Financial Advisor

TEKsystems; Fort Worth (TX); Hybrid; USD 63,000 - 65,000; Full time

Benefits offered by this job

ESOP

Bonus

401(k)

PTO

Holidays

Floating PTO days

Health vision dental

Job summary

TEKsystems in Fort Worth, TX, is seeking an intermediate professional for a hybrid call center role focused on outbound client engagement and service requests related to insurance and financial products. You will perform outbound calls to existing clients about contractual obligations, provide financial guidance, and support day-to-day planning, asset accumulation, and investment/risk management.

The position offers competitive compensation ($63,000–$65,000/year), an ESOP, a bonus plan, 401(k)

Qualifications

• FINRA licenses and securities registrations required
• Experience in a call center/sales environment preferred
• Financial services knowledge including investments and insurance

Responsibilities

• Make outbound calls to existing clients about contractual obligations
• Provide financial guidance and develop client financial plans
• Assist clients with day-to-day finances, asset accumulation, and wealth management

Skills

Call Center

Finra series license

Series 7

Series 63

Series 66

Life and Health

Financial Services

Financial analysis

Customer service

Customer service oriented

Investment management

Job description

Description

Call center Managed a balanced servicing and business development workload, dedicating approximately 25% of time to handling inbound client service requests from a que and 75% to outbound client engagement campaign, all "house clients." These campaigns primarily focus on insurance products but also include other initiatives, such as reminding clients to take their Required Minimum Distributions (RMDs) or informing them of eligibility for additional insurance benefits they have paid for. The core of their role involves making outbound calls to existing clients regarding contractual obligations. Giving financial consulting and focusing on financial plans; guidance managing day‑to‑day finances, building lifetime assets; savings/banking, investments/wealth management, insurance/risk management.

Skills

• Call Center
• Finra series license
• Series 7
• Series 63
• Series 66
• Life and Health
• Financial Services
• Financial analysis
• Customer service
• Customer service oriented
• Investment management

Top Skills Details

• Call Center
• Finra series license
• Series 7
• Series 63
• Series 66
• Life and Health
• Financial Services

Additional Skills & Qualifications

• Customer Service Experience
• Financial Guidance/Consulting Experience
• Outbound experience
• Finra Licenses

Experience Level

Intermediate Level

Job Type & Location

This is a Permanent position based out of Fort Worth, TX.

Pay and Benefits

The pay range for this position is $63000.00 - $65000.00/yr.

• 15% ESOP
• 5-7% bonus
• Option to contribute to a 401k account
• 16 Days of Paid Time Off, 10 holidays
• 2 floating PTO days every year
• Full health, vision & dental coverage

Workplace Type

This is a hybrid position in Fort Worth, TX.

Application Deadline

This position is anticipated to close on Aug 3, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands‑on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance

Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI)

We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.