Financial Advisor / Wealth Management Associate jobs in United States
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GTN Technical Staffing ยท 1 month ago

Financial Advisor / Wealth Management Associate

positionUnited States
timeFull-time
remoteRemote
seniorityEntry, Mid Level
money$30K/yr - $50K/yr
date2+ years exp

GTN Technical Staffing is seeking a Financial Advisor / Wealth Management Associate to empower professionals in building their own financial services practice. The role focuses on providing personalized financial recommendations, fostering client relationships, and implementing strategic financial plans to achieve long-term security for clients.

Field SupportInformation TechnologyRecruitingStaffing Agency
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Growth Opportunities
Hiring Manager
Kalpesh - PHRi, CIR
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Responsibilities

Provide personalized financial recommendations to help clients achieve long-term financial security
Act as a trusted advocate for clients, fostering lasting, value-based relationships
Implement strategic financial plans and introduce innovative solutions to meet client goals
Consistently grow your client base through effective prospecting, referrals, and relationship-building
Stay current with industry trends and financial products through continuous training and professional development
Maintain high ethical standards and a client-first approach in all aspects of business

Qualification

Financial PlanningClient AcquisitionSales ExperienceRelationship BuildingEntrepreneurial MindsetLife Insurance SalesCommunication SkillsGoal-OrientedSelf-Motivated

Required

Must live within Texas or Oklahoma
Pure hunter/prospecting role
Provide personalized financial recommendations to help clients achieve long-term financial security
Act as a trusted advocate for clients, fostering lasting, value-based relationships
Implement strategic financial plans and introduce innovative solutions to meet client goals
Consistently grow your client base through effective prospecting, referrals, and relationship-building
Stay current with industry trends and financial products through continuous training and professional development
Maintain high ethical standards and a client-first approach in all aspects of business
Entrepreneurial mindset and strong work ethic
Goal-oriented and self-motivated
Excellent communication and relationship-building skills

Preferred

Background in Sales or Client Acquisition
Bachelor's degree
Life Insurance Sales experience (2+ years preferred, but not required)

Benefits

401(k) and Pension Plan
Medical, Dental, and Vision Insurance
Life and Disability Coverage
Flexible Schedule
Training Allowance (upon eligibility)
Unlimited earning potential within a supportive, growth-oriented culture

Company

GTN Technical Staffing

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GTN Technical Staffing identifies, screens, and recruits information technology professionals.
dateFounded in 2000
location
Dallas, Texas, USA
people-size201-500 employees
web-link
http://www.gtntechnicalstaffing.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Jim Bright
Vice President, Sales
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Greg Smith
President
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Company data provided by crunchbase