Opes One · 7 hours ago
Financial Advisor
Tyler, TX
Full-time
Hybrid
New Grad, Entry LevelOpes One is a Fortune 250 Company seeking talented individuals to run their own financial services practice. The role involves providing financial recommendations, advocating for clients, and implementing strategies to build long-lasting client relationships.
Financial ServicesProfessional ServicesWealth Management
Hiring Manager
Colby Mckelva CLU® RICP®
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
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
Benefits
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 interests at heart.
Company
Opes One
Opes One is a financial service firm that helps people grow wealth and preserve wealth.
Founded in 1994
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John McGurran
CEO / General Agent
Company data provided by crunchbase