Financial Advisor

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• Must hold, or be willing to obtain, one of the following:
• FINRA Series 65
• OR FINRA Series 7 and Series 66 licenses
• OR approved professional designation that exempts licensing (CFP, CFA, ChFC, CIC, or PFS)
• Must be eligible to register as an Investment Advisor Representative (IAR) with the Texas State Securities Board
• Bachelor’s degree in finance, business, economics, or related field preferred
• Proven ability to build and manage client relationships with professionalism and integrity
• Strong communication, presentation, and interpersonal skills
• Entrepreneurial mindset with a drive to grow a client base and meet performance goals
• Must pass a background check and comply with all applicable regulatory and firm policies

Requirements

• Must hold, or be willing to obtain, one of the following:
• FINRA Series 65
• OR FINRA Series 7 and Series 66 licenses
• OR approved professional designation that exempts licensing (CFP, CFA, ChFC, CIC, or PFS)
• Must be eligible to register as an Investment Advisor Representative (IAR) with the Texas State Securities Board
• Bachelor’s degree in finance, business, economics, or related field preferred
• Proven ability to build and manage client relationships with professionalism and integrity
• Strong communication, presentation, and interpersonal skills
• Entrepreneurial mindset with a drive to grow a client base and meet performance goals
• Must pass a background check and comply with all applicable regulatory and firm policies

At Strategies (Powered by Guardian Life and Park Avenue Securities), we understand that Financial Professionals continually evaluate opportunities to optimize their practice. Founded by an experienced advisor, our firm is structured around a core principle: the success of our partners. We focus on delivering concrete value through established frameworks and resources designed to enhance your efficiency and growth. Here's an overview of what our partnership offers:
Client Base Development:
Access established systems designed to facilitate client acquisition and engagement. Financial Strength and Product Access:
Benefit from the stability of Guardian Life and Park Avenue Securities, gaining access to a comprehensive suite of trusted, industry-leading financial products and solutions. Comprehensive Support

Infrastructure: Leverage robust operational support and expertise in advanced markets to streamline your practice. Technology Integration:
Utilize leading-edge technology platforms designed to enhance client service and operational efficiency. Competitive and Efficient Compensation:
Benefit from competitive compensation structures coupled with a focus on minimizing overhead. Structured Financial Planning Process:
Implement a well-defined and effective financial planning process to drive meaningful client outcomes. Instead of wondering if the grass is greener elsewhere, explore a partnership with Strategies built on tangible support and a commitment to your professional advancement.

Seniority level

• Seniority level
  
  Entry level

Employment type

• Employment type
  
  Full-time

Job function

• Job function
  
  Finance and Sales
• Industries Staffing and Recruiting

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