Investment Counselor
2 months ago
About the job Investment Counselor - Outside Sales Training Program - Hybrid
Financial Advisor Opportunity at a Top-Tier Fortune 100 Firm
Full Training & Licensing Provided
Join an exciting 100% commission-based sales role withunlimited sales earnings potential
*Must reside locally for initial in-office training atour Allen, TX office and have flexible/hybrid work options afterward*
Talent Masters is teaming up with an award-winning, industry-leading financial services company to find a driven, high-energy Financial Advisor who knows and loves their local area. Our client is a prestigious, top-tier Fortune 100 firm that has received numerous accolades for its outstanding performance and commitment to excellence. If you're a local expert with a passion for helping others achieve their financial dreams, we want you on our team
What You'll Do:
- Build strong relationships with clients, providing top-notch financial advice and personalized solutions.
- Assess clients' financial needs and goals, then knock their socks off with tailored recommendations
- Keep a pulse on industry trends and regulatory changes to ensure you're always offering the best guidance.
- Collaborate with our awesome internal teams to deliver seamless service and stellar client satisfaction.
- Grow your network and attract new clients through business development activities.
- Strong connections and networks in your local market; you're either a local or have been part of your community for a long time. Volunteer work is a huge plus
- A desire to be your own boss and take charge of your financial future as an entrepreneur
- Comfort following a structured process that has made thousands of other financial advisors 6-figure income
- Leadership skills and experience, with a go-getter attitude.
- A Bachelor's degree in Finance, Economics, Business, or a related field.
- Financial services experience is a plus, but not required. Experience in financial planning, investment strategies, and risk management is a bonus
- Sales or client-facing background, ideally in a commission-based role.
- Stellar communication skills and a knack for building strong client relationships.
- Self-motivation, drive, and the ability to thrive in a fast-paced environment.
- Willingness to study for and obtain FINRA Series 7 and 66 licenses.
- Financial ability to attend a 3-week training program and work on commission - let's make it happen
Although this is a 100% Commission Based role, we do offer incentive pay in your 1st year which varies by location. Financial advisors who go through our process can expect the following income trajectory:
- 1st Year: $90K-$200K
- 2-3 Years: $150K-$250K
- 3-5 Years: $250K-$500K
- 5+ Years: $500K+
- Fully paid training and licensing - we invest in your success
- W2 employee status with full health, medical, dental, vision, and retirement benefits.
- A supportive local office that will set you up for success and hold your hand through the entire process.
Package Details
What's in It for You:
Although this is a 100% commission-based role, we offer incentive pay in your 1styear,which varies by location. Financial advisors who go through our processcan expect the following income trajectory:
- 1st Year: $90K-$200K
- 2-3 Years: $150K-$250K
- 3-5 Years: $250K-$500K
- 5+ Years: $500K+
- Fully paid training and licensing - we invest in your success
- W2 employee status with full health, medical, dental, vision, and retirement benefits.
- A supportive local office that will set you up for success and hold your hand through the entire process.