If you have been thinking about a role in the financial services industry, or are early in your career, you may qualify for our Wealth Advisory Residency Program.
Becoming a financial professional can be very rewarding, which is why many individuals consider it a desirable profession. You get to help everyday people align their financial plans to what matters most. You get to engage with a variety of clients. You get to use your skills, knowledge, and experience to solve problems.
Is it hard work? Yes. But it can be worth it, both in terms of job satisfaction and compensation.
The big challenge—and maybe you’ve heard this—is that many new financial professionals don’t make it past their first two years in the business. Maybe this is what has kept you from jumping in. Maybe this is what’s giving you doubts in the early years of your career.
Tremont Street Financial Group can provide you with the tools, processes, and support needed to flourish in your financial services professional career. We are considering qualified candidates to participate in our Wealth Advisor Residency Program.
Tremont Street Financial Group believes in wholistic planning. The way things are structured now, with robo-advisors and self-service options, consumers can purchase a product by themselves. But that’s just it—they are buying a product, without a trusted financial professional looking at the full scope of their financial and retirement needs.
We seek to leverage our knowledge, skills, and experience to provide services no algorithm can provide. We aim to develop lifelong relationships with our clients, becoming a trusted resource through all of their life events.
Act in the best interest of the client
Ensure clients clearly understand solutions and strategies recommended to them
Empower clients through education, analysis, and evaluation of their financial life
Our Agents Are Expected To:
Benefits for Agents
Agents with Tremont Street Financial Group enjoy:
Are you tired of buying dead end leads? Tired of bugging your relatives for appointments? Are the networking meetings not filling your pipeline? Have you hit a plateau? Are you getting referrals from centers for influence?
Learn how we built a full-service RIA firm from scratch—with no rich uncles.
Tremont Street’s Wealth Advisory Residency Program aims to develop promising agents and advisors into highly successful, knowledgeable, and skilled financial professionals. Qualified agents will enjoy paid training and development throughout their residency, with the possibility of a full-time position at the end of the training period.
Feb 26th or Feb 28th
1301 Fanning Street
Houston, TX, 77002