Financial Advisor/Wealth Manager - Dallas, TX

Texas Financial Advisors; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A financial advisory firm in Dallas, TX is seeking an Entry-level Financial Advisor to help clients achieve their financial goals. The position offers extensive training, a strong support system, and significant career growth opportunities. Ideal candidates will have great people skills, a strong work ethic, and an entrepreneurial spirit. Average first-year earnings exceed $70,000 with top earners making over $100,000.

Qualifications

• Must obtain series licenses to be approved as a Financial Advisor.
• Must be a U.S. or Permanent Resident.
• Willing to work in office.

Responsibilities

• Identify and set appointments with potential clients.
• Meet with clients to assess their financial needs.
• Develop customized financial plans to address each client's goals.
• Maintain relationships with clients, tracking progress over time.
• Provide ongoing consultation and support.

Skills

Great people skills

Strong work ethic

Entrepreneurial spirit

Education

Associate’s degree in business or industry-related field

Job description

Texas Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.

Being a Texas financial advisor requires a contemporary way of thinking and doing. At TFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.

Responsibilities

• Identify and set appointments with potential clients
• Meet with clients to assess their financial needs
• Develop customized financial plans to address each of the clients desired goals
• Maintain strong relationship with clients, helping them track their progress over time
• Provide ongoing consultation and support

Features of this Position

• One‑on‑one training from seasoned leaders in the local financial planning industry
• A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
• Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
• Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)

Job Requirements

• Associate’s degree in business or industry‑related field
• Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
• Must be a U.S. or Permanent Resident
• Willing to work in office

Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of first‑year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.

Visit our website at http://www.floridafa.com

Seniority level

Entry level

Employment type

Full‑time

Job function

Finance, Marketing, and Sales

Benefits

• Medical insurance
• Vision insurance
• 401(k)

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