Financial Advisor/Wealth Manager

About the Role

Texas Financial Advisors offers the opportunity to create your own financial success by helping clients achieve theirs. We provide extensive training, resources, and support. This role requires a contemporary way of thinking and doing, going beyond traditional financial advice by considering clients' professions.

Key Responsibilities

• Identify and set appointments with potential clients
• Meet with clients to assess their financial needs
• Develop customized financial plans to address client goals
• Maintain strong relationships with clients and track their progress
• Provide ongoing consultation and support

Training and Development

• One-on-one training from seasoned leaders in the local financial planning industry
• Comprehensive training program covering:
• Financial planning
• Analyzing investment portfolios
• Management and portfolio recommendations
• Marketing techniques
• Consultative selling
• Client service
• Regulatory compliance

Compensation and Growth

• Uncapped earning potential; advisors can make $100,000+ in their first year.
• Compensation is results-based.
• Significant career growth opportunities, including a leadership program (District Manager, Field Vice President, and other opportunities).

Average earnings for first-year Financial Advisors exceed $70,000, with top earners making over $100,000.

Compensation is provided after completion of licenses and qualifications.

Requirements & Tech Stack

• Associate’s degree in business or an industry-related field
• Must obtain series licenses and be approved to be a Financial Advisor prior to starting
• Must be a U.S. Citizen or Permanent Resident
• Willingness to work in the office

Qualifications

• Energy
• Great people skills
• Strong work ethic
• Entrepreneurial spirit
• Contemporary way of thinking and doing