ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Lemnis Capital
Dallas, TX, United States
Job Description Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team
Job Source: Lemnis CapitalLemnis Capital
Dallas
Job Description Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team
Job Source: Lemnis CapitalNew York Life DFW
Dallas
Job Description Job Description We are looking for a motivated, enthusiastic individual to join our team as an Entry Level Financial Advisor. This position is located in DFW and is ideal for someone who has knowledge of the financial industry and is eager to learn more. The successful candidate will provide advice and guidance to customers regard
Job Source: New York Life DFWNew York Life - Dallas
Dallas
Job Description Job Description Our mission at New York Life is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as ste
Job Source: New York Life - DallasYear Up
Dallas, TX, United States
Is this your location? If not, update now for the most accurate results! Page 1 of 546 jobs front runner Registered Nurse - RN Women's Services - PRN (not FT, reg PRN rate) Navarro Regional Hospital CORSICANA, TX 75110 posted 01/19/2024 More... front runner Interventional Cardiologist Needed in Dallas/Ft Worth Royal Oak Health Group Da
Job Source: Year UpYear Up
Dallas, TX, United States
"Year Up is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up participants also receive an educational stipend. The program combines technical and professional training with access t
Job Source: Year UpEquitable Advisors
Dallas, TX, United States
Lemnis Capital's - Wealth Management Leadership Program We value your ambition. Lemnis Capital is currently seeking someone to join our team as a Wealth Management Advisor position to fast track their career. As a Lemnis Capital Financial Professional, you will:•Go through our Leadership Development School, Management Development School, and learn
Job Source: Equitable AdvisorsSpectrum Financial Group
Dallas
Job Description Job Description JOB DESCRIPTION You’ve spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practic
Job Source: Spectrum Financial GroupDallas, TX, United States
We are looking for a motivated, enthusiastic individual to join our team as an Entry Level Financial Advisor. This position is located in DFW and is ideal for someone who has knowledge of the financial industry and is eager to learn more. The successful candidate will provide advice and guidance to customers regarding investments, retirement plans, taxes, insurance, and other financial products. They will also help customers assess their financial needs, devise an appropriate strategy, and recommend relevant financial solutions. A great attitude and strong communication skills are essential for this role. The right candidate will demonstrate an understanding of the financial services industry and possess a strong desire to learn more. The successful applicant will be responsible for providing knowledgeable advice to customers concerning investments, pensions, taxes, insurance, and other financial products. Additionally, this individual will evaluate customers' financial needs and design suitable strategies to recommend the most suitable solutions. It is essential that the successful individual has a pleasant attitude and excellent communication capabilities. Responsibilities: • Maintain CRM sales databases, customer records, and related organizational tools to accurately report progress to monthly and quarterly sales goals • Implement sales strategies and tactics proven effective in maintaining and growing customer portfolios • Listen, assist, and educate new and potential clients, assess their priorities and finances, and determine suitable insurance and investment plan options that successfully meet their individual needs • Develop and deliver risk management strategies for each customer based on their risk profile • Maintain professional relationships with the clientele and excellent customer service • Stay abreast of industry protocols and policy changes to ensure fulfillment of all policy requirements and continuing education • Attend training and obtain relevant licenses in a timely manner • Consistent communication with the leadership team Qualifications: Required: • High school diploma required • Candidates should have basic computer skills and be able to use Microsoft Office programs, including email • Excellent communication, customer service, analytical, and interpersonal skills • Candidates must be licensed and/or willing to obtain a Life/Health insurance license, SIE, Series 6, Series 63 • Demonstrate self-discipline in a hybrid work environment Preferred: • Bachelor’s degree • Some experience with a CRM or sales lead software is beneficial • Some experience in a direct sales environment is beneficial • Zoom proficiency for virtual settings Compensation: $75,000 - $95,000+
• Maintain CRM sales databases, customer records, and related organizational tools to accurately report progress to monthly and quarterly sales goals • Implement sales strategies and tactics proven effective in maintaining and growing customer portfolios • Listen, assist, and educate new and potential clients, assess their priorities and finances, and determine suitable insurance and investment plan options that successfully meet their individual needs • Develop and deliver risk management strategies for each customer based on their risk profile • Maintain professional relationships with the clientele and excellent customer service • Stay abreast of industry protocols and policy changes to ensure fulfillment of all policy requirements and continuing education • Attend training and obtain relevant licenses in a timely manner • Consistent communication with the leadership team
#J-18808-Ljbffr
Entry Level Financial Advisor jobs in Dallas, TX, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.