Job Description
Join our award-winning team as a Financial Advisor in Lubbock, TX! We provide all necessary equipment including laptops, CRM software, and marketing tools to help you succeed. Build your career in wealth management while serving the growing financial needs of West Texas communities. Enjoy competitive compensation, comprehensive training, and a supportive environment focused on your professional growth.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Build and maintain client relationships through consultative advising
- Analyze market trends and recommend investment strategies
- Utilize provided CRM software for client portfolio management
- Present investment options using company-provided presentation tools
- Meet quarterly revenue targets through strategic client acquisition
- Comply with SEC/FINRA regulations and company compliance standards
- Participate in weekly team training sessions using provided technology
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7 and Series 66/65 licenses required
- 3+ years of financial advising or sales experience
- Strong presentation skills with ability to use provided tech tools
- Proven track record of meeting sales targets
- Excellent communication and relationship-building abilities
- Ability to work independently while utilizing company resources
- Texas state life/health insurance license