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    Financial Advisor - San Antonio, United States - Magellan Financial & Insurance Services, Inc.

    Magellan Financial & Insurance Services, Inc.
    Magellan Financial & Insurance Services, Inc. San Antonio, United States

    4 weeks ago

    Magellan Financial & Insurance Services, Inc. background
    Description

    Financial Advisor Opportunity at Texas Financial Advisory )

    Who We Are:

    Texas Financial Advisory redefines the traditional workplace, fostering a collaborative environment where the financial passion of our team is translated into actionable strategies that serve our clients. Central to our mission is a dedication to comprehensive financial planning, supported by a strong marketing strategy that ensures our advisors' calendars are consistently booked. This enables them to focus on what they do best: offering expert advice.

    The Role:

    As a Financial Advisor, your key responsibility is to provide personalized financial advice and devise strategies aligned with our clients' retirement aspirations. Our comprehensive marketing efforts eliminate the need for cold calling by guaranteeing a continuous influx of prospective clients. Your role will involve establishing enduring relationships, delivering expert guidance, and assisting clients in achieving their retirement goals through our meticulous planning process.

    Your Impact:

    • Client Transformation: Utilize our suite of financial tools, including AUM, FIAs, and life insurance, to develop plans that actualize our clients' financial dreams.
    • Expertise in Financial Planning: Implement our thorough planning process to ensure clients feel confident and comprehensively advised.
    • Professional Development: We value growth and learning. While perfection is not expected, a commitment to improvement and skill enhancement is.

    Who You Are:

    • Client-Focused: Your ability to build rapport and genuinely engage with clients sets you apart.
    • Motivated: Your drive to make a difference in the lives of others is paramount.
    • Effective Communicator: You possess the skill to demystify complex financial concepts for our clients.
    • Qualified Professional: You hold an active Life and Health Insurance License and an Active Series 65 or 66 License, backed by substantive experience in the field. While perfection is not required, potential and a willingness to grow are essential.
    • Collaborative Team Member: You are eager to integrate into our team and contribute to our collective growth.

    Why Texas Financial Advisory?

    Joining Texas Financial Advisory is more than starting a new job; it's about becoming a vital part of a team dedicated to enhancing clients' lives with intelligent financial planning. In our firm, your role extends beyond typical duties, evolving into a journey of significant contributions that forge lasting legacies and foster growth, both for our clients and within our company.

    This position is based in Boerne, Texas, and requires your physical presence as remote opportunities are not available.

    Texas Financial Advisory is an Equal Opportunity Employer. We are committed to fostering a diverse and inclusive environment.

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