Services Associate (No Experience Required)

About the Role

Financial Agency The Woodlands is a client-focused agency specializing in comprehensive financial services for individuals, families, and businesses. The agency is committed to helping clients build, protect, and manage wealth through tailored strategies and long-term relationships. Team members collaborate to deliver clear guidance, education, and support so clients can make informed decisions about their financial futures. The agency values integrity, professionalism, and service excellence, and provides ongoing training, professional development, and leadership resources to help financial associates grow their careers. The agency also provides mentorship, and support throughout the agents licensing process.

The Financial Services Associate is a full-time, hybrid role based in The Woodlands, TX. Flexible scheduling options or remote and hybrid work are available. This position focuses on working directly with clients to assess their financial needs, develop individualized financial and retirement plans, and provide ongoing guidance and support.

Key Responsibilities

• Meeting with clients.
• Gathering and analyzing financial information.
• Presenting recommendations.
• Implementing strategies across financial protection, retirement, wealth-building concepts, and other financial products.
• Maintaining regular communication with clients.
• Staying current on financial markets and regulations.
• Collaborating with colleagues to ensure high-quality service and compliance with firm policies.
• Building and growing a client base through networking, referrals, and community engagement.

Requirements & Tech Stack

• No prior experience required.
• Interested in building a career in financial services.
• Coachable and eagerness to learn from top performers.
• Willingness to obtain the necessary state licenses.
• Desire for continuous learning and collaboration.
• Entrepreneurial mindset with a desire to positively impact others' lives.
• Effective communication skills, including the ability to explain complex concepts in clear, accessible language and build trusted relationships.
• Strong problem-solving, organizational, and time-management skills, with the capacity to manage multiple client engagements simultaneously.
• Comfort with client development activities, including networking, prospecting, and participating in local community or business events.
• Willingness to complete any required background screening and licensing requirements.

Qualifications

• Experience or demonstrated interest in Financial Planning and Retirement Planning, including long-term goal setting and risk management are a plus.
• Proven ability to work with client-sensitive data responsibly, adhere to regulatory and compliance requirements, and maintain high ethical standards.
• Proficiency with financial planning software and common office tools (e.g., CRM systems, spreadsheets, presentation software) is beneficial.