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Opes One · 6 days ago

Financial Advisor TX/OK

Addison, TX

Full-time

Hybrid

Entry, Mid Level

$60K/yr - $300K/yr

2+ years exp

Opes One is a Fortune 250 Company looking for talented individuals to run their own financial services practice. The role involves providing sound financial recommendations, advocating for clients, and implementing financial strategies to build long-lasting client relationships.

Financial ServicesProfessional ServicesWealth Management

Hiring Manager

Gabriela Fumero

Responsibilities

Provide sound financial recommendations to help ensure financial security for clients, and possess the capability to move clients to take action and implement recommendations

Act as an advocate for your clients; commitment to enhance, enrich and serve client base

Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships

Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions

Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets

Learn necessary selling skills practices

Qualification

Financial recommendationsClient relationship managementSales backgroundProspecting strategiesOngoing trainingEntrepreneurial valuesGoal oriented

Required

Provide sound financial recommendations to help ensure financial security for clients, and possess the capability to move clients to take action and implement recommendations

Act as an advocate for your clients; commitment to enhance, enrich and serve client base

Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships

Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions

Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets

Learn necessary selling skills practices

Support: We are better when we work together. Mutual support leads to greater success rather than individual focus. For you to succeed, we need to work collaboratively as a team

Training: Our team is dedicated to providing as many resources as possible to help you in your success. You will be able to attend training sessions led by top advisors and industry leaders

Stability: You are backed by an almost 160-year-old Fortune 250 mutual financial company. We are prepared for changes and have your best interest at heart

Open-Mindedness: We believe in the power of diversity and find strength in our differences. We recognize the value of different perspectives, backgrounds, styles, values, & beliefs

Job Types: Full-time

Commission Pay: $60,000.00 - $300,000.00 + per year (uncapped commission structure) + draw

Location: DFW, Texas, East Texas, West Texas, San Antonio, TX and Austin, TX, Oklahoma City, Tulsa

Work setting: Hybrid work

Ability to commute/relocate

Open to Career Changers: Entrepreneurial values, Building client relations and client acquisition, Goal oriented/ambitious, Sales background