Are you up for a challenge? Are you confident that you are the best at what you do? We are looking for a relationship builder to join our team, gather clients, and provide financial advice to our clients.

This charismatic and ambitious Financial Services Representative will be responsible for developing client relationships, gathering financial data, implementing plans, and providing advice on investments and insurance to make an impact in the lives of clients. Join our team to start making an impact in your own life.

This is a career move that could redefine everything. Build something. Be in control of your own life. Is your inner entrepreneur calling to be released? What if it were possible to do all those things at once: to build something, to have deep impact on the world around you, and to have greater control over the course of your life? It is in fact possible, and it’s happening throughout our firm. You, too, can make the move that may redefine your career. If you’ve considered business ownership, financial freedom and independence, then start your business with us.

As a Financial Services Representative, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you: Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind.

- Follow a well-defined career path that integrates education with mentorship and teaming opportunities

- Benefit from a culture of innovation that embraces growth and the changes that come with it

- Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership

- Have a voice – your contributions and input matter

- Experience the power of flexibility – and the freedom to design your work and your life the way you envision

How will you build your business? You will…

- Establish networks and cultivate referrals

- Develop and maintain long-term relationships with clients

- Provide financial solutions through fact-gathering and needs analyses

- Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates

Who do you need to be?

- A strong relationship-builder who takes a client-first approach

- A connector with people, a connector of people

- A dedicated worker: independent, self-motivated and goal-oriented

Contact us today to discuss a change to work that can have great impact on your life.

Job Type: Full-time

Pay: $81,200.00 - $90,923.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Opportunities for advancement
• Paid time off
• Retirement plan
• Tuition reimbursement
• Vision insurance

Experience level:

• 3 years

Schedule:

• Monday to Friday
• Weekends as needed

Education:

• Bachelor's (Required)

Experience:

• Sales: 3 years (Required)

License/Certification:

• Life & Health Insurance License (Preferred)
• Series 7 (Preferred)
• Series 66 (Preferred)

Work Location: Hybrid remote in Suite 300 San Antonio, TX 78216