Wealth Advisor | Launch Your Financial Planning Career

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

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.