Job Description
Are you a driven professional seeking a high-impact career in wealth management? Lubbock Financial Group is looking for a Senior Financial Advisor to join our dynamic team in Lubbock, Texas.
We are committed to helping our clients achieve financial independence through personalized strategies. As a key member of our team, you will have the opportunity to build lasting relationships and provide expert guidance on investment planning, retirement strategies, and asset allocation.
Join a company that values integrity, innovation, and results. We offer a comprehensive benefits package, including health insurance, a 401(k) match, and uncapped earning potential.
Responsibilities
- Conduct comprehensive financial needs analyses and create personalized financial plans for clients.
- Manage and grow a book of business through proactive prospecting and relationship building.
- Monitor market trends and adjust investment strategies to maximize returns while mitigating risk.
- Provide ongoing portfolio reviews and educate clients on market movements.
- Ensure full compliance with FINRA, SEC, and firm regulations.
- Collaborate with internal teams to deliver seamless client experiences.
Qualifications
- Series 6, 7, 63, and 66 licenses (or willingness to obtain).
- Minimum of 3 years of experience in financial services or wealth management.
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Strong knowledge of financial markets, investment vehicles, and estate planning.
- Excellent communication and interpersonal skills with a client-centric approach.
- Valid driver’s license and reliable transportation for client meetings.