Job Description
Join our award-winning team as a Financial Advisor in El Paso, TX! We provide all necessary equipment including laptops, CRM software, and marketing materials so you can focus on client growth. Enjoy competitive compensation, comprehensive benefits, and ongoing professional development in a supportive environment.
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and small businesses
- Build and maintain client relationships through consultative sales approach
- Analyze market trends to recommend investment strategies aligned with client goals
- Utilize our provided CRM system to track client portfolios and performance
- Conduct financial literacy workshops for community outreach
- Collaborate with internal experts on complex financial solutions
- Meet and exceed quarterly sales targets
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- FINRA Series 7 and 66/63/65 licenses required
- 3+ years of financial services or sales experience
- Strong presentation and negotiation skills
- Proven track record of meeting sales targets
- Proficiency with financial planning software (equipment provided)
- Bilingual (English/Spanish) preferred for El Paso market