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Financial Advisor

PrideStaff Financial

This is a Full-time position in Flower Mound, TX posted March 2, 2021.

nn PrideStaff Financial has partnered with a growing Financial Planning firm in Flower Mound, Texas who is looking to add a Financial Advisor to their growing team.

This role will lead sales & marketing, client account maintenance & management, and general client support.

nn nn n nn nn This is a direct hire position with strong earning potential and will offer opportunity for long-term professional growth.

nn nn n nn nn Responsibilities nn Client review meeting preparation including financial planning projections for retirement, education, etc.

Review and allocate 401K plans for client accounts Update and maintain client portfolio data for tracking purposes (Morningstar) Manage client communication regarding requests for information and account updates Conduct initial client meetings, and uncover essential information for financial goals and future service offerings Lead Client Review Meetings Contact client referrals for initial introduction and scheduling Targeted marketing and networking Continued education & development regarding practice management, money management, etc.

nn Requirements nn Preferred 1-2 years experience in Financial Planning Advisor or Paraplanner role Strong Communications skills
– written & verbal Gregarious personality that thrives on providing a strong client experience Strong attention to detail Strong organizational skills Strong computer skills nn n nn nn Compensation nn nn $50,000-$90,000 nn nn n nn nn Compensation range based on previous experience in related industry or role.

(Even higher earning potential for candidates with established AUM that will transfer with new employment) nn nn nn nnby Jobblenn

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