Job Description
Join our award-winning team as a Financial Advisor in the vibrant Fort Worth market! We provide all necessary equipment – laptops, software licenses, and office infrastructure – so you can focus on what matters: building client relationships and growing your practice. Our comprehensive training program and established client base accelerate your success.
Why Choose Us?
- Generous uncapped commission structure
- Full expense reimbursement for professional development
- Health/dental/vision insurance + 401(k) matching
- Modern downtown Fort Worth office with flexible work options
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Present investment strategies using provided CRM software
- Conduct portfolio reviews and performance analysis
- Drive new client acquisition through community networking
- Maintain FINRA Series 7/66 certifications
- Utilize provided market research tools for client education
Qualifications
- FINRA Series 7 & 66 licenses (or ability to obtain immediately)
- 3+ years financial services experience
- Proven track record in client relationship management
- Bachelor's degree in Finance, Business, or related field
- Strong presentation skills with provided tech tools
- Ability to pass background check and credit review