Compensation through: AUM fees, planning fees, investment products, and other unique planning strategies.
5 openings available.
Financial Professionals at our firm spend time reaching out to prospective clients, building relationships with clientele, and learning how to be a top advisor in our industry. Everyone at 49 Financial works on a team to serve clients. Typically, each family will be served by three Financial Professionals. The other two Professionals help with the development of the newest one -- whether that is becoming better with talking to clients in meetings, building out plans, or helping reach their full potential as a Financial Professional and a leader. Every Financial Professional has the opportunity to run their own office if they commit and execute on the right things. The position is listed at our Headquarters office in Austin, TX, although we have this position open in our seven other offices as well -- Houston, Dallas, Northwest Arkansas, Charlotte, Atlanta, Jacksonville, and Los Angeles.
49 Financial is a financial planning firm, and we focus on developing leaders who care about our culture. We analyze all strategies provided by many investment and insurance companies to pick and choose the best strategies for our clients. We have also built a Fractional Family Office for our clients where we have partnerships with Property & Casualty firms, Estate Planning, Mortgages, Health Insurance firms etc. We believe plans are more than just investments and insurance. We have brought on those partnerships to serve clients more holistically and solve an industry wide problem for Financial Professionals in this day and age: Financial Professionals need too many clients to make it and traditionally have not received the development and team to accomplish that. Our mission is simple: Create Community and Simplify Lives of our clients and our newest Professionals trying to build a successful career.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $21 million to $31 billion with combined assets statewide of nearly $193 billion. IBAT member banks are committed to supporting and investing in their local communities.