Texas Financial Advisors ยท 1 day ago
Financial Advisor/Wealth Manager - Dallas, TX
Dallas, TX
Full-time
Onsite
New Grad, Entry Level
$70K/yr - $100K/yrTexas Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. The role involves identifying potential clients, assessing their financial needs, developing customized financial plans, and maintaining strong relationships with clients.
Financial ServicesRetirementTax PreparationWealth Management
No H1B
U.S. Citizen OnlyHiring Manager
Jason Mickool
Responsibilities
Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support
Qualification
Required
Associate's degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office
Benefits
One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Company
Texas Financial Advisors
Texas Financial Advisors is a financial services firm that offers wealth management, tax preparation, and retirement services.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase