Wealth Advisor Development Program

Jobtailor; Frisco (TX); On-site; USD 85,000 - 170,000; Full time

Job summary

Jobtailor in Frisco, TX seeks a seasoned Financial Advisor to work with high-net-worth individuals, identifying needs, developing relationships, and delivering tailored investment recommendations aligned with client goals. You will build a robust book of business and drive performance through referrals and proactive prospecting.

The ideal candidate holds Series 7 and 66 licenses (or 63/65 in lieu), has at least one year in financial services or investments, and demonstrates exceptional

Qualifications

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66).
• Minimum of one year experience in financial services or a sales environment with goals met or exceeded.
• Minimum of one year experience in the investments industry with knowledge of investment products.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills.
• Effective written and verbal communication skills.
• Proven ability to assess needs and recommend appropriate solutions.
• Entrepreneurial mindset with ability to source clients through prospecting and networking.

Responsibilities

• Identify needs of high-net-worth individuals and deliver tailored recommendations.
• Develop a book of business to meet and exceed performance hurdles.
• Prioritize sourcing prospective clients, leveraging referrals and assessing client needs.
• Recommend investment products and services aligned with client objectives.
• Organize and manage resources to run a productive practice.
• Complete mandated training and performance goals.

Skills

Client Relationship Management

Goal-Oriented

Prospecting

Networking

Interpersonal Skills

Effective Communication

Listening Skills

Teamwork

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Jobtailor in Frisco, TX seeks a seasoned Financial Advisor to work with high-net-worth individuals, identifying needs, developing relationships, and delivering tailored investment recommendations aligned with client goals. You will build a robust book of business and drive performance through referrals and proactive prospecting.

The ideal candidate holds Series 7 and 66 licenses (or 63/65 in lieu), has at least one year in financial services or investments, and demonstrates exceptional