Wealth Advisor: Uncapped Earnings & Growth

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

Benefits offered by this job

Uncapped earnings potential

Comprehensive training program

Leadership opportunities within the公司

Job summary

Texas Financial Advisors in Austin, TX is seeking a motivated financial advisor. No prior finance experience is required, only energy, strong people skills, a solid work ethic and an entrepreneurial spirit.

The company provides extensive training, resources, and support to help you excel from day one. Daily duties include setting appointments, assessing client needs, and building customized financial plans.

Qualifications

• Associate’s degree in business or industry-related field is required.
• Must obtain series licenses and qualify to be approved as a Financial Advisor before starting in office.
• U.S. citizen or permanent resident required; must be willing to work in the office.

Responsibilities

• Identify and set appointments with potential clients.
• Meet with clients to assess financial needs and goals.
• Develop customized financial plans for each client.
• Maintain relationships and track client progress over time.
• Provide ongoing consultation and support to clients.

Skills

People skills

Entrepreneurial spirit

Strong work ethic

Communication skills

Education

Associate's degree in business or related field

Job description

Texas Financial Advisors in Austin, TX is seeking a motivated financial advisor. No prior finance experience is required, only energy, strong people skills, a solid work ethic and an entrepreneurial spirit.

The company provides extensive training, resources, and support to help you excel from day one. Daily duties include setting appointments, assessing client needs, and building customized financial plans.