Financial Advisor - Private Wealth Manager at Starburst Financial Group, LLC

Founded in 2003, Starburst Financial Group, LLC was formed with the goal of helping our clients in every aspect of their financial lives. Our approach is rooted in a thorough understanding of each client’s personal values, unique objectives, and complete financial picture.

It is our mission to tailor our service to meet their individual needs. We strive

every day to be trusted advisors and partners to our clients, working alongside

them through all their financial stages. With strategic expertise, we tailor

financial plans that hold true to our client’s best interests while helping

them pursue their unique definitions of financial success.

WHO WE WANT:

Starburst Financial Group, LLC is seeking candidates for a full-time Financial Advisor

(FA) position in our Clear Lake area office. Starburst has seen tremendous

growth over the years in both clientele and assets. We want a leader to work

closely as a trusted advisor serving the needs of our clients and their

families within our growing practice. They will provide planning and

relationship management to the clients of Starburst Financial Group, LLC. They

will work in a team environment with at least one Certified Financial Planner

™. There are additional opportunities to bring their own clients and build

their own book of business, should they choose. You can have the best of both

worlds, service our existing clients with guaranteed salary and bonuses, while

growing your own book at the same time.

JOB DUTIES & RESPONSIBILITIES:

·Provide positive and professional service to all clients and staff

·Handle communication with the client base including phone calls, emails, and

meetings

·Client facing by attending client meetings and being responsible for follow-up

activities

·Build and maintain a relationship with the client base with the focus on

service and operations

·Gather client data to create and continue updating Financial Plans using Right

Capital, Financial Planning software

·Assist in developing and reviewing annual client review materials for

presentation

·Research various investment products such as Mutual Funds, ETF’s, Annuities,

& Stocks

·Assist in portfolio construction and creating models for our practice

·Presenting recommendations to clients and implementing them

·Interact with and assist the entire team from Admin to President to accomplish

all goals

·Develop and maintain written processes of all activities in our CRM

·Document all client conversations and activities on our CRM

·Maintain all continuing education requirements of a wealth advisor plus

required training element

DESIRABLE CANDIDATES WILL POSSESS:

·Positive attitude, with exceptional client service demeanor

·A genuine interest in serving and caring for other people

·Punctual nature and pride in preparedness

·Excellent communication skills, both written and oral

·Working knowledge of Word, Excel, Outlook and Windows 10

·Ability to take direction while working autonomously

·Great organization and multi-tasking skills

·Demonstrated track record of personal initiative and motivation to succeed

·Committed to an always learning attitude

·Work hard and play hard mentality

Required:

·Series 7 and 66 (or 63 and 65) licenses

·Minimum 2 years of investment advisory, brokerage, or planning experience

·Clean background check

Preferred:

·Certified Financial Planner™ certification

Starting Salary Range:

·$75,000-$125,000

In exchange for your experience, we offer a full-time, salaried position –

compensation based upon experience, bonus potential, PTO along with Holiday

PTO, retirement plan with matching and a great working environment. The

position is in our professional, Clear Lake office location. This is a position

that offers an opportunity to play a key role in the continued success of our

company. We are an office with (3) total employees and look forward to

welcoming another member to the team. Our staff cares deeply about one another,

and their families, and we strive to deliver the best service and experience

for our clients. If this sounds like a good fit for you, please apply.

Starburst Financial Group, LLC is an equal opportunity employer and welcomes candidates

from all backgrounds. All qualified applicants will receive consideration for

employment without regard to race, color, religion, sex, sexual orientation,

gender identity, national origin, disability, or veteran status.

Securities and Advisory Services offered through LPL Financial, a Registered Investment

Advisor. Member FINRA/SIPC