Interlinc Financial Advisors, Inc. · 1 week ago
Lead Advisor
Plano, TX
Full-time
Onsite
Senior LevelInterlinc Financial Advisors, Inc. is based in Plano, Texas, providing personalized fiduciary-level financial planning for pre-retirees and retirees. The Lead Advisor role focuses on conducting financial analyses, presenting educational seminars, and guiding clients through the financial planning process while emphasizing clarity and education over sales pressure.
Financial Services
Responsibilities
Conduct a first visit focused on gathering accurate financial information, connection with the prospect using the SERVE model and understanding the prospect’s retirement goals and concerns
Perform detailed analysis of financial, tax, and retirement data to build a comprehensive planning case following our process of case design
Lead a second visit to clearly explain which includes Interlinc’s planning process and philosophy, How the prospect’s plan should be structured, Identified tax-saving opportunities and planning considerations, Present information in a calm, educational, and non-pressured manner using the SERVE model
Present educational seminars as part of Interlinc’s marketing and outreach efforts
Transition the relationship to the Concierge Service Advisor once the prospect becomes a client
Work within established systems where implementation and ongoing servicing are handled by the concierge service team
This role does not include long-term client servicing or administrative processing
Qualification
Required
Operate at a fiduciary level
Prefer clarity, accuracy, and consistency over pressure or sales-driven environments
Conduct a first visit focused on gathering accurate financial information, connection with the prospect using the SERVE model and understanding the prospect's retirement goals and concerns
Perform detailed analysis of financial, tax, and retirement data to build a comprehensive planning case following our process of case design
Lead a second visit to clearly explain Interlinc's planning process and philosophy, how the prospect's plan should be structured, identified tax-saving opportunities and planning considerations
Present information in a calm, educational, and non-pressured manner using the SERVE model
Present educational seminars as part of Interlinc's marketing and outreach efforts
Transition the relationship to the Concierge Service Advisor once the prospect becomes a client
Work within established systems where implementation and ongoing servicing are handled by the concierge service team
Complete a 3-minute video explaining why you believe you would be effective in this advisor role, your current role and responsibilities, and why Interlinc Financial Advisors would be a professional home you value
Complete the Communication Profile
Benefits
Two weeks of paid time off, available after 90 days
Traditional and Roth 401(k) options with company contribution
Group healthcare benefits fully paid for the employee, with family options available
Complimentary $50,000 life insurance
Occasional team lunches
Coffee, tea, sodas, water, and hot cocoa available throughout the day
Team outings and structured team meetings
Optional mentorship and professional development
Financial support for licensing and career advancement
Company
Interlinc Financial Advisors, Inc.
No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up.
Founded in 2009
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Steve Meeks, RFC©, CCFS©
President and Founder
Company data provided by crunchbase