Wealth Management

Full Time
Irving, TX
Posted
Job description

We’ve been helping clients achieve financial security for over 160 years. We are searching for (2) special individuals to help us carry on that tradition. No financial experience is required. We will train, coach, mentor, and develop the right candidate in our Wealth Management Advisor Program. Here, you’ll have access to award-winning training, technology, planning tools, and supportive mentors to help you deliver expert advice to your clients.

We want people with different backgrounds and work experience, including but not limited to:

  • Financial management, sales, insurance, and financial services
  • Executive leadership
  • Community influencers
  • Former athletes
  • Military background
  • Prior sales and/ or business experience preferred


Compensation:

$78,000 at plan

Responsibilities:

  • As a financial advisor, you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives
  • Financial advisors are supported by training programs, mentoring, and unlimited access to resources to assist their clients

They are supported by a network of specialists who together provide guidance on:

  • Comprehensive Financial Planning
  • Personal Planning Analysis – Asset & Income Protection
  • Education Funding
  • Investment & Advisory Services
  • Trust Services – Estate Analysis
  • Retirement Solutions
  • Business Needs Analysis
  • Employee & Executive Benefits

Qualifications:

We want people with different backgrounds and work experience, including but not limited to:

  • 4- year College Degree
  • Self–starter and highly motivated
  • History of Success
  • Strong interpersonal and networking skills


About Company


Our business is about helping people succeed, and that starts with putting people first – our clients, employees, and financial professionals. We’re passionate about helping people build brighter futures and believe the best way to do that is by building strong, long-term relationships; finding out what matters most to people; and providing the financial guidance, tools, and solutions they need to succeed.

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