The Goff Financial Group · 1 month ago
Wealth Advisor - CFP or CPA Professional
Houston, TX
Full-time
Onsite
Senior Level
5+ years expThe Goff Financial Group is a financial services firm that values integrity and strong client relationships. They are seeking a Wealth Advisor to provide personalized investment and retirement planning solutions while enhancing the firm's reputation and client engagement.
AdviceFinancial ServicesRetirementWealth Management
Hiring Manager
Matthew Goff
Responsibilities
Connect directly with clients in person, offering individualized guidance and planning
Help strengthen the firm’s reputation
Deliver comprehensive investment and retirement planning solutions tailored to each client’s unique needs and goals
Guide and support clients as they work toward their financial goals
Help the company build strong, long-term client relationships through effective personal interactions and communication
Qualification
Required
At least 5 years of experience in the financial services industry, with a minimum of 3 years specifically in Financial Planning
CFP®, CPA or CFA certification
Bachelor's degree is a prerequisite
Strong work ethic and a high standard of integrity, fostering trust among clients and colleagues
A proven track record of building relationships, identifying client needs, and providing tailored solutions
Strong skills in presenting complex financial solutions to informed clients while establishing trust and credibility
Exceptional communication abilities, with a talent for explaining complex concepts in a client-friendly manner
Outstanding client service skills, with a proactive approach to anticipating and independently resolving issues
A strong sense of initiative to help continually improve the company's value proposition and operational efficiency
Quick to adapt to new technologies, leveraging various data sources and systems to proactively address our clients' financial requirements
Excellent analytical abilities and meticulous attention to detail, ensuring compliance with all policies, procedures, and guidelines
Team-oriented, with a proven track record of success in collaborative, relationship-driven environments
Receptive to continuous coaching and professional development to deliver positive client outcomes and advance career goals
Benefits
401(k)
401(k) matching
Health insurance
Health savings account
Paid time off
Professional development assistance
Retirement plan
Tuition reimbursement
Company
The Goff Financial Group
The Goff Financial Group offers investment management, wealth management, retirement planning, taxation and financial advisory services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Matthew Goff
Founder & Chief Investment Officer
Company data provided by crunchbase