Wealth Advisor: Warm Leads, Hybrid Sales & Planning

Staffing In Motion; Plano (TX); Hybrid; USD 65,000 - 120,000; Full time

Benefits offered by this job

Health, Vision & Dental Insurance(100%

401(k) match 50% up to IRS max

20 days PTO + 9 holidays

Parental Leave (8 weeks)

Back-up Child Care

Learning & Development framework

Job summary

Staffing In Motion in Plano, Texas seeks a financial advisor to manage short-term client relationships and close warm leads. The role emphasizes a hybrid service and sales model with limited cold calling.

Base compensation ranges from $65,000 to $120,000 plus commissions, with first-year totals around $130,000 and long-term earnings often between $150,000 and $280,000, plus strong benefits and career development opportunities.

Responsibilities

• Educate clients on what it means to work with our firm
• Articulate our investment philosophy to clients
• Align our portfolio strategy with clients’ goals
• Oversee the transfer of clients’ assets
• Monitor the implementation of clients’ investment portfolios
• Collaborate with several teams to provide unparalleled service
• Introduce clients to their long-term relationship manager

Skills

Client relationships

Closing deals

Team collaboration

Financial services knowledge

Job description

Staffing In Motion in Plano, Texas seeks a financial advisor to manage short-term client relationships and close warm leads. The role emphasizes a hybrid service and sales model with limited cold calling.

Base compensation ranges from $65,000 to $120,000 plus commissions, with first-year totals around $130,000 and long-term earnings often between $150,000 and $280,000, plus strong benefits and career development opportunities.