Financial Advisor Wealth Management Associate

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profile Job Location:

Austin, TX - USA

profile Monthly Salary: Not Disclosed
Posted on: 5 hours ago
Vacancies: 1 Vacancy

Job Summary

Financial Advisor / Wealth Management Associate

Location: DFW East Texas West Texas San Antonio and Austin TX
Job Type: Full-time Hybrid Work
Compensation: $60000 $300000 per year (Uncapped Commission Draw)


About Opes One

At Opes One we empower ambitious professionals to take control of their success by building their own financial services practicewith the backing of a Fortune 250 company thats been trusted for nearly 160 years.

Our advisors are passionate about helping people achieve financial security driven by integrity purpose and a commitment to doing whats right. If youre entrepreneurial motivated by growth and eager to make a lasting impact on clients lives we invite you to join our team.


Key Responsibilities

  • Provide personalized financial recommendations to help clients achieve long-term financial security.

  • Act as a trusted advocate for clients fostering lasting value-based relationships.

  • Implement strategic financial plans and introduce innovative solutions to meet client goals.

  • Consistently grow your client base through effective prospecting referrals and relationship-building.

  • Stay current with industry trends and financial products through continuous training and professional development.

  • Maintain high ethical standards and a client-first approach in all aspects of business.


What Opes One Offers

  • Collaborative Support: Youll be part of a team-driven culture where mutual success is the goal.

  • Comprehensive Training: Access to mentorship training sessions and resources led by top advisors and industry leaders.

  • Financial Stability: Backed by a Fortune 250 mutual company with nearly 160 years of financial strength.

  • Inclusive Culture: We value diversity of thought background and experience to create a stronger more dynamic team.


Benefits

  • 401(k) and Pension Plan

  • Medical Dental and Vision Insurance

  • Life and Disability Coverage

  • Flexible Schedule

  • Signing Bonus / Training Allowance (upon eligibility)

  • Unlimited earning potential within a supportive growth-oriented culture


Ideal Candidate

  • Entrepreneurial mindset and strong work ethic

  • Goal-oriented and self-motivated

  • Excellent communication and relationship-building skills

  • Background in sales or client acquisition preferred

  • Bachelors degree preferred

  • Life Insurance Sales experience (2 years preferred but not required)

Financial Advisor / Wealth Management AssociateLocation: DFW East Texas West Texas San Antonio and Austin TX Job Type: Full-time Hybrid Work Compensation: $60000 $300000 per year (Uncapped Commission Draw)About Opes OneAt Opes One we empower ambitious professionals to take control of their succes...
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