Financial Advisor

About Orr Financial GroupOrr Financial Group is an established financial services firm in Victoria, Texas, dedicated to helping individuals and families make informed decisions about their financial futures.We pride ourselves on developing long-term client relationships and providing personalized guidance based on each client's individual goals, needs, and circumstances.We are looking for a motivated, professional, and relationship-oriented Financial Advisor to join our growing practice.This is an excellent opportunity for an experienced financial professional or for someone with a strong background in banking, insurance, financial services, or sales who is interested in developing a long-term career as a Financial Advisor.The OpportunityAs a Financial Advisor with Orr Financial Group, you will work directly with clients to understand their financial goals and help develop strategies addressing retirement, investments, income planning, education funding, insurance, and other financial needs.We are looking for someone who wants to build relationships rather than simply sell products.The right candidate will have excellent interpersonal skills, strong personal integrity, a desire to learn, and the ability to develop lasting relationships with clients and prospective clients.Depending on experience and licensing, the position may initially include training, client-service responsibilities, participation in existing client relationships, and business-development activities while the advisor develops their practice.ResponsibilitiesMeet with clients and prospective clients to understand their financial needs, goals, and concernsAssist clients with investment, retirement, and financial-planning strategiesDevelop and maintain strong, long-term client relationshipsPrepare for and participate in client review meetingsReview investment portfolios and assist clients in evaluating appropriate financial strategiesEducate clients regarding investments, retirement planning, Social Security, education planning, insurance, and other financial topicsIdentify opportunities to better serve existing clientsDevelop relationships with prospective clients and help grow the firm's client baseParticipate in educational seminars, community events, and other business-development activitiesMaintain accurate client records and required documentationFollow applicable regulatory, compliance, and firm proceduresWork closely with the firm's advisors and administrative staff to provide an excellent overall client experienceQualificationsPreferred qualifications include:Experience in financial services, investments, banking, insurance, accounting, lending, sales, or another relationship-based professional fieldSeries 7 and Series 66 or Series 65 securities licensingLife and Health Insurance licensePrevious experience working directly with clientsFamiliarity with investment and retirement-planning conceptsLicensing is preferred but is not necessarily required for the right candidate.Candidates who are not currently licensed must be willing and able to obtain the securities and/or insurance licenses required for the position.The Person We're Looking ForOur ideal candidate is:Professional and trustworthyPersonable and comfortable meeting new peopleAn excellent listener and communicatorSelf-motivated and willing to take initiativeOrganized and detail-orientedComfortable discussing financial topics with clientsInterested in investments and financial planningAble to explain complex concepts in understandable termsComfortable developing new client relationshipsWilling to participate in community and business-development activitiesAble to work both independently and as part of a small teamInterested in building a long-term career and growing with our firmAbove all, we are looking for someone who genuinely enjoys helping people and understands the importance of earning and maintaining a client's trust.Why Join Orr Financial Group?Joining a smaller, established financial practice provides the opportunity to work closely with experienced professionals and develop meaningful relationships with clients.Rather than being one advisor among hundreds in a large corporate office, you will have the opportunity to become an important part of our practice and community.The position offers the potential for increasing responsibility and professional growth as you develop your knowledge, licensing, client relationships, and advisory skills.ScheduleFull-TimeMonday through FridayIn-person position in Victoria, TexasOccasional evening seminars, client events, or community events may be required.EducationBachelor's degree preferred but not required. Relevant financial-services experience, professional experience, licensing, and demonstrated ability will also be considered.ExperienceFinancial services, banking, insurance, investment, sales, or relationship-management experience is preferred.License/CertificationSeries 7, Series 66/65, and Life & Health Insurance licensing are preferred.Candidates without current licenses must be willing to obtain required licensing.How to ApplyPlease submit your resume through Indeed, along with a brief introduction explaining why you are interested in becoming part of Orr Financial Group, to amanda@orrfinancialgroup.comWe are looking for someone interested in developing a long-term career and becoming an important part of our firm, not simply filling another position.