Job Description
Join our award-winning financial advisory team and transform your career tomorrow! We're seeking passionate Financial Advisors to serve Corpus Christi's growing community. Enjoy uncapped earning potential, comprehensive training, and a supportive culture where your success is our priority. Start immediately with our onboarding program! Benefit from our established client base and cutting-edge digital tools to deliver exceptional financial planning services.
Responsibilities
- Develop personalized financial strategies for clients covering investments, retirement, and insurance
- Build and maintain long-term client relationships through proactive communication
- Meet/exceed sales targets while maintaining ethical compliance standards
- Analyze market trends and economic data to optimize client portfolios
- Conduct financial literacy workshops in the Corpus Christi community
- Leverage CRM systems for client management and reporting
Qualifications
- Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Business, or related field
- 3+ years experience in financial services or sales
- Texas Life & Health Insurance certification
- Exceptional communication and presentation skills
- Proven track record in meeting revenue targets
- Familiarity with financial planning software (e.g., MoneyGuidePro)