Financial Advisor - Financial Firm - Austin TX
Financial Advisor - Financial Firm - Austin TX
Posted on :
05-04-2025
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1 Vacancy
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Job Description
Financial Advisor
Are you looking to expand your career and to be part of a successful team Are you driven selfmotivated and customer focused If you enjoy working closely with clients developing longterm relationships constantly challenging yourself and providing superior customer service and expertise then we would like to talk to you! Our wellestablished and growing financial firm Teamwork Financial in Austin TX is seeking to add a Financial Advisor to our Team!
The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals as well as existing clients. Initial duties include working alongside the main Advisor servicing existing clients making active outbound calls to set appointments with prospects and existing clients client relationship building and participation in public seminars to include introducing the main Advisor.
Key Traits:
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base
- Persuasive ability
Minimum Requirements:
- College degree preferred
- CFP preferred
- 5 years of financial services experience with an emphasis on sales preferred
- Life and Health Licensed; Series 65
- Strong organizational prioritization interpersonal and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite (Outlook Excel Word and Power Point)
Position Responsibilities:
- Prepare present and implement customized financial plans
- Assist clients with annuities life longterm care and managed money
- Provide financial planning advice to include investment insurance and retirement
- Develop manage and retain strong client relationships
- Assist main Advisor with meeting individual and team goals
Salary:
- $95000$140000 BOE
Benefits:
- Health insurance after 30 days
- 401(k) after 90 days
- 3 weeks PTO (sick or vacation time)
Hours:
- MTH 8:30am5:00pm
- F 8:30am4:00pm
- Some evenings required for client events
Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1 of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement/. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Required Experience:
Unclear Seniority
Employment Type
Advisor
Key Skills
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