Financial Advisor - Dallas, United States - Magellan Financial Inc

Description

2 days ago

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Magellan Financial & Insurance Services, Inc. provided pay range

This range is provided by Magellan Financial & Insurance Services, Inc. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range

$60,000.00/yr - $90,000.00/yr
Direct message the job poster from Magellan Financial & Insurance Services, Inc.
Explore your next professional community with Open Air Advisors, located in the vibrant city of Dallas, Texas.

We are celebrated for our expert retirement planning and wealth management services, but at our core, we're a thriving community.

Backed by a robust marketing campaign, we have a strong presence on national TV, radio, digital platforms, and through engaging live events, attracting clients who value our proficiency.

At Open Air Advisors, we do more than just plan for the future—we guarantee it.

Seize the chance to be part of our mission to provide meticulous financial planning that enriches the retirement years for each client we assist.

Compensation Package:
Join us as a Financial Service Advisor and become the cornerstone of our commitment to exceptional service.

Your role transcends financial planning; it's about nurturing enduring connections, delivering peace of mind in financial matters, and smoothing the road to a serene retirement for our clients.

Your journey with us is an opportunity for professional growth and to profoundly influence the lives of others.

Your Responsibilities:
Perform comprehensive quarterly reviews to ensure clients' financial strategies are in sync with their life changes.
Support our lead advisor robustly, enhancing our collective impact.
Undertake significant client service duties, becoming a reliable advisor and friend to our clientele.
Generate new business from provided leads.

Who We're Looking For:
Must have a Life and Health Insurance License and an active Series 65 or 66 License.
Strong communication skills, with the ability to build trust and rapport effortlessly.

Experience in financial planning and client engagement, or a strong interest and passion for the financial and retirement planning arena.

Motivated by the desire to assist others in achieving their financial dreams, aligning with our goal to expand and enrich more lives.

This role is based on-site in Dallas, Texas; remote work options are not available.
Open Air Advisors champions equal opportunity and values diversity in the workplace.

Position Type:
Full-time
Generous paid time off

Schedule:
Monday through Friday
8-hour shifts
Seniority level

Seniority level

Not Applicable
Employment type

Employment type

Full-time
Job function

Job function

Sales, Finance, and Strategy/Planning
Industries

Financial Services, Investment Advice, and Investment Management
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