Financial Solutions Advisor - Central DFW

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

Requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• Has at least one year experience in the investments industry
• Has at least one year experience working in the financial service industry and/or a sales environment
• Sets and accomplishes goals
• Builds and nurtures strong relationships
• Communicates effectively and confidently
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Visa Sponsorship