Home Investment Advisor
Westwind Homes
We are currently seeking a committed Home Investment Advisor to join our sales professionals at our Rio Grande Valley, TX Division. If you are ambitious, enthusiastic, and sales commission-driven individual, then we want you to join our growing sales force! Join one of the area's leading homebuilder to sell and close new homes in any/one of our many communities. Train and powerfully transform while mastering FPG's award winning training, which is the #1 Sales Training Program in the United States. The main responsibilities of a Home Investment Advisor revolve around the ability to network, build relationships with clients and persuade customers to purchase homes. This position doesn't require a real estate license.
OUR WORK CULTURE
Mission Statement: WestWind Homes fulfills families' dreams by creating an exceptional home ownership experience with extraordinary customer service. Since 1993 and over two decades, WestWind Homes has been building award-winning homes in vibrant communities. We deliver quality and craftsmanship in every home we build. Care: We will strive to demonstrate care for our dedicated employees by creating incentive opportunities for our workforce and investing in their personal, spiritual, and professional growth. Respect: We value racial, ethnic, and cultural diversity and respect the right of all employees to maintain a personal belief or faith while in turn respecting and adhering to the basic principles and policies that guide our culture. Integrity: We will seek to “optimize” rather than “maximize” profits by operating under biblical principles; considering customer loyalty, fair and just service and the ability to positively impact our community. Servanthood: We strive to model a Godly Corporation by serving our customer’s needs as exemplified by the True Servant, Jesus Christ. Stewardship: We commit to steward the resources entrusted to us without exploiting their sources, producing a fair return for our investors, and returning a tithe to God for their use. Diligence: We seek to provide the benefits, value, and service our customers want by continually and creatively solving complex production and distribution problems with excellence. Balance: We Believe in Balance of Work and personal life while maintaining extra-ordinary effectiveness and a 40–50-hour maximum work week.OBJECTIVES
Obtain a minimum of 1 sale every 2 weeks by utilizing the Westwind Sales Process, Rule of 40/One on one form, competition binder, hosting special events & working with construction to maintain a immaculate community & sales model/office.JOB DUTIES, RESPONSIBILITIES & AUTHORITIES
Learn, Understand & practice Westwind Homes proven sales process with every prospective customer. Learn, Understand & Update weekly 1:1 forms for you sales coach. Sales staff must host a weekly community maintenance meeting with construction manager to ensure the cleanliness of any standing inventory and community amenities. Also discuss and scheduling walks with customers. The sales office must be opened at precisely the hour appointed for your respective communities. Office hours are 10 am to 7 pm Monday through Friday and 12 noon to 6 pm on Saturdays, and Closed Sundays. Quickly respond to online sales team eLeads with Meet & Greet process. Ensure your sales office is “manned” during business hours. Sales staff is responsible for securing their model office and any spec inventory at the end of every business day. Sales staff must maintain a daily record of all sales traffic in Customer Relationship Management Software. Sales staff must become familiar & maintain an up to date Follow Up Process in Westwind Homes CRM. Update your communities competitive market analysis, on a quarterly basis. Sales staff must adequately maintain supplies and necessary paperwork to function daily. Any request for office supplies should be submitted in writing to your Sales Coach. Sales staff is responsible for ordering and maintaining adequate supply of marketing materials. These materials are available from your marketing team. All requests must be in writing. An inventory of necessary signage should be kept and replacements should be ordered from the marketing team in writing. Sales staff is responsible for creating a directional route and managing all directional signage placements. Sales staff is responsible for completing walk throughs with the respective construction manager of each spec home on a timely basis. Once accepted the Sales staff is responsible for managing the utilities, lawn and spec home maintenance.SCOPE
Daily: Participate in Daily Sales Team Huddles. Participate in Daily Team Member Coaching Sessions (if needed). Prospect Follow Up. Greet, Discover, Qualify, Present, Close & Follow Through with each prospective customer. Customer appointment kept de-brief with Online Concierge. Prospect for new customers. Enter traffic into CRM. Inspect Inventory & models, lock & unlock as appropriate. Weekly: Participate in Weekly Sales Meetings. Participate in Weekly 1 on 1 sessions with Sales Coach. Annual: Participate in Sales Coach Employee Performance Evaluation.KNOWLEDGE REQUIREMENTS
