Financial Advisor

Location: Plano, TX
Date Posted: 04-05-2013

Financial Advisor - Plano, Texas

Our client is one of the largest independent broker/dealers in the country. Due to the turmoil in the financial services industry over the past decade and the issues many have faced in a challenging economy, the need for financial awareness, education, and assistance has become critical. Everyday people have had to become more aware and responsible for their finances while industry professionals have been forced to find new ways to assist their clients during the ebbs and flows of the marketplace.  Most importantly, people are in need of a financial company that they can trust, an organization of dedicated and focused representatives who operate their businesses using a client-focused approach.
Representatives go to work each day with their clients in mind. They bring investment and professional money management services previously reserved for the very wealthy to middle-income families. Unlike many financial services firms, our representatives and third-party money managers accept accounts with less than a six-figure investment, allowing Registered Representatives and Investment Advisor Representatives to offer these important products and services to middle income families. We work with a team of some of the most well-known product providers and third-party money managers in the industry, giving our representatives the ability to choose appropriate products and services for their clients’ financial circumstances. With the vast options these representatives have at their disposal, clients can be confident that they will be armed with the knowledge, products, and services that can help them weather economic change.

  • Identify potential clients through prospecting and networking
  • Call on potential clients by phone and in person to present our products and services
  • Develop and maintain referring relationships with key strategic partners (CPAs, Insurance Brokers, Lawyers, etc.)
  • Excellent customer service
  • Leadership, Communication, and Effective Relationship Building Skills
  • Focused, driven, ambitious, and confident


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