Financial Advisor - Dallas (67428)
On-siteDallas, Texas, United States
Job Summary
Generate new prospect contacts through networking, referrals, social media outreach, and warm prospecting to build a robust pipeline. Conduct sales presentations with prospective clients to communicate financial strategy value and bring on new business. Establish and nurture relationships by understanding client goals and guiding them through the onboarding process. Collaborate with financial planning and portfolio management teams to ensure solutions align with objectives while developing knowledge in tax planning and regulatory guidelines. This performance-based role focuses on client acquisition and retention with no cap on earnings.
Required Qualifications
- Bachelor's degree in Business, Finance, Marketing, Communications, Sales or a related field
- Strong interest in sales, client acquisition, and financial services
- Excellent communication and interpersonal skills
- A proactive and self-motivated approach to business development and prospecting
- Strong desire to educate and guide people through finances
- Comfort with performance-based compensation and meeting sales targets
- Comfort with rejection and persistence in follow-up
- Eagerness to learn and grow in a fast-paced sales environment
- Track record of meeting or exceeding goals/targets
- Strong organizational skills and attention to detail
- Proficiency in Microsoft Office Suite
- Travel Expectations: 10%
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