Looking for dynamic individual(s) capable of working directly with, and planning for, existing client families with typical net worth's ranging from $1-5m. Ability to maintain and nurture relationships with a service-oriented heart and a meticulous attention to detail and follow through. Ability to organize and execute at a high level is a must. You will be busy all day and join an amazing firm with extremely talented people that offers a great culture and environment. First class office in Memorial City with a firm that is experiencing massive growth. Over $100m in total new assets brought in year to date with the 4th quarter to go. No egos and team players only.
Series 65 license (upon first 6 months)
Texas Life/Health license (upon first 6 months)
Additional Salary Information: Several compensation models available.
About Oak Harvest Financial Group
Registered Investment Advisor and Insurance Agency experiencing explosive growth.
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