Ur Company - Houston, TX

posted 13 days ago

Full-time - Entry Level
Houston, TX
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About the position

The Partner position focuses on helping individuals achieve a comfortable and affordable retirement by providing education on financial strategies. The role emphasizes increasing financial returns, reducing personal risk, and generating residual income for clients.

Responsibilities

  • Teach clients how to increase financial returns.
  • Guide clients in reducing personal risk.
  • Assist clients in generating residual income for retirement.

Requirements

  • Strong understanding of financial concepts and retirement planning.
  • Excellent communication and teaching skills.
  • Ability to build relationships with clients.

Nice-to-haves

  • Experience in financial advising or coaching.
  • Knowledge of investment strategies.

Benefits

  • Potential to earn up to $8,800 per month from referral fees, overrides, and bonuses.
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