Job Summary
Our client is seeking a motivated, professional, and growth-oriented individual to join their team as an entry level Financial Advisor - Associate. This is an excellent opportunity for individuals looking to launch or transition into a rewarding career in financial services while receiving comprehensive training, mentorship, and support from experienced industry professionals.
The firm provides hands-on training, licensing support, ongoing professional development, and a structured path for career advancement. This opportunity is ideal for individuals who enjoy building relationships, communicating with others, and making a positive impact while pursuing significant personal, professional, and financial growth.
Responsibilities
- Develop and maintain strong client relationships through ongoing communication and support
- Meet with prospective and existing clients to understand their financial goals and needs
- Educate clients on financial protection, retirement, and planning solutions
- Build and grow a personal network and client base through relationship-building and outreach activities
- Maintain accurate client records and follow-up activities using CRM software
- Participate in ongoing training, mentorship, and professional development programs
- Collaborate with leadership and team members to support business growth initiatives
- Deliver a high level of professionalism and client service throughout the client experience
Qualifications
- Strong communication and interpersonal skills
- Self-motivated with a positive and professional attitude
- Ability to build relationships and work independently
- Customer-facing experience in sales, banking, hospitality, retail, business development, or client services is a plus
- Strong organizational and time management skills
- Comfortable learning new systems and technology platforms
- Interest in long-term career growth and professional development
What We Offer
- Comprehensive training and mentorship program
- Licensing support and ongoing professional development
- Career advancement opportunities
- Flexible scheduling options
- Supportive and team-oriented culture
- Competitive compensation structure
- Opportunity to build a rewarding long-term career helping clients achieve financial goals
Job Type: Full-time
Pay: $80,000.00 - $105,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Vision insurance
Application Question(s):
- Will you now, or in the future, require sponsorship to work in the United States?
Location:
- San Antonio, TX 78230 (Required)
Work Location: Hybrid remote in San Antonio, TX 78230
