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Financial Advisor

Company: PrideStaff Financial
Location: Flower Mound
Posted on: February 20, 2021

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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