Financial Advisor

NYL - Dallas

Financial Advisor

Dallas, TX
Full Time
Paid
  • Responsibilities

    Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our team. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, a passion for helping people, and smart decision-making. If this sounds like you, apply today! Responsibilities: • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Serve as a collaborative team player willing to further development through continued training opportunities • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their financial goals Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Must live in the Dallas/Fort Worth area Compensation: $114,500 at plan earnings

    • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Serve as a collaborative team player willing to further development through continued training opportunities • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their financial goals

  • Compensation
    $114,500 per year