30+ days ago


Sugar Land, TX


Are you groomed and/or already a Financial Advisor, experienced in financial planning, or have experience in paraplanning?  Can you imagine working ONLY WITH WARM LEADS? Are you driven, self-motivated, customer focused and have predetermined that this is the career path for you? Are you engaging with others? If yes, please continue reading. If you enjoy working closely with clients, developing long-term relationships, building custom financiual plans, constantly challenging yourself while providing superior customer service and expertise, we want to talk with you!  Our well-established and growing financial firm is seeking to add a Financial Advisor to our Team! 

As a Financial Advisor you will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the primary advisor, servicing existing clients, making active outbound calls to set appointments with warm prospects and existing clients, client relationship building and participation in public seminars – including introducing the primary advisor. 

Minimum Requirements: 
• College degree preferred 
• 2+ years of financial services experience with an emphasis on sales 
• Life and Health Licensed; Series 65 
• Strong organizational, prioritization, interpersonal & management skills 
• Strong mathematical and analytical skills 
• Excellent communications skills; both verbal and written 
• Proficient with MS Office Suite (Outlook, Excel, Word & Power point) / Mac Proficient
• Experience with Redtail/CRM preferred, but not required 

Position Responsibilities: 
• Prepare, present and implement customized financial plans 
• Assist clients with annuities, life, long-term care & managed money 
• Provide financial planning advice to include investment, insurance & retirement 
• Develop, manage and retain strong client relationships 
• Assist main Advisor with meeting individual and team goals

Key Traits:

  • Strong Initiative
  • Positive Attitude
  • Assumes Leadership
  • Thrives in Fast Paced Environment
  • Engaging
  • Hones Persistence
  • An entrepreneurial perspective to build client base
  • Ability to market to local clients 
  • Persuasive ability
  • Personable
  • Excellent Phone Presentation
  • Well Organized / Appreciates Procedures
  • Confidence
  • Introspective
  • Attentive
  • Ability to Teach (Communication Savvy)