Financial Advisor
Company: PrideStaff Financial
Location: Flower Mound
Posted on: February 20, 2021
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Job Description:
PrideStaff Financial has partnered with a growing Financial
Planning firm in Flower Mound, Texas who is looking to add a
Financial Advisor to their growing team. This role will lead sales
& marketing, client account maintenance & management, and general
client support. This is a direct hire position with strong earning
potential and will offer opportunity for long-term professional
growth. Responsibilities* Client review meeting preparation
including financial planning projections for retirement, education,
etc.* Review and allocate 401K plans for client accounts* Update
and maintain client portfolio data for tracking purposes
(Morningstar)* Manage--client communication regarding requests for
information and account updates* Conduct initial client meetings,
and uncover essential information for financial goals and--future
service offerings* Lead Client Review Meetings* Contact client
referrals for initial introduction and scheduling* Targeted
marketing--and networking * Continued education & development
regarding practice management, money management, etc.Requirements*
Preferred 1-2 years experience in Financial Planning Advisor or
Paraplanner role* Strong Communications skills - written & verbal*
Gregarious personality that thrives on providing a strong client
experience* Strong attention to detail* Strong organizational
skills* Strong computer skills
Compensation$50,000-$90,000?Compensation range based on previous
experience in related industry or role. (Even higher earning
potential for candidates with established AUM that will transfer
with new employment)
Keywords: PrideStaff Financial, Flower Mound , Financial Advisor, Accounting, Auditing , Flower Mound, Texas
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