Sales staff must be proficient with a computer and in Microsoft Word, Excel, Outlook and PowerPoint. Good verbal and writing skills are required. Math and logic skills are a must. Spanish is a must.PHYSICAL REQUIREMENTS
Prolonged periods of sitting at a desk and working on a computer. Must be able to occasionally lift up to 15 pounds. Must be able to access all areas of the facility to determine company needs. Must be able to legally drive vehicles in the USA. Additional Notes about this Position 90 Day Temp Salary to establish pipeline. Then 2% of Sold Revenue Commisions + Bonuses #J-18808-Ljbffr Westwind Homes$50.3k - $69.13k
...financial freedom. Empower Yourself. The Wealth Solutions – Investment Advisor supports Empower's Wealth Solutions organization by guiding... ...internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity...Work from home16 hoursFull timeTemporary workWork experience placementCasual workInternshipWork at officeLocal areaRemote workWork visaFlexible hours$55.3k - $76.08k
...customers achieve financial freedom. Empower Yourself. As an Investment Advisor, you are responsible for servicing individual clients and... ...internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity...Work from home16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork visaFlexible hours$10k
...Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-... ...the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance... ...to participate in our hybrid work from home program. This program is subject to change...Work from homeWork experience placementWork at office- ...structure Full medical, dental, and vision benefits Company-matching 401(k) plan Paid time off and 10 company-paid holidays Work-from-home Fridays Career development, training, and internal promotion opportunities Team-building events, company lunches, and swag...Work from homeRemote jobFull timeWork at office
$117k - $156k
...Bring your expertise to a new asset class: as an Investment Advisor at Masterworks, you’ll introduce high-net-worth investors to art securities as a source of diversification within their broader investment portfolios. Comprehensive training on the art market provided...Suggested$40 - $45 per hour
...starters who think and act like entrepreneurs. The BDO Capital Advisors (BCA) Intern will be responsible for utilizing their... ...and relationships necessary to launch a career in the field of investment banking. BDO Capital Advisors, a wholly-owned affiliate of...Summer workInternshipWork at office$100 per hour
A leading AI research accelerator seeks Finance Professionals for a remote consulting role focused on Investment Banking. Your role will involve reviewing AI-generated analyses and collaborating with experts. Ideal candidates have 2+ years in Investment Banking and knowledge...Remote work$90k - $100k
...Job Summary: BDO Capital Advisors (BCA) is seeking a motivated Analyst to join the firm’s expanding practice in Richmond, Virginia.... ...companies in a wide range of industries and to the execution of investment banking transactions including mergers and acquisitions and...Full timeSummer workInternshipWork at officeImmediate start$100 per hour
A leading AI research accelerator is seeking experienced Finance Professionals with a strong Investment Banking background for a remote consulting role. You’ll guide AI systems in understanding complex finance transactions related to M&A, IPOs, and valuations, influencing...Remote workFlexible hours- JPMorgan Chase is seeking a Financial Advisor Services Analyst to support the client advisory team in driving revenue growth and maintaining strong client relationships. The role involves prospecting opportunities, educating clients about products, and coordinating with...
- ...THE COMPANY: Ours is a growing investment advisory firm located in Washington D.C. The firm’s clients are divided evenly between institutional... ...highly desirable; ~5+ years of experience as an Investment Advisor or similar role; ~ Experience working with both individual...
$117k - $156k
...Bring your expertise to a new asset class: as a Investment Advisor at Masterworks, you'll advise high-net-worth investors on incorporating art securities into their broader investment portfolios as a source of diversification. Comprehensive training on the art market...- ...comprehensive, client-first approach to wealth management, financial planning, and retirement solutions. As an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored to each client’s unique goals, whether that’s building a secure...Full timeTemporary workWork at office
- ...Investment Executive (Financial Advisor) Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Accountable for overall production...
