Job Description
Join our award-winning financial advisory team in San Antonio and transform your career. We're seeking a dynamic Financial Advisor to help high-net-worth individuals and families achieve their financial dreams. Enjoy comprehensive training, cutting-edge technology, and a collaborative environment where your expertise directly impacts client success. Our firm offers exceptional growth potential with uncapped commissions and industry-leading benefits.
Responsibilities
- Develop personalized financial strategies for 50+ high-net-worth clients
- Build and maintain robust client relationships through proactive communication
- Analyze market trends to optimize investment portfolios
- Present complex financial concepts in accessible client presentations
- Collaborate with internal teams on tax and estate planning solutions
- Exceed quarterly sales targets through strategic prospecting
- Maintain FINRA Series 7, 66, and state insurance licenses
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years financial services experience with proven track record
- FINRA Series 7 and 66 licenses (or ability to obtain within 90 days)
- Texas Life & Health Insurance certification
- Exceptional presentation and relationship-building skills
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Strong analytical abilities with attention to detail
- Entrepreneurial mindset with self-motivation