Wealth Advisor: Training, Growth, $100K+ Earning Potential

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

Benefits offered by this job

In-office training

Career growth program

Leadership opportunities

Job summary

Texas Financial Advisors provides you with training, resources, and support to build your own financial success. You don’t need prior finance experience to join our team, but you do need energy, great people skills, and an entrepreneurial spirit.

We will help you become a confident advisor in a fast-growing firm that serves working-class clients. As an advisor, you’ll identify prospects, meet clients, create financial plans, and maintain ongoing support, with uncapped earning potential and

Qualifications

• Associate’s degree in business or related field.
• Must obtain series licenses and be approved to become a Financial Advisor prior to starting.
• Must be a U.S. citizen 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 strong relationship with clients, helping them track their progress over time.
• Provide ongoing consultation and support.

Skills

Client prospecting

Financial planning

Relationship building

Sales & consulting

Public speaking

Education

Associate’s degree in business or related field

Tools

Series licenses

Job description

Texas Financial Advisors provides you with training, resources, and support to build your own financial success. You don’t need prior finance experience to join our team, but you do need energy, great people skills, and an entrepreneurial spirit.

We will help you become a confident advisor in a fast-growing firm that serves working-class clients. As an advisor, you’ll identify prospects, meet clients, create financial plans, and maintain ongoing support, with uncapped earning potential and