Job Description
Join our award-winning financial advisory team in Lubbock, TX and accelerate your career with a generous sign-on bonus! We're seeking passionate Financial Advisors to help clients build wealth through personalized investment strategies. Enjoy uncapped earning potential, comprehensive training, and a supportive culture that prioritizes your success. Relocation assistance available for qualified candidates.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Manage investment portfolios across diverse asset classes
- Drive new client acquisition through strategic networking
- Maintain FINRA Series 7 and 66/65 certifications
- Utilize CRM systems to track client relationships and performance
- Stay current with market trends and regulatory changes
- Collaborate with internal partners for holistic client solutions
Qualifications
- Bachelor's degree in Finance, Business, or related field
- 3+ years of financial advisory experience
- Active FINRA Series 7 & 66/65 licenses
- Proven track record of meeting sales targets
- Strong presentation and client relationship skills
- CFA or CFP designation preferred
- Texas state insurance license (Life & Health)
- Ability to pass background check and credit verification