Opes One · 6 days ago
Financial Advisor
Austin, TX
Full-time
Hybrid
Entry, Mid Level
$60K/yr - $300K/yr
2+ years expOpes One is a Fortune 250 company seeking talented individuals to manage their own financial services practice. The role involves providing financial recommendations, advocating for clients, and developing long-lasting client relationships while engaging in ongoing training and education.
Financial ServicesProfessional ServicesWealth Management
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
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
Preferred
Bachelor's
Life Insurance Sales: 2 years
Benefits
401(k)
Pension
Medical
Dental
Vision
Life
Disability
Unlimited earning potential
Signing Bonus/Training Allowance upon eligibility
Flexible hours
Fun culture
Company
Opes One
Opes One is a financial service firm that helps people grow wealth and preserve wealth.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John McGurran
CEO / General Agent
Company data provided by crunchbase