Financial Advisor

iBovi - Staffing, Consulting and Recruitment Services; Southlake (TX); On-site; USD 150,000 - 500,000; Full time

Job summary

A staffing and consulting firm is seeking a Financial Advisor in Southlake, TX. The ideal candidate will have a Bachelor's degree in finance or a related field and must obtain necessary financial licenses. Responsibilities include managing client relationships and providing financial guidance. The position offers full-time employment and opportunities for growth in a supportive environment.

Qualifications

• Must hold, or be willing to obtain, financial licenses.
• Must be eligible to register as an Investment Advisor Representative.
• Proven ability to build and manage client relationships.

Responsibilities

• Develop and manage client relationships with professionalism.
• Engage with clients to identify their financial needs.
• Provide guidance on financial products and services.

Skills

Client relationship management

Strong communication skills

Presentation skills

Entrepreneurial mindset

Education

Bachelor's degree in finance, business, or economics

Job description

1 day ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

• Must hold, or be willing to obtain, one of the following:
• FINRA Series 65
• OR FINRA Series 7 and Series 66 licenses
• OR approved professional designation that exempts licensing (CFP, CFA, ChFC, CIC, or PFS)
• Must be eligible to register as an Investment Advisor Representative (IAR) with the Texas State Securities Board
• Bachelor’s degree in finance, business, economics, or related field preferred
• Proven ability to build and manage client relationships with professionalism and integrity
• Strong communication, presentation, and interpersonal skills
• Entrepreneurial mindset with a drive to grow a client base and meet performance goals
• Must pass a background check and comply with all applicable regulatory and firm policies
  
  

Requirements

• Must hold, or be willing to obtain, one of the following:
• FINRA Series 65
• OR FINRA Series 7 and Series 66 licenses
• OR approved professional designation that exempts licensing (CFP, CFA, ChFC, CIC, or PFS)
• Must be eligible to register as an Investment Advisor Representative (IAR) with the Texas State Securities Board
• Bachelor’s degree in finance, business, economics, or related field preferred
• Proven ability to build and manage client relationships with professionalism and integrity
• Strong communication, presentation, and interpersonal skills
• Entrepreneurial mindset with a drive to grow a client base and meet performance goals
• Must pass a background check and comply with all applicable regulatory and firm policies
  
  

At Strategies (Powered by Guardian Life and Park Avenue Securities), we understand that Financial Professionals continually evaluate opportunities to optimize their practice. Founded by an experienced advisor, our firm is structured around a core principle: the success of our partners. We focus on delivering concrete value through established frameworks and resources designed to enhance your efficiency and growth. Here's an overview of what our partnership offers: Client Base Development: Access established systems designed to facilitate client acquisition and engagement. Financial Strength and Product Access: Benefit from the stability of Guardian Life and Park Avenue Securities, gaining access to a comprehensive suite of trusted, industry-leading financial products and solutions. Comprehensive Support Infrastructure: Leverage robust operational support and expertise in advanced markets to streamline your practice. Technology Integration: Utilize leading-edge technology platforms designed to enhance client service and operational efficiency. Competitive and Efficient Compensation: Benefit from competitive compensation structures coupled with a focus on minimizing overhead. Structured Financial Planning Process: Implement a well-defined and effective financial planning process to drive meaningful client outcomes. Instead of wondering if the grass is greener elsewhere, explore a partnership with Strategies built on tangible support and a commitment to your professional advancement.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

Referrals increase your chances of interviewing at iBovi - Staffing, Consulting and Recruitment Services by 2x

Get notified about new Financial Advisor jobs in Southlake, TX.

Dallas, TX $150,000.00-$500,000.00 2 weeks ago

Bedford, TX $105,000.00-$250,000.00 1 week ago

Wealth Advisor (Hybrid: Colleyville, TX)

Dallas-Fort Worth Metroplex $90,000.00-$150,000.00 2 weeks ago

Dallas-Fort Worth Metroplex $135,000.00-$145,000.00 4 days ago

Dallas, TX $27,550.00-$125,000.00 3 days ago

Fort Worth, TX $100,000.00-$125,000.00 1 week ago

Director of Finance - $5,000 sign on incentive

Dallas-Fort Worth Metroplex $300,000.00-$500,000.00 2 days ago

Director of Financial Planning and Analysis

Frisco, TX $90,000.00-$120,000.00 3 days ago

Dallas, TX $74,100.00-$147,800.00 6 days ago

Wealth Advisors Operations Specialist I - Trust

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.