Financial Advisor

Job Description

Job Description

Description

• Call center
• Managed a balanced servicing and business development workload, dedicating approximately 25% of time to handling inbound client service requests from a que and 75% to outbound client engagement campaign, all "house clients"
• These campaigns primarily focus on insurance products but also include other initiatives, such as reminding clients to take their Required Minimum Distributions (RMDs) or informing them of eligibility for additional insurance benefits they have paid for. The core of their role involves making outbound calls to existing clients regarding contractual obligations.
• Giving financial consulting and focusing on financial plans
• Guidance managing day-today finances, building lifetime assets
• Savings/banking, investments/wealth management, insurance/risk management

Skills

Call Center, Finra series license, Series 7, Series 63, Series 66, Life and Health, Financial Services, Financial analysis, Customer service, Customer service oriented, Investment management

Top Skills Details

Call Center,Finra series license,Series 7,Series 63,Series 66,Life and Health,Financial Services

Additional Skills & Qualifications

Customer Service Experience

Financial Guidance/Consulting Experience

Outbound experience

Finra Licenses

#westpriority26

This is a Permanent position based out of Fort Worth, TX.

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

This is a hybrid position in Fort Worth,TX.

This position is anticipated to close on Aug 7, 2026.

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.

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.