Financial Advisor

Financial AdvisorLocation: Fort Worth, TXSchedule: Monday through Thursday 8:00 AM to 5:00 PM, Friday 8:00 AM to 4:00 PMStatus: Full time, 40+ hours per weekBenefits: Medical, Dental, Vision, Disability, Life Insurance, PTO, 401k with matchJob ResponsibilitiesConversion of company provided leads and self-generated referrals into clients using our proven sales processOnboarding new clients and overseeing asset transfers before transitioning relationships to the servicing teamPrimary focus on client conversion and onboarding activitiesManage the financial planning process from start to finish utilizing eMoney Advisor and other planning toolsGuide the paraplanner team in plan preparation, portfolio design, and customized recommendationsPresent financial and investment recommendations to clientsConduct research related to assigned cases and participate in daily trading coordination and task reviewEnsure compliance documentation and notation standards are metAssist in development of marketing materials and other firm initiativesJob RequirementsMinimum five years of financial planning experience in a client facing roleVerifiable history of new client conversion and onboarding successCertified Financial Planner designation preferredLife and Health Insurance license requiredBachelor’s degree or higherStrong knowledge of financial markets, economic and accounting principles, investments, insurance products, and financial planning regulationsProficiency in Microsoft Office, Google Workspace, Redtail CRM, Morningstar, eMoney, and VeoOneProfessional consultative sales approach with strong organization, time management, and public speaking abilitiesAbility to present complex financial concepts in clear, understandable languageCommitment to high ethical standards and fiduciary responsibility