RecruitVine · 5 hours ago
Financial Advisor
Rockwall, TX
Full-time
Onsite
Mid, Senior Level
$65K/yr - $75K/yr
3+ years expRecruitVine is a retirement-focused independent wealth management firm offering a rare opportunity for experienced Financial Advisors. The role involves meeting with qualified leads, guiding them through financial planning processes, and converting them into loyal clients.
Staffing & Recruiting
Hiring Manager
Angela Johnson, M.S. HR
Responsibilities
Meet with qualified, warm leads provided through the firm’s marketing and seminar system — no cold calling required
Guide prospects through a structured discovery and financial planning process
Present educational retirement seminars every 3–5 weeks to groups of 20–40 attendees
Convert engaged prospects into loyal clients by demonstrating trust, value, and planning expertise
Explain portfolios, annuities, and insurance products clearly and confidently
Use Morningstar and other financial tools to analyze client holdings and present recommendations
Maintain accurate documentation for all client meetings and planning activities
Qualification
Required
FINRA Series 65 or 66 and Health & Life Insurance licensing required
Proven track record of bringing on new clients or assets through seminars, lead systems, or direct business development
3–7 years of experience in financial advising, wealth management, or retirement planning
Deep understanding of retirement income strategies, tax implications, and holistic planning conversations
Strong communication and presentation skills — able to connect with both individuals and groups
Preferred
Familiarity with MoneyGuidePro and Morningstar
Company
RecruitVine
🌟 I'm the Founder and CEO of RecruitVine LLC, a boutique recruitment firm specializing in connecting top talent with leading companies.
Founded in 2024Kutztown, PA, US
2-10 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase