Hybrid Financial Advisor - Growth & Planning Specialist

DFW Wealth Strategies; United States; Hybride; USD 90 000 - 150 000; Plein temps

Résumé du poste

DFW Wealth Strategies in Texas is seeking a full-time Financial Advisor for a hybrid role with some work-from-home flexibility. You will meet clients, understand their goals, and craft comprehensive financial plans across investments, retirement, protection, and cash flow.

You will recommend products, implement and monitor plans, and adjust strategies as client needs and market conditions change. Expect prospecting, client reviews, and strict compliance with fiduciary standards.

Qualifications

• Strong foundation in financial planning and advisory to design client-focused strategies.
• Knowledge of finance and investments to analyze portfolios and assess risk.
• Experience or training in retirement planning to support income needs.
• Excellent communication and relationship-building with clients.
• High ethical standards and commitment to regulatory compliance and fiduciary duties.
• Ability to work both independently and in a hybrid environment.

Responsabilités

• Meet with clients to understand goals and assess current financial situations.
• Develop comprehensive financial plans covering investments, retirement, protection, and cash flow.
• Recommend appropriate financial products and strategies and implement plans.
• Monitor client plans and adjust recommendations as market conditions change.
• Prospecting, networking, and conducting client reviews to grow the practice.
• Maintain compliance and documentation, collaborating with internal teams for support.

Connaissances

Financial Planning

Client service

Regulatory compliance

Fiduciary responsibilities

Hybrid work

Time management

Formation

Bachelor’s degree in finance, economics, business, or related field

FINRA registrations or insurance licenses (preferred)

Description du poste

DFW Wealth Strategies in Texas is seeking a full-time Financial Advisor for a hybrid role with some work-from-home flexibility. You will meet clients, understand their goals, and craft comprehensive financial plans across investments, retirement, protection, and cash flow.

You will recommend products, implement and monitor plans, and adjust strategies as client needs and market conditions change. Expect prospecting, client reviews, and strict compliance with fiduciary standards.