Financial Advisor
📋 Role Overview & Responsibilities
About Open Air Advisors:Find your new professional family at Open Air Advisors, located in the bustling city of Grapevine, Texas. Famous for our tailored retirement planning and wealth management services, we see ourselves not just as a firm but as a vibrant community. Powered by a widespread marketing campaign, our reach extends over national TV, radio, digital platforms, and engaging live events, attracting a steady stream of clients seeking our expertise. At Open Air Advisors, our commitment goes beyond simply planning for the future; we aim to secure it. Seize the chance to be part of our mission to provide meticulous financial planning, brightening the retirement days of each client we assist.
Compensation Package:Base Salary: $60,000 - $90,000, plus Bonus Opportunities
Position Overview: Financial Service Advisor(No Prospecting)Join us as a Financial Service Advisor and become the cornerstone of our commitment to exceptional service. Your role transcends financial planning; it's about nurturing enduring connections, delivering peace of mind in financial matters, and smoothing the road to a serene retirement for our clients. Your journey with us is an opportunity for professional growth and to profoundly influence the lives of others.
Your Responsibilities:Perform comprehensive quarterly reviews to ensure clients' financial strategies are in sync with their life changes.Support our lead advisor robustly, enhancing our collective impact.Undertake significant client service duties, becoming a reliable advisor and friend to our clientele.Generate new business from provided leads.
Who We're Looking For:Must have a Life and Health Insurance License and an active Series 65 or 66 License.Strong communication skills, with the ability to build trust and rapport effortlessly.Experience in financial planning and client engagement, or a strong interest and passion for the financial and retirement planning arena.Motivated by the desire to assist others in achieving their financial dreams, aligning with our goal to expand and enrich more lives.
Why Choose Open Air Advisors?Joining Open Air Advisors means embarking on a path filled with growth, community involvement, and significant impact. Our work goes beyond wealth management; it's about transforming lives. This role is not merely a career choice but a step towards making a meaningful difference in the world.This position appeals to those who seek more than the ordinary, who desire a role filled with professional satisfaction and the potential to positively affect individuals' lives. If you're prepared to embrace a position that appreciates your efforts and guides you towards personal and professional development, your place is with us.
Additional Details:This role is based on-site in Grapevine, Texas; remote work options are not available.Open Air Advisors champions equal opportunity and values diversity in the workplace.
Position Type: Full-time
Benefits:401(k) with matchingEmployee discountsGenerous paid time off
Schedule:Monday through Friday8-hour shifts
Relocation Requirement:Must be willing to relocate to Grapevine, TX before commencing work (Mandatory)Work Location: On-site
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