Jr Financial Planner/Advisor

Job DescriptionJob Description

About 1847Financial
At 1847Financial, we empower individuals, families, and businesses to take control of their financial futures. With a legacy of trust and a commitment to innovation, we offer personalized strategies in insurance, investments, and retirement planning. Backed by a strong support system and a collaborative culture, we are expanding our Houston-area presence and actively seeking ambitious professionals ready to grow with us — starting in Conroe.

Opportunity Overview
We are currently looking for a Junior Financial Planner to join our growing team in Conroe, TX.. This role is ideal for someone early in their financial services career who is passionate about making a difference in people's lives, driven by goals, and excited about the potential to grow into a leadership position over time.

You'll work side-by-side with experienced advisors to develop financial plans, build client relationships, and learn how to cultivate your own book of business. This opportunity also includes long-term pathways into mentorship, team-building, and leadership — perfect for those looking to eventually manage and develop others.

What You’ll Do

• Develop and maintain strong client relationships through networking, community involvement, and referrals

• Conduct personalized financial needs analyses for individuals and small businesses

• Recommend tailored solutions in insurance, investment, and wealth strategies

• Collaborate with senior planners to learn best practices and develop professionally

• Participate in recruiting, onboarding, and mentoring new advisors as you grow

• Stay up to date on financial products, industry trends, and compliance standards

• Contribute to the growth of the Conroe office and broader Houston team

Qualifications

• Bachelor’s degree or relevant work experience

• Strong interpersonal and communication skills

• Driven, self-starter mentality with a genuine desire to help others

• Previous experience in sales, customer service, or finance is a plus

• Leadership or mentoring experience is a bonus

• Licenses (Life & Health, Series 6/63, 65, 7/66) 

• Willingness to pursue ongoing professional development

What We Offer

• Competitive compensation with uncapped earning potential

• Bonuses tied to personal and team performance

• Comprehensive training and mentorship programs

• Flexibility to manage your schedule and client relationships

• Long-term career path into leadership and management

• A team-oriented, values-driven culture that supports your success

Company DescriptionAt 1847Financial, we truly believe that we are #StrongerTogether, where you, our financial professionals have the freedom and independence to build your practice how you want, according to your vision, your values, your goals, and to fulfill your dreams. And that you’re not alone. Behind you, every step of the way is an amazing team of coaches and specialists to help you realize your dreams.Company DescriptionAt 1847Financial, we truly believe that we are #StrongerTogether, where you, our financial professionals have the freedom and independence to build your practice how you want, according to your vision, your values, your goals, and to fulfill your dreams. And that you’re not alone. Behind you, every step of the way is an amazing team of coaches and specialists to help you realize your dreams.