Financial Advisor

Overview

We are seeking a licensed Financial Advisor to join a growing client service and financial guidance team in a hybrid environment. This role combines relationship management, financial consulting, and proactive client outreach to help individuals make informed decisions regarding their financial future.

This position is ideal for professionals who enjoy building client relationships, providing financial guidance, and working in a structured, metrics-driven environment. The successful candidate will balance inbound client support with outbound engagement efforts designed to educate clients, strengthen financial wellness, and maximize the value of existing financial products and services.

Schedule & Work Environment

Hybrid work environment
Remote Mondays and Fridays
Onsite Tuesdays through Thursdays
Standard schedule: Monday-Friday, 8:00 AM - 5:00 PM
Professional call center and financial services environment
Permanent, direct-hire opportunity

Compensation & Benefits

Salary: $63,000 - $65,000 annually

Comprehensive Benefits Package Includes:

Annual performance bonus opportunity
Employee Stock Ownership Plan (ESOP)
401(k) retirement savings plan
Medical, dental, and vision insurance
Paid time off
Company holidays
Floating holidays
Career development and advancement opportunities

Position Summary

As a Financial Advisor, you will support existing clients through a combination of inbound service interactions and outbound engagement campaigns. Approximately 25% of your time will be spent responding to inbound client inquiries, with the remaining 75% dedicated to proactive outreach to established clients.

You will serve as a trusted resource by providing guidance related to financial planning, retirement readiness, insurance solutions, wealth accumulation, investment strategies, and overall financial wellness.

This role focuses on strengthening client relationships, identifying opportunities to improve financial outcomes, and helping clients better understand the products and benefits available to them.

Key Responsibilities

Client Relationship Management

Build and maintain strong relationships with existing clients.
Deliver exceptional service through professional, consultative conversations.
Act as a trusted advisor by identifying client needs and recommending appropriate solutions.
Maintain regular contact with clients to ensure continued engagement and satisfaction.

Inbound Client Support

Respond to incoming client inquiries through a structured call queue.
Address account-related questions and financial concerns.
Resolve issues efficiently while maintaining a high level of customer satisfaction.
Educate clients on available products, services, and financial planning opportunities.

Outbound Client Engagement

Conduct proactive outreach campaigns to existing clients.
Contact clients regarding insurance products and available coverage options.
Inform clients of additional benefits available within their current financial programs.
Assist clients with important financial milestones and obligations.
Schedule follow-up consultations and maintain ongoing client engagement.

Financial Planning & Guidance

Provide personalized financial guidance tailored to individual client goals.
Assist clients with budgeting, financial wellness, and wealth-building strategies.
Discuss savings and banking solutions.
Educate clients on investment and retirement planning concepts.
Support insurance and risk management discussions.
Help clients develop strategies for long-term financial success.

Financial Analysis

Evaluate client financial situations and identify opportunities for improvement.
Analyze financial information to support recommendations.
Assist clients in understanding potential risks and opportunities.
Develop recommendations that align with client objectives and financial goals.

Documentation & Compliance

Maintain accurate and detailed records of all client interactions.
Document recommendations, service requests, and follow-up activities.
Adhere to all regulatory, compliance, and licensing requirements.
Ensure all activities are conducted in accordance with FINRA and industry guidelines.
Maintain confidentiality and protect client information.

Collaboration

Partner with internal teams to support client needs.
Participate in campaign initiatives and business development efforts.
Share client feedback and insights to improve overall service delivery.
Contribute to team performance goals and service excellence initiatives.

Required Qualifications

Licensing Requirements

Candidates must possess active licenses, including:

FINRA Series 7 License
FINRA Series 66 License
- OR Series 63 and Series 65 licenses in lieu of Series 66
Life & Health Insurance License

Professional Experience

1+ year of Financial Advisor, Financial Consultant, Wealth Advisor, or financial guidance experience.
1+ year of call center experience.
Experience handling outbound calling initiatives.
Experience within financial services environments.
Strong customer service background.

Skills & Competencies

Excellent verbal and written communication skills.
Strong relationship-building abilities.
Ability to explain financial concepts in a clear and understandable manner.
Customer-focused and consultative approach.
Financial analysis and problem-solving skills.
Ability to manage multiple client conversations and priorities.
Strong documentation and organizational skills.
Experience working in a metrics-driven environment.
High degree of professionalism and integrity.

Preferred Qualifications

Wealth management experience.
Investment advisory experience.
Retirement planning experience.
Insurance and risk management knowledge.
Experience supporting existing client portfolios.
Ability to identify financial planning opportunities through consultative conversations.
Experience working with financial planning tools and CRM platforms.

Ideal Candidate Profile

The ideal candidate is a licensed financial professional who enjoys helping clients navigate financial decisions while building long-term relationships. This person thrives in a phone-based environment, is comfortable conducting proactive outreach, and is passionate about educating clients on strategies that support financial security and long-term success.

If you are a customer-focused Financial Advisor looking for an opportunity to combine relationship management, financial guidance, and proactive client engagement in a stable, growth-oriented environment, we encourage you to apply.

Job Type & Location

This is a Permanent position based out of Fort Worth, TX.

Pay and Benefits

The pay range for this position is $63000.00 - $65000.00/yr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

15% ESOP, 5-7% bonus o Option to contribute to a 401k account o 16 Days of Paid Time Off, 10 holidays o 2 floating PTO days every year o Full health, vision & dental coverage

Job Type & Location

This is a Permanent position based out of Fort Worth, TX.

Application Deadline

This position is anticipated to close on Oct 28, 2026.

Workplace Type

This is a hybrid position in Fort Worth,TX.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

Financial Advisor