Financial Advisor/Guidance Consultant (Hybrid)

Hybrid position in Fort Worth, TX (3 days in-office and 2 days work from home). Schedule: Monday–Friday, 8 AM to 5 PM.

About the role

Managed a balanced servicing and business-development workload, dedicating approximately 25% of time to handling inbound client-service requests from a queue and 75% to outbound client-engagement campaigns—all with “house clients.” These campaigns primarily focus on insurance products but also include initiatives such as reminding clients to take their Required Minimum Distributions (RMDs) or informing them of eligibility for additional insurance benefits they have paid for. The core of the role involves making outbound calls to existing clients regarding contractual obligations, providing financial consulting, and focusing on financial plans that guide day-to-day finances, build lifetime assets, and cover savings/banking, investments/wealth management, and insurance/risk management.

Responsibilities

• Handle inbound client-service requests (≈25% of workload).
• Conduct outbound client-engagement campaigns (≈75% of workload) for insurance products, RMD reminders, and additional-paid-benefit notifications.
• Make outbound calls to existing clients regarding contractual obligations.
• Provide financial consulting and develop financial plans covering savings, investments, wealth management, and insurance/risk management.

Requirements

• Call-center experience.
• Active FINRA Series 7, Series 63, Series 66, and Life & Health licenses.
• Financial-services and financial-analysis background.
• Customer-service orientation and outbound-calling experience.

Benefits

• 15% ESOP (Employee Stock Ownership Plan).
• 5–7% annual bonus.
• Option to contribute to a 401(k) account.
• 16 days of Paid Time Off plus 10 holidays.
• 2 floating PTO days every year.
• Full health, vision, and dental coverage.

Pay

$63,000 – $65,000 per year.