Job Description
Transform your passion for finance into a rewarding career with our comprehensive paid training program! Wealth Management Solutions Inc. is seeking motivated individuals in Plano, TX to join our team as Financial Advisors. No prior experience required – we provide all licensing, certification, and mentorship needed to excel in this high-impact role. You'll build client portfolios, deliver personalized financial strategies, and join a culture that rewards performance with industry-leading compensation packages. Our modern office in Plano's thriving business district offers collaborative workspaces, continuous professional development, and a clear path to leadership. If you're ambitious, coachable, and ready to build long-term client relationships, this is your opportunity to launch a six-figure career in financial services.
Responsibilities
- Develop and maintain client relationships through personalized financial planning
- Build investment portfolios aligned with client goals and risk tolerance
- Conduct financial needs analysis and retirement planning consultations
- Stay current on market trends, regulations, and product offerings
- Meet/exceed sales targets while adhering to compliance standards
- Collaborate with team members to optimize client solutions
- Utilize CRM systems to track client interactions and pipeline
Qualifications
- Bachelor's degree (finance, business, or related field preferred)
- Strong communication and interpersonal skills
- Goal-driven mindset with ability to handle rejection
- Valid Series 63/66 or willingness to obtain during training
- Proficiency in Microsoft Office and financial planning software
- Ability to pass FINRA Series 7 exam (training provided)
- TX resident or willingness to relocate to Plano
- Valid driver's license and reliable transportation