Financial Advisor

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

WHAT DOES A REWARDING CAREER LOOK LIKE IN FINANCIAL SERVICES?

PURPOSE: Make a meaningful difference in the lives of individuals, families, and your community through purpose-driven work that creates lasting impact.

GROWTH: Accelerate your success through structured training, mentorship, professional development, and licensing support designed to help you reach your full potential.

SUPPORT: Join a collaborative team that is genuinely invested in your success, providing the guidance, resources, and encouragement needed to grow personally and professionally.

FREEDOM: Build a career on your terms in an entrepreneurial environment that offers flexibility, autonomy and the ability to shape your future.

OWNERSHIP: Build a business, not just a book of business. Develop lasting client relationships and create long-term enterprise value that you can truly call your own.

INCOME OPPORTUNITIES: Create financial independence through a career that rewards initiative and performance.

WHO SHOULD BE CONSIDERING A CAREER WITH US?

• Recent Graduate: in finance, economics or business.
• Junior Advisors: seeking mentorship, coaching advancement and partnership.
• Established Advisors: frustrated by limited support for marketing and operations.
• Career Changers: with relationship-building talent in sales or business development.
• Entrepreneurs: seeking meaningful problem-solving and client impact.
• Military Veterans: bringing leadership, discipline and a service mindset.

ROLE DETAILS

Whether you already have industry experience or are entering the profession for the first time, our team is focused on helping you develop the confidence, competence and resources necessary for long-term success.

KEY RESPONSIBILITIES

• Build and grow a personal book of business through client acquisition and relationship development. You’ll receive up to 80 leads per day and marketing support to help you build your client base.
• 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 recommendations, retirement planning, wealth accumulation strategies, asset protection and risk management.
• 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.

RESOURCES & TRAINING

We believe your success is our responsibility. Our goal is to help you grow with confidence while accelerating your professional development.

We provide the following support:

• Industry-leading onboarding and advisor development programs
• Weekly sales and product training sessions
• One-on-one mentorship/coaching from experienced advisors
• Access to specialists and advanced planning resources
• Marketing and operational support
• Support for industry licensing and professional designations (Life, SIE, Series 7 and Series 66, CFP, CLU)

COMPENSATION & INCOME OPPORTUNITIES

Our compensation structure is designed to reward activity, growth and results.

• Activity-based compensation for business development efforts
• Commission earnings from implemented client solutions
• Performance bonuses tied to production milestones
• Team performance bonus opportunities
• Long-term renewal and recurring revenue opportunities
• Additional stipends for new advisors (Year 1-4)

Additional Rewards, Recognition and Perks:

• Incentive trips and travel experiences
• Recognition programs
• National conferences and industry events
• Modern Workplace Amenities and Professional Office Environment