Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, challenging yourself, and providing superior customer service and expertise, then we would like to talk to you!
Our well-established and growing financial firm, Teamwork Financial , located in Austin, TX , is seeking to add a Financial Advisor to our team.
The Financial Advisor will have the opportunity to meet one-on-one with company leads from seminars, referrals, and existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making outbound calls to set appointments, building client relationships, and participating in public seminars, including introducing the main Advisor.
Qualifications
- Strong initiative
- Ability to market to local clients
- Persistence
- Entrepreneurial mindset to build client base
- CFP certification preferred
- 5+ years of financial services experience, with an emphasis on sales, preferred
- Life and Health Licensed; Series 65
- Strong organizational, prioritization, interpersonal, and management skills
- Strong mathematical and analytical skills
- Excellent verbal and written communication skills
- Proficient in MS Office Suite (Outlook, Excel, Word, PowerPoint)
Position Responsibilities
- Prepare, present, and implement customized financial plans
- Assist clients with annuities, life insurance, long-term care, and managed money
- Provide financial planning advice on investments, insurance, and retirement
- Develop, manage, and retain strong client relationships
- Assist the main Advisor in meeting individual and team goals
- Salary: $95,000 - $140,000 BOE
- Three weeks PTO (sick or vacation)
Work Hours
- Monday-Thursday: 8:30 am - 5:00 pm
- Friday: 8:30 am - 4:00 pm
- Some evenings required for client events
Presented by Advisor Employee Services
Thank you for your interest in the Financial Advisor role. Advisor Employee Services, based in Lenexa, Kansas, represents the top 1% of financial advisors nationwide in their hiring needs. Please explore our website and services at
We are not a staffing firm but have built a reputable, expanding business model that accurately matches personnel with established financial advisors. If you believe you have the skills required, please apply today!
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