IMG Financial Group, Inc. ยท 2 days ago
Experienced Financial Advisor
Houston, TX
Full-time
Onsite
Mid, Senior LevelIMG Financial Group, Inc. is committed to offering tailored financial solutions to help clients achieve their financial goals. In this role, you will provide clients with financial planning and investment guidance while having the opportunity to grow your practice within a supportive team environment.
Financial ServicesVenture Capital
Responsibilities
Provide clients with financial planning and investment guidance
Help maximize potential as an independent financial advisor
Assist with compliance review and resolution, marketing, and new business processing
Utilize state-of-the-art technology and succession planning tools
Access dedicated support staff to process business efficiently
Qualification
Required
Experienced Financial Advisors with FINRA registrations Series 7 and Series 66 OR Series 7, Series 63, and Series 65
Benefits
Competitive Broker Dealer Transition Assistance
Comprehensive Onboarding
State-of-the-Art Technology
Robust Support Plus Independence
Practice Growth
Dedicated Support Staff
Succession Planning
Company
IMG Financial Group, Inc.
IMG Financial Group, Inc. is a financial services firm headquartered in Houston, Texas.
Founded in 1981
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Joanne Covarrubias
Chief Operating Officer San Antonio
Company data provided by crunchbase