Financial Advisor - Greater Dallas Market

Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Develop a book of business in order to meet and exceed established performance hurdles Effectively prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs Recommend investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences Balance investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development. Organize and manage resources (time, people, budget) to run a productive practice Seek the expertise of specialists, where appropriate, to identify planning and investment strategies for a client. Complete mandated training, assessments, performance goals and continuing education requirements. Requirements Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services Proven ability to engage with and influence others Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility Proven ability to assess needs and recommend appropriate solutions/interventions Proven ability to work collaboratively on a team and with key partners Proven ability to listen and probe for clarity and understanding Goal and results oriented Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking Ability to work in an environment where the majority of your compensation is tied to your performance Strong follow-through skills Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel. Core Competencies Demonstrates expertise in financial services and investment products, with a strong focus on client relationship management and customized solution delivery. Proven ability to meet performance goals through effective prospecting, networking, and collaboration with internal specialists. Highest-signal resume keywords Series 7 License Series 66 License Investment Product Knowledge Client Relationship Management Goal-Oriented Sales Experience ATS Optimization Keywords Hard Skills Investment Training Financial Goal Assessment Customized Solution Development Performance Goal Achievement Administrative Compliance Soft Skills Interpersonal Skills Effective Communication Relationship Building Collaborative Teamwork Listening and Probing Certifications & Qualifications Series 7 License Series 66 License Series 63 License Series 65 License Industry Keywords Financial Services Investment Industry High-Net Worth Individuals Prospecting Networking Tools & Technologies Microsoft Word Microsoft PowerPoint Microsoft Excel #J-18808-Ljbffr Jobtailor