Company Description:

We are a Texas financial agency dedicated to helping individuals and families navigate their financial journeys. We offer a comprehensive suite of financial planning services, empowering our clients to achieve their long-term financial goals. Our collaborative environment fosters teamwork and continuous learning for a rewarding career.

Role Description:

Do you have a passion for helping people achieve financial well-being? Join our growing team of Financial Professionals and make a positive impact on the lives of our diverse clientele.

Here's what you'll do:

• Become a Financial Planning Expert: Receive in-depth training on financial planning strategies, investment vehicles, and effective client communication.
• Build Meaningful Client Relationships: Develop long-term connections with clients, understanding their unique financial goals, risk tolerance, and life stage.
• Craft Personalized Financial Plans: Leverage your expertise to create customized financial roadmaps that cater to individual needs, whether it's saving for a child's education, planning for retirement, or building wealth.
• Guide Clients with Confidence: Educate clients on financial concepts, empowering them to make informed decisions and achieve their financial aspirations.

Responsibilities:

• Conduct in-depth consultations to assess client's financial situation, goals, risk tolerance, and life stage.
• Develop and present personalized financial plans, including investment recommendations, budgeting strategies, and debt management solutions.
• Foster strong client relationships through clear communication, ongoing service, and building trust.
• Stay informed on industry trends and adapt your approach to meet evolving client needs.

Why Partner with Us?

• Comprehensive Training & Support: We provide industry-leading training, cutting-edge CRM & client portal access, and ongoing mentorship from experienced professionals.
• Growth-Oriented Environment: Benefit from a collaborative team and leadership dedicated to your long-term success.
• Established Marketing Engine: Leverage our lead generation system and marketing expertise to build your client base.
• Remote Capacity: All of this can be done from your computer at home!

Qualifications:

• Strong desire to assist clients in achieving their financial goals.
• Excellent communication and interpersonal skills to build lasting client relationships.
• Ability to explain complex financial concepts in clear and understandable terms.
• A passion for learning and staying current on financial planning trends.
• Commitment to ethical practices and upholding fiduciary responsibility.

Bonus Points:

• Previous experience in financial services or sales.
• Proven success in building a sustainable client base.

Ready to Launch Your Rewarding Career in Financial Services?

We offer a competitive compensation package and a supportive environment where you can make a real difference in people's lives. Help individuals and families achieve financial security - Join our team today!

Job Types: Full-time, Part-time

Pay: $60,000.00 - $85,000.00 per year

Expected hours: 16 – 40 per week

Benefits:

• Employee discount
• Financial planning services
• Flexible schedule
• Life insurance
• Professional development assistance
• Retirement plan

Compensation package:

• 1099 contract
• Bonus opportunities
• Commission pay
• Stock options

Weekly schedule:

• Choose your own hours
• Monday to Friday
• Weekends as needed

Work setting:

• Hybrid work
• Office

Work Location: Hybrid remote in Fort Worth, TX 76107