Financial Advisor

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Must hold, or be willing to obtain, one of the following: FINRA Series 65 OR FINRA Series 7 and Series 66 licenses OR approved professional designation that exempts licensing (CFP, CFA, ChFC, CIC, or PFS) Must be eligible to register as an Investment Advisor Representative (IAR) with the Texas State Securities Board Bachelor’s degree in finance, business, economics, or related field preferred Proven ability to build and manage client relationships with professionalism and integrity Strong communication, presentation, and interpersonal skills Entrepreneurial mindset with a drive to grow a client base and meet performance goals Must pass a background check and comply with all applicable regulatory and firm policies Requirements Must hold, or be willing to obtain, one of the following: FINRA Series 65 OR FINRA Series 7 and Series 66 licenses OR approved professional designation that exempts licensing (CFP, CFA, ChFC, CIC, or PFS) Must be eligible to register as an Investment Advisor Representative (IAR) with the Texas State Securities Board Bachelor’s degree in finance, business, economics, or related field preferred Proven ability to build and manage client relationships with professionalism and integrity Strong communication, presentation, and interpersonal skills Entrepreneurial mindset with a drive to grow a client base and meet performance goals Must pass a background check and comply with all applicable regulatory and firm policies At Strategies (Powered by Guardian Life and Park Avenue Securities), we understand that Financial Professionals continually evaluate opportunities to optimize their practice. Founded by an experienced advisor, our firm is structured around a core principle: the success of our partners. We focus on delivering concrete value through established frameworks and resources designed to enhance your efficiency and growth. Here's an overview of what our partnership offers: Client Base Development: Access established systems designed to facilitate client acquisition and engagement. Financial Strength and Product Access: Benefit from the stability of Guardian Life and Park Avenue Securities, gaining access to a comprehensive suite of trusted, industry-leading financial products and solutions. Comprehensive Support Infrastructure: Leverage robust operational support and expertise in advanced markets to streamline your practice. Technology Integration: Utilize leading-edge technology platforms designed to enhance client service and operational efficiency. Competitive and Efficient Compensation: Benefit from competitive compensation structures coupled with a focus on minimizing overhead. Structured Financial Planning Process: Implement a well-defined and effective financial planning process to drive meaningful client outcomes. Instead of wondering if the grass is greener elsewhere, explore a partnership with Strategies built on tangible support and a commitment to your professional advancement. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at iBovi - Staffing, Consulting and Recruitment Services by 2x Get notified about new Financial Advisor jobs in Southlake, TX . Dallas, TX $150,000.00-$500,000.00 2 weeks ago Bedford, TX $105,000.00-$250,000.00 1 week ago Wealth Advisor (Hybrid: Colleyville, TX) Dallas-Fort Worth Metroplex $90,000.00-$150,000.00 2 weeks ago Dallas-Fort Worth Metroplex $135,000.00-$145,000.00 4 days ago Dallas, TX $27,550.00-$125,000.00 3 days ago Fort Worth, TX $100,000.00-$125,000.00 1 week ago Director of Finance - $5,000 sign on incentive Dallas-Fort Worth Metroplex $300,000.00-$500,000.00 2 days ago Director of Financial Planning and Analysis Frisco, TX $90,000.00-$120,000.00 3 days ago Dallas, TX $74,100.00-$147,800.00 6 days ago Wealth Advisors Operations Specialist I - Trust We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr iBovi - Staffing, Consulting and Recruitment Services