DFW Wealth Strategies · 3 days ago
Managing Associate
Fort Worth, TX
Full-time
Hybrid
Mid, Senior Level
2+ years expDFW Wealth Strategies is a firm focused on the marketing, growth, and development of financial professionals. The Managing Associate will assist the leadership team in recruiting, training, and leadership development to enhance the firm's operations.
Financial Services
Hiring Manager
Carisa Calnon
Responsibilities
Recruiting goal minimum of 3 recruits per year
Must qualify for Leaders Club on personal production
Assist the Managing Director in identifying target markets and implement recruiting and training programs to take advantage of new marketing opportunities
Actively participate in company-sponsored leadership development to prepare for new responsibilities in a changing environment
Qualification
Required
2-3 years insurance industry sales experience including field management or agency distribution system
Must qualify for Leaders Club on personal production
College degree or equivalent work experience
Excellent interpersonal skills to develop relationships with people from all levels and backgrounds and facilitate thought provoking discussions on their career goals, achievements, and values
Strong desire to develop others and see them succeed through teaching, monitoring, coaching, and supervision
Understanding of the mission, values and culture of the firm and the ability to instill them in others
Initiative and independence to generate an equivalent sense of urgency and entrepreneurship
Understanding of training systems, products and resources and their proper application for development
Strong organizational and planning skills to maintain personal efficiency and effectiveness
Preferred
Producer Group Leader that either has a team already or will be building one over time
Professional designation such as CLU, ChFC, or CFP
NASD 6, 7 and 24
Benefits
Benefits, fixed compensation, commission, overrides, and other bonus available.
Company
DFW Wealth Strategies
At DFW Wealth Strategies, our mission is simple: to partner with financial professionals to build a thriving, independent practice—your way.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase