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Financial Advisor
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Corebridge Financial Dallas, United States Full timeDemographics · $100M in assets · 10 Plans and locations to be serviced · 45,000 eligible employees within targeted locations · 1,500 · 2 other advisors in the area, but not directly on these plans · Plan Health Needs · Established governmental sites need on-site education and are ...
Financial Advisor - Dallas, United States - Magellan Financial Inc
Description
About Open Air Advisors:
Discover your next professional community at Open Air Advisors, situated in the lively city of Dallas, Texas.
Renowned for our specialized retirement planning and wealth management solutions, we view ourselves as more than just a firm—we are an active community.
Supported by an extensive marketing campaign, our presence spans national TV, radio, online platforms, and dynamic live events, consistently drawing clients who seek our expertise.
At Open Air Advisors, our dedication transcends basic future planning; we strive to ensure it.Take the opportunity to join our endeavor to deliver precise financial planning, enhancing the golden years for every client we serve.
Compensation Package:
Base Salary:
$60,000 - $90,000, plus Bonus Opportunities
Position Overview:
Financial Service Advisor(No Prospecting)
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.
Additional Details:
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
Benefits:
401(k) with matching
Employee discounts
Generous paid time off
Schedule:
Monday through Friday
8-hour shifts
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