Job Description
Join our elite financial advisory team in Corpus Christi with industry-leading paid training! We're seeking motivated individuals to transform their passion for finance into a rewarding career. Our comprehensive 12-week program equips you with licensing, product expertise, and client acquisition strategies. Enjoy uncapped earning potential, ongoing mentorship, and a supportive culture that values growth. No prior experience required—just ambition and a commitment to excellence.
Responsibilities
- Develop personalized financial plans for clients covering investments, retirement, and insurance
- Build and maintain client relationships through consultative sales approaches
- Analyze market trends to recommend optimal portfolio allocations
- Complete FINRA Series 7 and 66 licensing during paid training period
- Collaborate with cross-functional teams to deliver holistic financial solutions
- Meet quarterly revenue targets through strategic client acquisition
Qualifications
- Bachelor's degree or equivalent professional experience
- Strong communication and interpersonal skills
- Valid Texas life/health insurance license (provided if needed)
- Proficiency in CRM software and financial analysis tools
- Ability to pass FINRA background checks
- Self-motivated with entrepreneurial mindset
- Commitment to ongoing professional development