Financial Advisor Job at McKinney Capital Management
Do you want to stand out and truly make a difference in the lives of your clients? How about making your clients SMARTER? That’s right, making them smarter! That’s what we do at McKinney Capital Management, we EDUCATE our clients. We help them understand the retirement plans provided by their employers, we make the complexities of the economy and the stock market simple, we help them get on track/stay on track for retirement, then guide them through the transition into retirement and manage their assets during retirement.
Requirements
3+ years of experience as a LICENSED financial advisor
Series 7 with a Series 66 or Series 6 with Series 65
Group I Life & Health
A clean U4 and background (You will be required to pass a criminal background check and credit check)
Excellent written and verbal communication skills
Position Responsibilities
Onsite/Face to Face marketing and relationship development
The ability to work early mornings and/or evenings 3-5 times per month.
Give educational presentations 3-5 times per quarter.
Develop, manage and maintain future client and client relationships.
Job Type: Full-time
Pay: $45,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
- Retirement plan
Physical setting:
- Office
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Houston, TX 77046: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Financial concepts: 2 years (Required)
Work Location: In person
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