Advisor Development Program – Financial Advisor

Jobtailor; Frisco (TX); On-site; USD 85,000 - 170,000; Full time

Job summary

Jobtailor in Frisco, TX seeks a seasoned Financial Advisor to work with high-net-worth individuals, identifying needs, developing relationships, and delivering tailored investment recommendations aligned with client goals. You will build a robust book of business and drive performance through referrals and proactive prospecting.

The ideal candidate holds Series 7 and 66 licenses (or 63/65 in lieu), has at least one year in financial services or investments, and demonstrates exceptional

Qualifications

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Minimum of one year experience in financial services or a sales environment with goals met or exceeded.
• Minimum of one year experience in the investments industry with knowledge of investment products.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills.
• Effective written and verbal communication skills.
• Proven ability to assess needs and recommend appropriate solutions.
• Entrepreneurial mindset with ability to source clients through prospecting and networking.

Responsibilities

• Identify needs of high-net-worth individuals and deliver tailored recommendations.
• Develop a book of business to meet and exceed performance hurdles.
• Prioritize sourcing prospective clients, leveraging referrals and assessing client needs.
• Recommend investment products and services aligned with client objectives.
• Organize and manage resources to run a productive practice.
• Complete mandated training and performance goals.

Skills

Client Relationship Management

Goal-Oriented

Prospecting

Networking

Interpersonal Skills

Effective Communication

Listening Skills

Teamwork

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

• Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
• Develop a book of business to meet and exceed established performance hurdles.
• Prioritize sourcing prospective clients, capitalizing on referrals, and assessing customer needs.
• Recommend investment products and services suitable for clients based on their objectives and preferences.
• Organize and manage resources to run a productive practice.
• Complete mandated training and performance goals.

Requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship building skills
• Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
• Proven ability to assess needs and recommend appropriate solutions/interventions
• Proven ability to work collaboratively on a team and with key partners
• Proven ability to listen and probe for clarity and understanding
• Goal and results oriented
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
• Ability to work in an environment where the majority of your compensation is tied to your performance
• Strong follow-through skills
• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Core Competencies

Demonstrates expertise in financial services and investment products, with a strong focus on client relationship management and goal achievement. Proven ability to source and engage high-net worth individuals while delivering tailored financial recommendations.

Highest-signal resume keywords

• Series 7 License
• Series 66 License
• Investment Knowledge
• Client Relationship Management
• Goal-Oriented

ATS Optimization Keywords

Hard Skills

• Investment Products
• Financial Goal Assessment
• Prospecting
• Networking
• Performance Metrics

Soft Skills

• Interpersonal Skills
• Effective Communication
• Relationship Building
• Collaborative Teamwork
• Listening Skills

Certifications & Qualifications

• Series 7 License
• Series 66 License

Industry Keywords

• Financial Services
• Investment Industry
• High-Net Worth Individuals
• Sales Environment
• Client Needs Assessment

Tools & Technologies

• Microsoft Word
• Microsoft PowerPoint
• Microsoft Excel