You are an experienced Financial Planner / Money Manager that is familiar with advanced planning strategies, lifetime income strategies and estate planning that is Insurance Licensed, and that can be or is Series 65 Licensed.
You enjoy working with your clients to help them create a plan, to grow assets, to protect assets and leave a lifelong legacy.
Yet you find it challenging to attract new prospects and want to work with a bigger team to attract new prospects and provide back office support.
You are a dynamic team player with exceptional communication, organizational, and interpersonal skills, and you are customer service oriented.
You work well independently, are flexible, and can prioritize and manage a complex workload.
You have high standards and attention to detail and are proficient in connecting with high net worth clients.
Our Dallas / Fort Worth, Texas Independent Financial Services Firm is looking for an exceptional Financial Planner / Money Manager to join their team.
Our client provides a steady stream of high net worth prospects through weekly radio programs, dinner workshops and seminars.
Remuneration provides a high base with incentives depending on qualification.
Please email your cover letter stating your qualifications and resume to: service@leadingadvisor.com Only those applicants selected for an interview will be contacted.
Leading Advisor serves the financial services profession to reach and exceed their goals in any economic climate through coaching, speaking and workshops. https://leadingadvisor.com/
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