Opportunity
Fast growing, award winning, high-end boutique Financial Advisory Firm is seeking a career oriented, goal driven individual to join our exceptional and highly positive team. You will work closely with our President and receive valuable training and professional development from one of the best.
Our Brand
We are a Premier Wealth Management Firm located in Fort Worth, TX managing approximately 450 million in assets. We consistently rank in the top 5 out of 1,200 advisors, with 4 years as #1. We are committed to delivering exceptional, personal service to our clients.
Financial Advisor Benefits:
- Health insurance
- Paid time off
- 401(k)
- 401(k) matching
- Relocation assistance
- Professional development assistance
Responsibilities:
- Prepare for quarterly and annual reviews, including account research and portfolio recommendations
- Actively participate in client meetings, demonstrating strong note-taking abilities and proactive follow-up communication
- Assist with scheduling and communications
- Facilitate the opening of new accounts, ensuring applications and compliance requirements are fulfilled
- Conduct annual client meetings
- Utilize eMoney software to gather data and craft presentations for clients
- Make prospect calls and maintain organized prospect pipelines
- Assist with monthly dinner events.
Financial Advisor Requirements:
- CFP (preferred) or working towards
- Series 7 & 66 required
- Minimum 2 years of financial experience or education
- Proficient in Microsoft Office
- Prior eMoney experience a plus
Job Type: Full-time
Pay: $65,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
- Professional development assistance
- Relocation assistance
Compensation package:
Weekly schedule:
Work setting:
Education:
License/Certification:
- Series 66 and Series 7 (Preferred)
Ability to Relocate:
- Fort Worth, TX: Relocate with an employer provided relocation package (Preferred)
Work Location: In person