What are the responsibilities and job description for the Financial Advisor (Base Salary + ELITE Opportunity) position at Magellan Financial & Insurance Services, Inc.?
Ready to Finally Find the Right Fit as a Financial Advisor?
Imagine joining a team where you don’t have to worry about finding new clients—where they’re lined up, ready to meet with you , eager to learn how you can help them secure a comfortable, worry-free retirement. Integrity Financial, an independent retirement planning and wealth management firm, is here to give you that chance.
Compensation : $80,000 - $100,000 Commissions & % of revenue generated
Who We Are
Integrity Financial is a Longview, Texas-based retirement planning firm serving clients who are approaching retirement or in retirement. Our extensive marketing operation—including weekly television shows, radio programs, digital campaigns, and live events—creates a constant demand for our services. This means your calendar will be full of prospects who are eager for guidance and expertise.
Responsibilities :
- Engage with a steady stream of warm leads provided by our marketing operation, meeting with potential clients and turning their goals into actionable, personalized financial plans.
- Develop and Present Financial Plans : Use your expertise to create holistic plans that incorporate investments, retirement strategies, and insurance solutions.
- Build Lasting Relationships : Guide clients through every step of the planning process, building trust, educating them, and ultimately securing their confidence in you as their advisor.
- Stay on Top of Market Trends : Keep yourself updated on investment products, tax laws, and retirement planning strategies so you can offer top-tier advice to every client.
Qualifications :
At Integrity Financial, we offer the freedom to focus on what you do best—helping clients. You’ll never have to worry about finding prospects; we bring them to you. Here, you can focus on growing and becoming the best advisor you can be, all while making a real difference in people’s lives.
This is an in-office role based in Longview, Texas. Remote applicants will not be considered.
Integrity Financial is an equal-opportunity employer.
