We are DFW Retirement Planners. We offer a comprehensive range of financial services, including the management of investment portfolios and hedge funds. We serve clients in Fort Worth and Dallas. Our ability to provide superior service is evident from our prestigious list of clients. Due to an increasing demand for our services we are looking for a Financial Advisor to join our team in Dallas, Texas.
The successful candidate must:
- 7 or more years of industry experience as a Financial Professional and/or Financial Advisor
- Have a Life & Health Insurance, Securities, and/or RIA license.
- Have a financial background with an understanding of a wide range of financial products available in retirement planning today.
- Understand that our client approach includes a Personal Financial Profile for each participant, which you will debrief as part of the financial education program.
- Have a true desire to help others to meet their financial goals.
- Be an educator at heart and enjoy teaching. You would prefer to meet with interested prospects at preset appointments in a professional surrounding versus selling individual financial products one at a time.
- Understand that DFW Retirement Planners will provide everything you will need to be successful.
- Have the ability to follow directions and work with minimum supervision; take ownership of assigned tasks, think for yourself, solve problems quickly and independently
- Be an exceptional communicator able to produce written correspondence and have high standards and attention to detail
- Be proficient with all MS Office programs (Excel, PowerPoint, and Word, etc.). You should be familiar with Redtail, Dropbox, Yousendit, or equivalents. You will be required to learn our proprietary financial planning software.
This is a full time opportunity. Remuneration is based on personal production. Expect to earn a solid six figure income.
No telephone calls please.
Please APPLY NOW for consideration.
DFW Retirement Planners and our affiliate partners provide our clients with access to specialized and skilled financial advisors, tax attorneys, estate planning attorneys, accounting professionals and other professionals to assist them with their needs. Our dedicated team advises our clients on advanced wealth management strategies in order to create, grow and protect their wealth.