What are the responsibilities and job description for the Financial Advisor - South Texas position at Cornerstone Financial Strategies?
Looking for a career change or to grow your success?
Become a Financial Advisor
At Opes One, you’ll be part of a Financial Services Team which allows you the freedom to provide solutions for clients from a strong portfolio of innovative financial products/strategies. You’ll have access to advanced technology tools and in-depth training, and a resource network so you can focus on activities that get results.
Our highly qualified team of professionals provides specialized expertise in areas including risk management, disability insurance, life insurance, retirement savings, investments, business succession planning, and estate planning. You will have the chance to help others turn their financial dreams into reality and make a positive impact on the lives of your associates and your community.
What sort of responsibilities should a person in this position expect?
- We seek people interested in constantly expanding their skill set and developing their potential.
- You will be required to show initiative in prioritizing tasks and carrying them through to completion.
- With our guidance, you will set and attain your own financial objectives.
- You will collaborate with other successful agents in our firm to help build your client base.
- You should be able to develop strong business relationships throughout the community.
What qualifications are we looking for in a person?
- Strong market development and networking skills
- Self-motivated, disciplined and goal-oriented
- A strong verbal, written, and interpersonal communicator with demonstrated success in building new relationships
- Exhibits a commitment to professionalism, honesty, and a strong work ethic
- BA, BS, and/or graduate degree or equivalent work experience
- Sales experience ideal
- Financial Industry or insurance experience not required, but must be able to obtain appropriate license(s)
- Bi-lingual a plus (Spanish & English)
- Must be a US Citizen or Permanent Resident only
Anticipated Income: $65,000K - $150,000K
Results-driven compensation, and access to a competitive benefits package including medical, dental, vision, life, disability, and retirement plans are available for qualified Financial Services Consultants. Management, and Senior Management opportunities available with performance.
If you want to take your income and personal growth to the next level, apply today!
Salary : $65,000 - $150,000