Job Description
Join our elite team of financial advisors in Corpus Christi, TX and unlock your earning potential with a competitive sign-on bonus! We're seeking driven professionals to help clients build lasting wealth through personalized investment strategies, retirement planning, and risk management solutions. Enjoy comprehensive training, cutting-edge tools, and a supportive environment designed for your success. Apply today to start your rewarding career in financial services with one of Texas's most dynamic firms.
Responsibilities
- Develop comprehensive financial plans tailored to client goals and risk tolerance
- Acquire new clients through targeted networking and digital marketing strategies
- Manage investment portfolios and conduct regular portfolio reviews
- Stay current on market trends, tax laws, and financial regulations
- Utilize CRM software to track client interactions and pipeline
- Collaborate with internal specialists for complex financial scenarios
- Maintain FINRA Series 7 and 66/63/65 certifications
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Valid FINRA Series 7 and 66/63/65 licenses (or ability to obtain within 90 days)
- Minimum 2 years of financial services or sales experience
- Strong presentation and communication skills
- Proven track record in client relationship management
- Ability to build trust and navigate sensitive financial discussions
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Texas state insurance license (Life/Health)