6 Jobs in Fort Worth, TX
Alpha Wealth Services is Hiring a Remote Financial Professional
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.
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: $78,000.00 - $98,000.00 per year
Expected hours: 16 – 40 per week
Benefits:
- Financial planning services
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
Compensation package:
- Bonus opportunities
Weekly schedule:
- Monday to Friday
- Weekends as needed
Work setting:
- Remote
Work Location: Hybrid remote in Fort Worth, TX 76107
Job Summary
Part Time | Full Time
$124k-143k (estimate)
05/10/2024
09/05/2024
The job skills required for Financial Professional include Planning, Budgeting, Leadership, Financial Services, Financial Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Professional. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Professional. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Professional positions, which can be used as a reference in future career path planning. As a Financial Professional, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Professional. You can explore the career advancement for a Financial Professional below and select your interested title to get hiring information.
If you are interested in becoming a Financial Professional, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Professional for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Professional job description and responsibilities
A financial advisor provides financial advice or guidance to customers for compensation.
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A financial advisor can be distinguished from an execution stockbroker that simply places trades for clients or a tax accountant who simply prepares tax returns without providing advice on how to maximize tax advantages.
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A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
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Financial advisors may run their own firm or they might be part of a larger office or bank.
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A financial advisor can offer tips on buying a car, saving for college, and refinancing a home mortgage.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Professional jobs
A wide variety of other licenses and certifications may be required depending on the services provided by a given financial advisor.
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To become a financial advisor, one first needs to complete a bachelor's degree.
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To use the CFP designation from the Certified Financial Planner Board of Standards, an advisor must complete a lengthy education requirement, pass a stringent test and demonstrate work experience.
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Many financial advisors, whether they already have professional degrees or not, go through certification programs for more training.
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Many financial firms also require a certain minimum GPA cut-off for new graduates, meaning that excellent grades are a must.
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Step 3: View the best colleges and universities for Financial Professional.
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