Financial Advisor

Role Overview

We are seeking a driven and seasoned Financial Advisor to join our team in the Dallas-Fort Worth, TX area. The successful candidate will deliver comprehensive financial planning and investment management services, build and maintain strong client relationships, and contribute to the firm’s growth. This role requires a proactive professional with a proven track record in the financial services industry.

Key Responsibilities

• Develop and implement tailored financial plans that address investment, retirement, estate, and insurance needs.
• Provide ongoing financial guidance and support, adjusting strategies as goals evolve.
• Build and maintain strong client relationships, fostering trust and long-term partnerships.
• Acquire and manage a book of business, expanding the firm’s client base.
• Perform thorough financial analyses and market research to identify investment opportunities.
• Ensure compliance with regulatory requirements and ethical standards.
• Participate in business development activities, including networking and client acquisition.
• Stay current on industry trends, regulations, and product offerings.

Skills, Knowledge and Expertise

• Experience as a Financial Advisor.
• Active Series 65 or 66 license required.
• Active Health and Life Insurance licenses required.
• Established book of business required.
• Solid understanding of financial planning principles, investment strategies, and insurance products.
• Excellent communication, interpersonal, and presentation skills.
• Proven ability to build and maintain client relationships.
• Self-motivated, results-oriented, and capable of working independently.
• Bachelor’s degree in finance, economics, or a related field preferred.
• Proficient with financial planning software and CRM systems.