Entrepreneurial Financial Advisor | Build Your Own Practice

Canopy Capital Strategies; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Incentive trips

Recognition programs

National conferences

Modern workplace

Job summary

Canopy Capital Strategies in Dallas, TX is seeking motivated individuals to start or accelerate a career in financial services. The role emphasizes building a personal book of business, client relationships and ongoing training.

You will receive mentorship, coaching, licensing support (Life, SIE, Series 7/66, CFP, CLU), marketing assistance and a path to partnership. The company offers performance-based income opportunities, awards, travel, and a collaborative office environment.

Responsibilities

• Build and grow a personal book of business through client acquisition and relationship development.
• Meet with prospective clients through personal business development efforts.
• Analyze clients' financial situations, goals and priorities.
• Develop customized financial strategies and recommendations by educating individuals/families on insurance, retirement planning and wealth accumulation.
• Participate in ongoing training, coaching and professional development programs.
• Track business development activities and progress toward goals.
• Collaborate with advisors for joint work and learn from industry professionals.

Job description

Canopy Capital Strategies in Dallas, TX is seeking motivated individuals to start or accelerate a career in financial services. The role emphasizes building a personal book of business, client relationships and ongoing training.

You will receive mentorship, coaching, licensing support (Life, SIE, Series 7/66, CFP, CLU), marketing assistance and a path to partnership. The company offers performance-based income opportunities, awards, travel, and a collaborative office environment.