Financial Advisor: Own Client Relationships & Grow Your Book

Peak American Investment Advisors, Inc.; Plano (TX); On-site; USD 85,000 - 200,000; Full time

Job summary

Peak American Investment Advisors, Inc. is seeking a Financial Advisor who will own the client relationship from the initial conversation through ongoing planning and advice.

You’ll leverage exclusive leads and Peak’s marketing, technology, and back-office support to build a growing, long-term book of business. You’ll be supported with coaching, a modern planning platform, and a collaborative team while developing comprehensive strategies across investments, retirement, insurance, tax, and

Qualifications

• 2+ years of success in financial services, consultative sales, or another high-performance relationship-driven environment.
• Proven track record of developing new business or growing client relationships.
• Strong communication skills and confidence presenting in person, virtually, and over the phone.
• Ability to navigate sophisticated financial conversations with professionalism and good judgment.
• Comfort using technology, including CRMs, Microsoft Office, and financial planning tools such as eMoney.
• Series 65 or 66.
• Life & Health license, or the ability to obtain it within 60 days.
• Authorization to work in the U.S. without current or future visa sponsorship.

Responsibilities

• Lead discovery conversations to understand each client’s goals, values, priorities, and financial challenges.
• Develop comprehensive strategies across investments, retirement, insurance, tax, and estate planning.
• Guide clients through important financial decisions with clarity and confidence.
• Grow your business through qualified opportunities provided by Peak, referrals, and proactive relationship development.
• Deliver a high-touch, white-glove experience from the first meeting through long-term relationship management.
• Build lasting relationships that create opportunities for referrals and additional growth.
• Participate in ongoing sales and financial-planning training to continuously improve your craft.
• Operate with autonomy while leveraging Peak’s marketing, technology, coaching, and back-office infrastructure.

Skills

Relationship-building

Business development

Communication

CRM & planning tools

Problem solving

Owns client relationships

Education

Series 65/66

Life & Health license or ability to obtain in 60 days

US work authorization (no visa sponsorship required)

Tools

CRM software

Microsoft Office

eMoney planning tools

Job description

Peak American Investment Advisors, Inc. is seeking a Financial Advisor who will own the client relationship from the initial conversation through ongoing planning and advice.

You’ll leverage exclusive leads and Peak’s marketing, technology, and back-office support to build a growing, long-term book of business. You’ll be supported with coaching, a modern planning platform, and a collaborative team while developing comprehensive strategies across investments, retirement, insurance, tax, and