Financial Representative
Company Name:
Capitol Wealth Strategies
We are currently hiring for a Financial Representative position at Capitol Wealth Strategies and have offices in both Dallas and Austin. We are a full services financial firm looking to add talented and entrepreneurial individuals.
We operate under the umbrella of Guardian, which is a 155 year old, Fortune 250 company that is rated and ranked as one of the best . We also own Park Avenue Securities for all of our client's securities needs. We leverage the sales platform of The Living Balance Sheet which is proprietary to Guardian and how we truly separate ourselves from the rest.
Lastly, we do offer a salary, training allowance, no office overhead costs, full benefits, matching 401k, defined benefit pension plan, and great renewals. We are NOT a captive firm either allowing you to leverage a multitude of providers for insurance and investment needs.
To be successful in the Financial Representative Career involves many diverse skill sets. Most importantly you are a business owner and will need to develop your clientele with the training and support from our local agency and corporate offices. Four key personality traits are commonly seen in most Top Financial Representatives:
Entrepreneurial Spirit: The desire to run their own business and the autonomy this provides.
Impact on Others: The belief and focus to do something greater than themselves and help clients realize their financial goals and dreams.
Work Ethic: Top Financial Representatives are self-motivated to learn and market their practice to grow a clientele particularly in the initial years.
Coachable: The ability to work with our managers and mentors to learn the financial knowledge and approaches required for success and reach a mastery level as a planner.
Must have a Bachelors Degree and reside in Dallas TXEstimated Salary: $20 to $28 per hour based on qualifications.
Capitol Wealth Strategies
We are currently hiring for a Financial Representative position at Capitol Wealth Strategies and have offices in both Dallas and Austin. We are a full services financial firm looking to add talented and entrepreneurial individuals.
We operate under the umbrella of Guardian, which is a 155 year old, Fortune 250 company that is rated and ranked as one of the best . We also own Park Avenue Securities for all of our client's securities needs. We leverage the sales platform of The Living Balance Sheet which is proprietary to Guardian and how we truly separate ourselves from the rest.
Lastly, we do offer a salary, training allowance, no office overhead costs, full benefits, matching 401k, defined benefit pension plan, and great renewals. We are NOT a captive firm either allowing you to leverage a multitude of providers for insurance and investment needs.
To be successful in the Financial Representative Career involves many diverse skill sets. Most importantly you are a business owner and will need to develop your clientele with the training and support from our local agency and corporate offices. Four key personality traits are commonly seen in most Top Financial Representatives:
Entrepreneurial Spirit: The desire to run their own business and the autonomy this provides.
Impact on Others: The belief and focus to do something greater than themselves and help clients realize their financial goals and dreams.
Work Ethic: Top Financial Representatives are self-motivated to learn and market their practice to grow a clientele particularly in the initial years.
Coachable: The ability to work with our managers and mentors to learn the financial knowledge and approaches required for success and reach a mastery level as a planner.
Must have a Bachelors Degree and reside in Dallas TXEstimated Salary: $20 to $28 per hour based on qualifications.
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