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Entrylevel Financial Advisor Jobs in Texas (NOW HIRING)

Executive Financial Partners LLC

$68K - $88K/yr

At Executive Financial Partners, we specialize in providing supplemental health insurance solutions ... Manage and grow your own book of business, becoming a trusted advisor in your territory. * Use ...

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Entrylevel Financial Advisor information

What is the difference between Entrylevel Financial Advisor vs Financial Planner?

AspectEntrylevel Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or similar certifications often preferred
Work EnvironmentFinancial firms, banks, or advisory firms; client-facingIndependent or firm-based; client-focused financial planning
Job FocusSales, client onboarding, basic financial adviceComprehensive financial planning, investment strategies

While both roles involve working with clients on financial matters, an Entrylevel Financial Advisor typically focuses on sales and basic advice within a firm, often requiring specific licenses. A Financial Planner usually provides more comprehensive planning services, often holding advanced certifications like CFP, and may work independently or within larger firms. The roles overlap in credentials and client interaction but differ in scope and responsibilities.

What are the most commonly searched types of Entrylevel Financial Advisor jobs in Texas? The most popular types of Entrylevel Financial Advisor jobs in Texas are:
What are popular job titles related to Entrylevel Financial Advisor jobs in Texas? For Entrylevel Financial Advisor jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Advisor jobs in Texas look for? The top searched job categories for Entrylevel Financial Advisor jobs in Texas are:
What cities in Texas are hiring for Entrylevel Financial Advisor jobs? Cities in Texas with the most Entrylevel Financial Advisor job openings:
Entrylevel Financial Advisor jobs near you
Infographic showing various Entrylevel Financial Advisor job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Sales Representative Entry Level

Executive Financial Partners LLC

Magnolia, TX • On-site

$68K - $88K/yr

Contractor

Posted 8 days ago

Job description

Company Overview:
At Executive Financial Partners, we specialize in providing supplemental health insurance solutions that give families, individuals, and businesses peace of mind when they need it most. As we continue to grow, we're building a team of ambitious professionals who want more than just a jobthey want a career with impact.

Position Overview:
This entry-level opportunity is designed for individuals who are ready to learn, work hard, and grow into a rewarding career in sales. No prior experience is requiredwe'll equip you with licensing, training, and hands-on mentorship to help you succeed from day one.

In this role, you will:

  • Develop expertise in our supplemental health insurance products.

  • Meet with clients to identify needs and present tailored solutions.

  • Build lasting relationships with individuals, families, and local businesses.

  • Manage your progress using proven systems and tools, including Salesforce CRM.

We're looking for people who bring discipline, are coachable, and ready to hit the ground running. Here, your performance is recognized, your growth is supported, and your work makes a difference.

Core Responsibilities:

  • Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package.

  • Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices.

  • Deliver engaging group presentations that clearly communicate the value and impact of our products.

  • Build long-term relationships with clients through exceptional service, follow-up, and policy reviews.

  • Manage and grow your own book of business, becoming a trusted advisor in your territory.

  • Use Salesforce CRM to generate leads, manage clients, and grow your network.

Qualifications

  • Ability to pass a pre-employment background check

  • Valid driver's license and reliable transportation

  • Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided)

  • Bachelor's degree or 4+ years of professional experience
    (Relevant sales, leadership, or athletic experience considered)

Compensation & Growth

  • 1099 independent contractor role (self-employed, not a W-2 employee)

  • 100% commission-based compensation with uncapped earnings

  • Optional weekly draw available

  • Monthly cash bonuses and quarterly stock bonuses

  • Incentive trips and vested renewal commissions

  • Performance-based promotions

  • Schedule flexibility based on resultsnot hours

  • Ongoing sales training and leadership development

Apply nowto join a team that rewards effort, values growth, and invests in its people.
www.efpartnersllc.com

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