Financial Advisor (Frisco)

About the role

Are you early in your career and looking for a path with real income potential, professional growth, and meaningful impact? This opportunity is designed specifically for individuals who may not have a large personal network or prior industry experience—but are motivated, coachable, and ready to build a career. As a Financial Advisor, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started.

What makes this role different:

• No large network required: You’ll receive up to 80 qualified leads per day and marketing support to help you build your client base.
• Own your Book of Business: From Day 1, you'll own your book of business!
• Team Effort: A Managing Associate/Team Lead will help you close deals.
• Get paid while you build: An activity-based stipend rewards consistent effort and progress—not just results.
• Clear path to growth: Structured training and mentorship help you develop into a top‑performing advisor.
• Purpose‑driven work: Help clients reduce financial stress, plan for the future, and achieve their goals.

Responsibilities

• Meet with prospective clients (provided leads + self‑generated opportunities)
• Conduct financial needs assessments and identify appropriate solutions
• Educate clients on financial strategies (retirement, protection, savings, etc.)
• Build and maintain long‑term client relationships
• Participate in training, coaching, and team development activities
• Track daily activity and progress toward personal goals

Requirements

• Early‑career professionals or career changers
• Individuals without a large natural market or network
• Highly motivated, coachable, and goal‑oriented individuals
• Strong communicators who enjoy helping others
• Self‑starters who thrive in a flexible, performance‑based environment

Benefits

• Comprehensive onboarding program (no prior experience required)
• Ongoing mentorship from experienced professionals
• Access to proven scripts, systems, and marketing tools
• Licensing support (where applicable)
• Weekly coaching and development sessions
• Earn required licensing (Life, SIE, Series 7 and Series 66)

Pay

• Activity‑Based Stipend: Earn consistent income based on key activities
• Performance Bonuses: Additional earnings tied to production milestones
• Commission Potential: Unlimited income based on client solutions implemented
• Long‑Term Residual Income: Build a sustainable income stream over time