Job Description
Join one of Dallas' fastest-growing wealth management firms and start your financial advising career tomorrow! We're seeking dynamic professionals to build client portfolios in Texas' thriving financial hub. Enjoy uncapped commission potential, comprehensive training, and a modern office downtown. Apply today and begin your journey to financial freedom tomorrow.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Build and maintain robust client relationships through regular consultations
- Analyze market trends to optimize investment portfolios
- Exceed quarterly sales targets for financial products
- Stay current with SEC/FINRA regulations and compliance standards
- Collaborate with cross-functional teams for holistic client solutions
- Lead educational workshops on retirement planning and wealth management
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7 & 66/65 certifications (or ability to obtain within 90 days)
- Minimum 2 years financial services sales experience
- Exceptional communication and presentation skills
- Proven track record in client acquisition and retention
- Strong analytical abilities with attention to detail
- Texas Life & Health Insurance License required