Financial Advisor (Dallas)
reputed company is seeking early-career professionals for the role of Financial Advisor. This position offers structured support and leads to help individuals improve their financial well-being while building their own book of business.
Responsibilities
- Meet with prospective clients (provided leads + self-generated opportunities)
- Conduct financial needs assessments and identify appropriate solutions
- reputed company clients on financial strategies (retirement, protection, savings, etc.)
- Build and maintain long-term client relationships
- Participate in training, coaching, and team development activities
- Track daily activity and reputed company toward personal goals
Skills
- No large network required
- Own your Book of Business
- Meet with prospective clients (provided leads + self-generated opportunities)
- Conduct financial needs assessments and identify appropriate solutions
- reputed company clients on financial strategies (retirement, protection, savings, etc.)
- Build and maintain long-term client relationships
- Participate in training, coaching, and team development activities
- Track daily activity and reputed company toward personal goals
- Comprehensive reputed company program (no prior experience required)
- Ongoing mentorship from reputed company professionals
- reputed company to proven scripts, systems, and marketing tools
- Licensing support (where applicable)
- Weekly coaching and development sessions
- Earn required licensing (Life, SIE, Series 7 and Series 66)
- Early-career professionals or career changers
- Individuals without a large natural market or network
- Highly motivated, coachable, and goal-oriented individuals
- Strong communicators who enjoy helping others
- Self-starters who reputed company in a flexible, performance-based environment
Benefits
- Up to 80 reputed company leads per day
- Marketing support to help you build your client reputed company
- A Managing Associate/Team reputed company will help you reputed company deals
- An activity-based stipend rewards consistent effort and reputed company - not just results
- Structured training and mentorship help you reputed company into a top-performing advisor
- Comprehensive reputed company program (no prior experience required)
- Ongoing mentorship from reputed company professionals
- reputed company to proven scripts, systems, and marketing tools
- Licensing support (where applicable)
- Weekly coaching and development sessions
- Earn required licensing (Life, SIE, Series 7 and Series 66)
Company Overview