- 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.
- 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.
Financial Advisor - Boerne, United States - Magellan Financial & Insurance Services Inc
Description
Financial Advisor Opportunity at Texas Financial Advisory )
Who We Are:
Texas Financial Advisory transforms the conventional workplace into a cooperative space, channeling the financial enthusiasm of our team into practical strategies that benefit our clients. At the core of our operations is our commitment to providing comprehensive financial planning. This is reinforced by a robust marketing strategy that keeps our advisors' schedules full, allowing them to concentrate on their expertise: delivering expert advice.
The Role:
As a Financial Advisor, you play a crucial role in offering tailored financial guidance and developing strategies that match our clients' retirement goals. Thanks to our extensive marketing initiatives, this position does not require cold calling, as it ensures a steady stream of incoming clients. Your duties will include building lasting relationships, providing expert advice, and helping clients realize their retirement objectives through our detailed planning process.
Your Impact:
Who You Are:
Why Texas Financial Advisory?
Joining Texas Financial Advisory is more than just taking on a job; it means becoming an essential member of a team committed to improving clients' lives through savvy financial planning. At our firm, your role goes beyond the usual responsibilities, evolving into a path of meaningful contributions that help create enduring legacies and promote 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.