Job Description
Join our elite team of financial advisors in Corpus Christi, TX and accelerate your career with an exclusive $15,000 sign-on bonus! We're seeking driven professionals to build wealth management portfolios for high-net-worth clients in South Texas. Enjoy uncapped earning potential, industry-leading training, and a supportive culture that rewards top performers. Why Choose Us? Comprehensive benefits package, flexible work arrangements, and access to cutting-edge financial technology. Apply today and transform your financial expertise into extraordinary income!
Responsibilities
- Develop and execute personalized financial plans for 50+ high-net-worth clients
- Drive new business acquisition through strategic networking and referrals
- Manage investment portfolios including stocks, bonds, retirement accounts, and insurance products
- Conduct quarterly portfolio reviews and adjust strategies based on market conditions
- Maintain FINRA Series 7 and 66/63 licenses with ongoing continuing education
- Leverage CRM systems to track client relationships and sales pipelines
- Collaborate with legal and tax professionals for comprehensive client solutions
Qualifications
- Bachelor's degree in Finance, Business, or related field (MBA preferred)
- Minimum 3 years of experience in financial services or wealth management
- Active FINRA Series 7 and 66/63 licenses (or ability to obtain within 90 days)
- Proven track record of meeting/exceeding sales targets ($500K+ AUM experience)
- Strong understanding of investment vehicles, tax strategies, and retirement planning
- Exceptional communication skills with ability to explain complex concepts
- Valid Texas insurance license (Life, Health, and Variable Annuities)
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)