Senior Financial Advisor

This role is built for advisors that have an existing book-of-business and want the flexibility of:

  • Working Remotely

  • Much higher fee revenue payout

  • Ability to act as a fiduciary to their clients

This role is 100% commission based and advisors can earn up to 50%-180% more with our generous fee payout schedule.

 

Cullen Investment Group is currently seeking someone to join our team as a Senior Financial Advisor. As a Senior Financial Advisor, you will:

  • Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives.

  • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.

  • Contact clients periodically to determine if there have been changes in their financial status

  • Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service

  • Sell financial advisory services.


Qualifications

What it takes to be a Cullen Investment Group Senior Financial Advisor

  • A four-year college degree is preferred but not required

  • Relevant professional FINRA securities registrations, (Series 7 and 66, or Series 65)

  • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures

  • Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence

  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

  • Must be authorized to work in the United States

  • MBA, JD, CFP®, CPA or ChFC, a plus


Benefits of working with us

  • Compensation you control

  • Personalized and comprehensive training and support

  • Advancement and management opportunities

  • A work-life balance

  • Can do the job full-time or part-time, you make your own hours.

  • Best advisor payout scale in the industry. While advisors at other firms only keep 20-25% of all the fees they bring in, our payout rate is almost 3x higher at our lowest. You do all of the hard work, why should you get to keep most of the commission you earn?

  • If you are a financial advisor and already have a book of business, see how much more you could make at Cullen Investment Group.


Salary and Benefits

  • This job provides unlimited earning potential and job training from management.

  • Managing $30 million would result in commissions of about $200,000-$250,000

  • This job is 1099 tax status and considered independent contractor, which means you are able to expense mileage, marketing, supplies, etc. (this is a direct result of getting feedback from advisors who loved the ability to expense things like mileage, car expenses, cell phone usage, home office, which lowered their taxable income. They also preferred the increased compensation that came with 1099 tax-status as well as the increased independence and flexibility that comes with it as well.)

  • If you're entrepreneurial, love to work independently, and enjoy helping people then this job is for you!

If this job sounds like you could be a good fit, please upload your resume below.

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