Financial Advisor

Financial Advisor/Client Service Representative to support existing clients through a combination of financial planning, client servicing, and proactive outbound engagement. This role consists client outreach, focusing on strengthening client relationships, providing financial guidance, and delivering solutions that help clients achieve their long-term financial goals.
The advisor works with a portfolio and requires strong communication skills, financial services knowledge, and the ability to provide consultative guidance on savings, investments, insurance, and wealth-building strategies.
Key Responsibilities
* Provide financial guidance related to budgeting, savings, banking, retirement planning, and wealth management.
* Educate clients on investment and insurance solutions that align with their financial goals.
* Review clients' current financial situations and recommend appropriate strategies for long-term financial success.
* Support clients in managing day-to-day finances while developing plans to build lifetime assets.
* Ensure compliance with financial industry regulations and licensing requirements.
* Document client interactions accurately and maintain updated client records.
Required Qualifications
* Active FINRA Series 7 License.
* Active Series 63 or Series 66 License.
* Hybrid in Ft Worth
* Base salary 63-65K + Commission
*Experience Level*
Intermediate Level
*Job Type & Location*This is a Permanent position based out of Fort Worth, TX 76109.
*Pay and Benefits*The pay range for this position is $63000.00 - $65000.00/yr.
15% ESOP, 5-7% bonus
o Option to contribute to a 401k account
o 16 Days of Paid Time Off, 10 holidays
o 2 floating PTO days every year
o Full health, vision & dental coverage
*Workplace Type*This is a hybrid position in Fort Worth,TX 76109.
*Application Deadline*This position is anticipated to close on Aug 3, 2026.

About TEKsystems


We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services


We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

*San Francisco Fair Chance Ordinance:* Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

*Massachusetts Lie Detector:* It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Use of Artificial Intelligence (AI):* We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.