Job Description
Join our elite team of financial advisors in Plano, TX with industry-leading paid training! We're seeking ambitious professionals ready to build a rewarding career in wealth management. Our comprehensive 12-week program covers investment strategies, client acquisition, and compliance – all while earning competitive compensation. Enjoy uncapped earning potential, personalized mentorship, and state-of-the-art resources. Transform your passion for finance into a thriving practice with full company support.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Build and maintain client relationships through proactive communication
- Analyze market trends to optimize investment portfolios
- Conduct financial literacy workshops for community outreach
- Meet quarterly revenue and client acquisition targets
- Stay current on SEC regulations and industry certifications
- Collaborate with cross-functional teams on complex wealth solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65/66 or ability to obtain within 90 days
- Strong presentation and negotiation skills
- Proven track record in sales or client-facing roles
- High ethical standards and fiduciary mindset
- Ability to thrive in commission-based compensation structure
- Proficiency in financial planning software (e.g., MoneyGuidePro)