Job Description
Join our award-winning financial advisory team in Lubbock and transform lives through strategic wealth management! We're seeking passionate Financial Advisors to help clients achieve financial freedom while building a lucrative career with uncapped earning potential. As a leader in Texas wealth management, we provide comprehensive training, cutting-edge tech tools, and a client-first culture that ensures your success. Work with diverse portfolios ranging from retirement planning to investment strategies – all while enjoying Lubbock's low cost of living and vibrant community. Start tomorrow with our accelerated onboarding program!
Responsibilities
- Develop personalized financial plans for clients covering retirement, investments, insurance, and tax strategies
- Build and maintain strong client relationships through regular portfolio reviews and proactive financial guidance
- Exceed sales targets by identifying new client opportunities through networking and referrals
- Stay current on market trends, regulatory changes, and financial product innovations
- Collaborate with a team of specialists to deliver comprehensive wealth management solutions
- Utilize CRM systems to track client interactions and pipeline management
- Represent the company at community events to expand professional network
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field (CFP/CFA preferred)
- FINRA Series 65/66 or 7/63 licenses (or willingness to obtain immediately)
- Minimum 2 years financial services sales/advisory experience
- Proven track record of meeting/exceeding sales targets and client retention metrics
- Exceptional communication skills with ability to explain complex concepts simply
- Tech-savvy with proficiency in financial planning software and CRM platforms
- Strong ethical standards and commitment to fiduciary responsibility
- Ability to work independently while thriving in a collaborative team environment