Financial Advisor
Location: AMARILLO, TX
Job Type: fulltime
Company: Jeff Bara - State Farm Agency
Salary: $70000.0 - $115000.0 per year
Category: Insurance
Job Description Apply Now
The Financial Advisor position presents an excellent opportunity for licensed professionals seeking a dynamic role in the financial services industry. As a key member of an established and reputable agency, the Financial Advisor is responsible for delivering comprehensive financial planning, investment guidance, and insurance-based solutions tailored to help clients achieve their long-term financial goals. This full-time role is ideal for individuals who are passionate about building enduring client relationships, providing expert financial advice, and supporting clients in safeguarding and growing their assets. The Financial Advisor leverages a consultative approach to understand each client's unique needs, offering personalized strategies designed to build and protect financial futures.
As a Financial Advisor, you will serve a diverse client base, providing a wide range of services including retirement planning, investment recommendations, and insurance solutions. This position requires an active Series 65, 6, and/or 63 license and welcomes candidates with Property & Casualty and Life & Health licenses, or a willingness to obtain them. Experience in financial services, investment sales, insurance sales, or wealth management will ensure greater success in this role. The Financial Advisor role is structured to foster ongoing professional development and offers a clear path to career advancement within the financial services and insurance sector.
Our agency is committed to supporting individuals, families, and small businesses in achieving financial security. The Financial Advisor will work within a collaborative environment, benefiting from a supportive company culture and access to resources designed to enhance client satisfaction. You will play a vital role in developing long-term client relationships, conducting regular policy and account reviews, and ensuring regulatory compliance with all FINRA and state insurance requirements. By actively engaging in networking, referrals, and prospecting, you will contribute to the agency's continued growth and success.
Located in a vibrant area, this position offers the chance to work alongside a team dedicated to professionalism, integrity, and customer-first values. Our agency serves a diverse community and provides bilingual support, ensuring clients receive clear and accessible guidance. If you are self-motivated, goal-oriented, and eager to make a meaningful impact in the financial lives of others, we encourage you to apply for the Financial Advisor position by clicking the job application button.
Financial Advisor - Summary- Provide expert financial planning, investment guidance, and insurance-based solutions to clients
- Develop and maintain long-term client relationships through personalized service
- Utilize active Series 65, 6, and/or 63 licenses to offer a broad range of financial products
- Engage with a supportive and professional team environment
- Enjoy opportunities for professional growth and advancement in the financial services industry
- Deliver financial services guidance, including retirement planning, investment solutions, and insurance-based strategies
- Develop and sustain strong, long-term relationships with clients
- Conduct thorough financial needs analysis and recommend suitable products and strategies
- Cross-sell financial and insurance services to existing clients
- Generate new business through active referrals, networking, and prospecting
- Perform regular policy reviews, account assessments, and financial planning discussions
- Ensure compliance with all FINRA and state insurance regulations
- Consistently meet or exceed production, sales, and revenue objectives
- Competitive base salary with additional bonus and commission opportunities
- PTO including vacation and personal/sick days
- Comprehensive health and dental insurance options
- Profit sharing programs
- 401(k) retirement savings plan
- Support for career growth and advancement within the financial services sector
- Active Series 65, 6, and/or 63 license required
- Property & Casualty and Life & Health licenses preferred or willingness to obtain
- Experience in financial services, investment sales, insurance sales, or wealth management preferred
- Strong consultative sales and relationship-building skills
- Knowledge of retirement planning, annuities, mutual funds, or financial products is an asset
- Self-motivated and goal-oriented with a commitment to professionalism
- Excellent communication and client advisory abilities
- Licensed financial professional with strong experience in financial planning and investment sales
- Passionate about helping clients build and protect their financial future
- Proactive in developing new business and expanding current client portfolios
- Values integrity, professionalism, and long-term client relationships
- Comfortable working in a regulated environment with a focus on compliance
- Appreciates a team-oriented, growth-focused company culture
- The agency is committed to diversity, equity, and inclusion, serving a broad client base and offering bilingual support
- Opportunities for ongoing education and professional development are encouraged and supported
- The company culture emphasizes client-first values, integrity, and a dedication to helping clients achieve their financial objectives
- Apply now by clicking the job application button to take the next step in your financial services career