$400k
...BDev Ventures is a global venture capital firm that invests in B2B software companies across a range of industries, from Seed to Series... .... How we make your work (and your life) easier: Work‑from‑home hardware setup. PTO, parental leave, and other special leaves...Work from homeRemote work- BMO Investment Center is seeking an Investment Specialist for a fully remote role across Canada. You will help clients define financial goals, propose investment strategies, and deliver personalized guidance in a client-centric, compliant environment. You will handle inbound...Remote job
$120k - $140k
...Senior Financial Planner, CFP® FF Advisors, LLC dba Family Financial · Remote (United... ...Family Financial is a fee-only Registered Investment Advisor and multi-family office. We work... ...planning analyses as assigned — real estate, home affordability and health insurance....Full timeWork at officeLocal areaRemote workFlexible hoursDay shift- ...Investment Advisor Representative Build a Business. Protect Dreams. Change Lives. At Farm Bureau Financial Services, we're about more than insurance and financial services: we're about people, communities and moments that matter. When you choose to become a Farm...Work at office
- ...Description Overview Join our dynamic team as an Investor Relations Manager and become a vital link between our organization and the investment community. In this role, you will develop and execute strategic communication plans to effectively convey our company's financial...Work at office
- ...and multi-generational families through integrated wealth and investment solutions. Managing more than $4 billion across advisory mandates... ...biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family,...Work from homeFull timeWork at officeLocal areaWorldwide
$75k - $90k
Overview Our partner, a well-established financial services firm, is seeking a Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies. Base pay range $75,000.00/yr - $90,000.00/yr Location and relocation...Full timeRelocationRelocation package- ...Investment Advisor Representative At Bright Wealth Management, we provide personalized financial solutions to clients, helping them navigate their financial goals with tailored investment strategies and outstanding service. As an Investment Advisor Representative,...
- ...Investment Advisor Representative Please Note: This is an in-office position that is located in Miami, Florida. About Us: At INB, a career is more than just a job; it's a chance to make a meaningful impact in the communities we serve. As a locally owned, community...Full timeWork at office
- ...Capital Group seeks bright, highly motivated and self-directed individuals for Fixed Income Investment Analyst internship opportunities in Los Angeles. As a summer associate, you will conduct fundamental research on issuers in a segment of the bond market and research...Full timeTemporary workSummer workInternshipLocal area
- ...Investment Associate Join a lean, institutional-caliber investment team at an employee-owned multi-family office. CM Wealth Founded... ...learning, mentorship, and collaboration. Limited work-from-home flexibility may be available after onboarding and based on the...Work from homeFull timeWork at officeImmediate start
- Bank of America Corporation in the United States is seeking a Financial Advisor to deliver comprehensive advice and customized solutions to clients, helping them achieve their financial goals. You will triage client leads, refer to partners based on needs and asset thresholds...Monday to Friday
$70k - $100k
...working for a common goal with your peers\n\n\nThe Investment Associate will work in conjunction with Advisors and Associates to manage and trade client portfolios... ..., the candidate may be eligible to work from home for a specified number of days per month.\n\n\nFirm...Work from homeFull timeTemporary workWork at officeRelocationFlexible hours- Horizon Investments, LLC. seeks an Advisory Specialist in Charlotte to develop new business leads and support existing client relationships... .... You will run proactive call/email campaigns to Financial Advisors, schedule virtual meetings, promote Horizon's online advisor prosite...
$120k
...Job Title: Financial Advisor - Market Expansion Status: Exempt Reports to: VP - Advisory Services Department: Investment Services Job Code: 12120 Pay Range: $120,000.00 Annually + Incentives Location: Culver City, CA WHO WE ARE: Golden 1 Credit...Full timeLocal area- SEI Investments Company seeks an Investment Marketing Specialist to join the Asset Management Marketing team. You will develop and execute investment product marketing strategies and create advisor-focused content to support North American business growth. You will translate...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Home Investment Advisor. Be the first to apply!





