Financial Advisor (Series 66/65)

TEKsystems; United States; Hybrid; USD 63,000 - 65,000; Full time

Benefits offered by this job

ESOP 15%

Bonus 5-7%

401(k) enrollment

Paid time off: 16 days + 10 holidays +

2 floating PTO days/year

Health, vision & dental coverage

Job summary

TEKsystems is seeking a Financial Advisor for a hybrid role in Fort Worth, TX. You will provide guidance on insurance, investments, and retirement planning, handling inbound inquiries and performing outbound client outreach.

Requires FINRA Series 7 and Series 66 (or Series 63/65) with 1+ year of advisor and call center experience; strong customer service and financial consulting skills are essential to success in this client-focused position.

Qualifications

• FINRA Series 7 and Series 66 (or Series 63/65) licenses are required.
• At least 1 year of Financial Advisor experience.
• At least 1 year of call center and/or outbound calling experience.
• Strong customer service, communication, and financial consulting skills.

Responsibilities

• Handle inbound client inquiries with exceptional service.
• Conduct outbound calls to existing clients about insurance, financial products, and retirement account requirements (RMDs).
• Educate clients on savings, investments, wealth management, and insurance solutions.
• Perform financial analysis and recommend strategies based on client needs.
• Maintain accurate client documentation and ensure regulatory compliance.

Skills

Series 7 license

Series 66 license

Financial advising

Outbound calling

Customer service

Job description

Financial Advisor (Hybrid | Fort Worth, TX)

Join a client-focused financial services team where you'll provide financial guidance and support through a mix of inbound service and outbound client engagement. This role is approximately 25% inbound customer service and 75% outbound outreach, helping existing clients understand and maximize their financial products, including insurance, investments, and retirement planning.

Key Responsibilities:

• Handle inbound client inquiries and provide exceptional customer service.
• Conduct outbound calls to existing clients regarding insurance benefits, financial products, and retirement account requirements (RMDs).
• Educate clients on savings, investments, wealth management, and insurance solutions.
• Perform financial analysis and recommend appropriate strategies based on client needs.
• Maintain accurate client documentation and ensure regulatory compliance.

Required Qualifications:

• FINRA Series 7 license.
• FINRA Series 66 license (or Series 63 & 65).
• 1+ year of Financial Advisor experience.
• 1+ year of call center and/or outbound calling experience.
• Strong customer service, communication, and financial consulting skills.

Work Schedule:

• Hybrid schedule: Work from home Monday & Friday; onsite Tuesday-Thursday in Fort Worth, TX.
• Hours: 8:00 AM - 5:00 PM.

#Westpriority26

Job Type & Location

This is a Permanent position based out of Fort Worth, TX 76134.

Pay and Benefits

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

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

15% ESOP, 5-7% bonuso Option to contribute to a 401k accounto 16 Days of Paid Time Off, 10 holidayso 2 floating PTO days every yearo Full health, vision & dental coverage

Job Type & Location

This is a Permanent position based out of Fort Worth, TX 76134.

Application Deadline

This position is anticipated to close on Oct 30, 2026.

Workplace Type

This is a hybrid position in Fort Worth,TX 76134.

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

Were 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. Were 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. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were 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.