Financial Advisor

Frisco Financial Group in Frisco, TX

  • Industry: Financial Services - Banking/Investment/Finance - Others
  • Type: Full Time
position filled
Currently seeking a Personal Finance Representative to join a Fortune 300 company in the Dallas-Fort Worth, TX area. The ideal candidate will have or will obtain a Series 6 or 7, 63 or 66 as well as State Life and Health Licenses and must be entrepreneurial minded with a strong work ethic. If you have the desire to be directly rewarded for your efforts, make a difference in people’s lives and be in a field that offers ongoing learning, you should explore the Financial Representative opportunity. Responsibilities of the Personal Finance Representative Provide sound financial recommendations to help insure 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 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 Requirements of the Personal Finance Representative Have or will obtain a Series 6 or 7, 63 or 66 as well as State Life and Health Licenses Entrepreneurial minded with a strong work ethic Desire to help others manage and achieve financial security Highest level of integrity and ethics Above average communication skills Strong interpersonal and relationship building skills with a focus in identifying opportunities and developing strategies Basic computer skills Affinity for education and professional development. Goal oriented with a commitment to personal growth Willingness to obtain recognized industry professional designations as a commitment to excellence

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