Financial Advisor - Plano,TX - Market 23, Region 193

A career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more.

Requirements

• build relationships to create new clients via face-to-face and virtual sourcing strategies
• deeply understand clients' and prospective clients' needs, priorities, and concerns
• oversee branch processes, roles, and responsibilities
• engage the branch team to create, monitor, and adjust the branch business plan
• create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability

Benefits

• paid training
• salary for the first five years
• firm-provided branch office
• branch office support