Associate Financial Advisor (Entry-Level to Mid-Level Job at GHI Staffing Solutions, Southlake, TX

RTRrQW9CRGxWbXRSRnpMVXNJd0Z6Y0xvd0E9PQ==
  • GHI Staffing Solutions
  • Southlake, TX

Job Description

About the Role:

We are seeking a high-potential individual to join a growing financial advisory practice. This is a unique, fast-track opportunity designed for someone early in their career who wants to become a full-fledged financial advisor. You’ll start in an administrative and support role, working closely with our Lead Associate (Mak) and the Principal Advisor, and grow into a client-facing Relationship Manager and Internal Advisor within 12–18 months.

Who We're Looking For:

You’re someone who:

· Is driven, detail-oriented, and eager to grow a long-term career in financial planning.

· Ideally has experience (e.g., Schwab, Edward Jones) but wants to make a bigger impact in a boutique, client-focused environment.

· Wants mentorship, structure, and a clear path toward becoming a lead advisor.

Key Responsibilities (Initial Phase):

· Assist with client service and administrative duties, including answering phones and managing internal tasks.

· Support Lead Associate in day-to-day operations and workflow management.

· Help gather and input client data, collect documentation, and prepare financial plans using eMoney.

· Coordinate internally with the Principal Advisor to support ongoing client relationships.

· Learn and manage the CRM system (Redtail) and financial planning tools.

· Assist with

Growth Responsibilities (Year 1 and Beyond):

· Transition into a Relationship Manager and Internal Advisor role.

· Participate in client meetings and eventually lead client reviews.

· Assist in the creation, presentation, and management of financial plans.

· Help onboard new clients and support the movement of assets and revenue growth initiatives.

Why Join Us?

This role is designed for someone who wants to be part of a collaborative, growth-minded firm. You’ll receive hands-on mentorship, clear performance goals, and the ability to develop deep relationships with clients . If you’re ready to build a meaningful career and grow into a full advisory role, we want to talk to you.

Requirements

Qualifications:

· Bachelor's degree in Financial Planning, Finance, Business, or related field (preferred).

· Series 65 or 66 license (required).

· Life/Health Insurance License (required).

· FINRA Series 7 or Series 6 (preferred, not required).

·1–3 years of experience in a financial services firm or similar environment.

· Familiarity with eMoney (strongly preferred) or relatable financial planning software.

· CRM experience with Redtail (preferred, can be trained) or relatable CRM such as Salesforce.

Benefits

Compensation & Benefits:

· Competitive base salary (commensurate with experience).

· Performance-based bonus structure (aligned with individual and firm growth targets).

· Dental, Vision and Health insurance coverage (same plan as current team members).

· Future access to a 401(k) plan (planned, no match at launch).

Job Tags

Full time,

Similar Jobs

Evara Group

Project Manager Job at Evara Group

We are looking for a project manager to be responsible for handling our company's ongoing projects...  .... Able to complete projects in a timely manner. Understanding of ERP implementation...  ...experience. Employment Type: Part-Time Salary: $ 28.00 35.00 Per Hour

Acosta Group

Walmart Retail Specialist Job at Acosta Group

**Walmart Retail Specialist****General Information****Company:** PRE-US**Location:** PALM SPRINGS, California, 92264**Ref #:** 31678**Pay Rate:** $ 16.50**Experience/skills and/or location may influence position wage rate****Range Minimum:** $ 15.00**Range Maximum... 

Sigmaways Inc

Data Engineer Job at Sigmaways Inc

 ...data from various sources and storage systems, establishing processes and pipelines to produce cohesive datasets for analysis and modeling. Partner with software engineering teams to deploy and validate production artifacts. Identify patterns and innovative solutions... 

XMSTART

SIGINT Flight Engineer Job at XMSTART

 ...XMSTART is looking to add an experienced and strategic full-time SIGINT Flight Engineer to our team, in Aurora, CO. This position is 100% onsite . Requirements Responsibilities: Provide Systems Engineering and Technical Advisory (SETA) services focused on SIGINT... 

Quantix

CDL-A Local Dry Van Truck Driver Job at Quantix

Quantix Is Currently Hiring CDL-A Dry Van Truck DriversEARN $300 PER DAY WITH LOCAL RUNS!CDL-A Truck Driver Advantages Include:~Local runs~Earn $300 per day~Monday - Friday~4 days on & 4 days off (6pm - 6am)~$6,000 referral bonus program (unlimited opportunities...