Financial Advisor

Job Description:

In our experience we have run into a plethora of financial industry professionals that have hit the limits of their current employer. With most firms they offer proprietary products and services that cant be offered anywhere else. What that means is that there are limits to what you can offer your clients AND we have seen many cases where clients are lost due to that fact. ALSO most places make it clear that you cant take your clients and business when you decide to make a change!

If you are seeking to break free from the binds and frustrations of your current firm wed like to talk! Are you looking for a platform that you can make your own and be a part of a team that allows you to offer products without the restrictions of a traditional firm Apply today because wed like to help you take your career as a financial professional to the next level!

We are seeking ambitious and driven individuals to join our team as Financial Advisors. As a Financial Advisor you will have the opportunity to build and manage your own client portfolio while providing comprehensive financial planning and investment advisory services.

Responsibilities:

• Build and maintain client relationships through proactive communication and personalized service.

• Conduct thorough financial assessments to understand clients goals risk tolerance and investment objectives.

• Develop customized financial plans and investment strategies tailored to meet each clients unique needs and circumstances.

• Recommend appropriate investment products and services including stocks bonds mutual funds ETFs and retirement accounts.

• Monitor and review clients portfolios regularly to assess performance make adjustments and ensure alignment with their financial goals.

• Stay informed about market trends economic indicators and regulatory changes to provide informed investment advice and guidance.

• Network and prospect for new clients through referrals networking events and community outreach initiatives.

• Collaborate with other team members and specialists to deliver holistic financial solutions and meet clients diverse needs.

• Maintain compliance with industry regulations and company policies to uphold ethical standards and protect clients interests.

Qualifications:

• Bachelors degree in finance business economics or a related field (preferred).

• Minimum of 35 years of experience in life insurance financial services investment management or wealth advisory.

• Strong knowledge of financial markets investment products and financial planning principles.

• Proven track record of success in sales business development or client relationship management.

• Excellent communication presentation and interpersonal skills.

• Ability to work independently and manage time effectively in a fastpaced commissiondriven environment.

• Life Insurance License in Texas REQUIRED.

• Series 7 and Series 66 (or Series 63 and Series 65) licenses preferred.

• Certified Financial Planner (CFP) designation preferred.

Compensation:

This position offers a commissiononly compensation structure with earning potential ranging from $125000 to $300000 annually based on individual performance and productivity.

Benefits:

• Full benefits (health vision dental) & 401k

• Unlimited earning potential with a competitive commission structure.

• Flexible schedule and autonomy to manage your own client portfolio.

• Access to comprehensive training professional development and ongoing support.

• Opportunities for advancement and career growth within the organization.

• Networking opportunities and access to industryleading resources and technology.

Join our team and take your career to the next level as a Financial Advisor. If you are passionate about helping clients achieve their financial goals and thrive in a resultsdriven environment we want to hear from you! Apply now to join our dynamic team and make a meaningful impact on the lives of our clients AND yourself.

Remote Work :

No