Financial Advisor / Wealth Management Associate

Financial Advisor / Wealth Management Associate

Direct-Hire Perm Role

Location: DFW, East Texas, West Texas, San Antonio, and Austin, TX / Oklahoma

About Our Client:

Our Client empowers ambitious professionals to take control of their success by building their own financial services practice—with the backing of a Fortune 250 company that’s been trusted for nearly 160 years.

Our advisors are passionate about helping people achieve financial security, driven by integrity, purpose, and a commitment to doing what’s right. If you’re entrepreneurial, motivated by growth, and eager to make a lasting impact on clients’ lives, we invite you to join our team.

Our Client offers a wide range of services designed to support financial well-being:

• Retirement Planning: Crafting strategies to ensure a secure and fulfilling retirement

• Tax Strategy: Structuring investments with tax efficiency in mind

• Estate Planning: Helping clients protect and pass on their legacy

• High-Net-Worth Portfolio Management: Tailored investment solutions for affluent clients

• Small Business Services: Supporting entrepreneurs with growth-focused financial tools

• Lifestyle Planning: Balancing financial goals with personal aspirations

What Our Client Offers:

• Collaborative Support: You’ll be part of a team-driven culture where mutual success is the goal.

• Comprehensive Training: Access to mentorship, training sessions, and resources led by top advisors and industry leaders.

• Financial Stability: Backed by a Fortune 250 mutual company with nearly 160 years of financial strength.

• Inclusive Culture: We value diversity of thought, background, and experience to create a stronger, more dynamic team.

Key Responsibilities:

• Provide personalized financial recommendations to help clients achieve long-term financial security.

• Act as a trusted advocate for clients, fostering lasting, value-based relationships.

• Implement strategic financial plans and introduce innovative solutions to meet client goals.

• Consistently grow your client base through effective prospecting, referrals, and relationship-building.

• Stay current with industry trends and financial products through continuous training and professional development.

• Maintain high ethical standards and a client-first approach in all aspects of business.

Ideal Candidate:

• Entrepreneurial mindset and strong work ethic

• Goal-oriented and self-motivated

• Excellent communication and relationship-building skills

• Background in sales or client acquisition preferred

• Bachelor’s degree preferred

• Life Insurance Sales experience (2+ years preferred, but not required)

Benefits:

• 401(k) and Pension Plan

• Medical, Dental, and Vision Insurance

• Life and Disability Coverage

• Flexible Schedule

• Signing Bonus / Training Allowance (upon eligibility)

• Unlimited earning potential within a supportive, growth-oriented culture

Equal Opportunity Employer and Affirmative Action: Our Client is an equal opportunity employer and is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and employees without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information, military and veteran status, and any other characteristic protected by applicable law. As part of our commitment to diversity and inclusion, we are committed to taking affirmative action to ensure that equal employment opportunities are provided to qualified individuals with disabilities, veterans, women, and members of underrepresented minority groups.