Job Overview

We are looking for motivated, ambitious individuals who understand core financial concepts and are passionate about helping clients reach their financial goals. As a broker, you will manage client information and provide expert guidance on investment opportunities, drawing on strong interpersonal skills to build lasting client relationships.

Responsibilities

Develop and maintain client relationships through effective communication and personalized service.
Handle client personal information in alignment with their financial objectives.
Assist clients with financial planning, including estate planning and cash management strategies.
Collaborate with other financial professionals to deliver comprehensive asset management services.
Conduct regular reviews of client accounts to assess performance and implement necessary adjustments.

Qualifications

Strong sales acumen with the ability to identify growth opportunities in client portfolios.
In depth knowledge of financial concepts, including asset management, portfolio management, and technical accounting.
Proficiency in customer relationship management techniques to foster long term client loyalty.
Experience in financial sales with a proven track record of meeting or exceeding targets.
Familiarity with estate planning principles and cash management practices is advantageous.
Excellent analytical skills to interpret market data and make strategic recommendations.
Strong verbal and written communication skills to effectively convey complex information to clients.

Compensation and Benefits

Salary: $55,000.00 - $100,000.00 per year
Employee assistance program
Financial planning services
Flexible schedule
Life insurance
Professional development assistance
Relocation assistance
Retirement plan

Employment Details

Job Types: Full-time, Part-time, Temporary, Permanent

Location and Work Arrangements

Location: Carrollton, TX 75006
Work Location: In person
Ability to commute to Carrollton, TX 75006 (Required)

Financial Broker

Job Description