Financial Advisor Salaries in Converse, TX

A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions…

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions…

Proactive phone calls to both existing and prospect customers. Develop a strong understanding of the consumer and small business solutions and service offerings…

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to…

Assist Wealth Advisor with implementation of financial planning services for Investment customers. FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and…