Job Description
Join our elite financial advisory team in Lubbock, TX, where success is powered by cutting-edge technology and comprehensive support. We provide all necessary equipment including advanced CRM platforms, market analytics tools, and secure communication systems to accelerate your client growth. Our collaborative culture emphasizes continuous learning with industry certifications and mentorship from top advisors. Enjoy competitive commission structures, health benefits, and flexible scheduling while building your dream career in the thriving Lubbock financial market.
Responsibilities
- Develop personalized financial plans using provided digital tools and resources
- Cultivate client relationships through virtual and in-person meetings
- Analyze market trends using proprietary data platforms
- Present investment strategies using interactive presentation software
- Comply with FINRA regulations via provided compliance management systems
- Train on new financial technologies and industry software
- Collaborate with cross-functional teams using integrated communication tools
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 65 or 66 securities license required
- 3+ years of financial advisory experience
- Proficiency in CRM and financial analysis software
- Strong presentation and client communication skills
- Texas state insurance license (Life/Health)
- Ability to leverage provided digital tools effectively
- Track record of meeting/exceeding sales targets