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Financial Advisor

TriSearch · Dallas, TX · Financial services team at a State Farm agency

Compensation

From $80k /yr

Employment type

Full-time

Work setting

On-site

Location

Dallas, TX

Schedule

Day shift

Posted

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Job overview

The Financial Advisor role is fully in office in Gainesville or Whitesboro, TX; the listing location is Dallas, TX. Compensation is base salary plus commission, with no numeric salary specified. The role supports an established State Farm agency and its 19-person team. The advisor sells financial and insurance products, develops new business, and recommends solutions based on client discovery. By building a personal book of business and supporting client retention, the role helps deepen relationships across the agency’s existing client base and local community.

What you'll do

  • Sell mutual funds, investments, annuities, and life insurance
  • prospect and develop local business
  • conduct client discovery and recommend financial solutions
  • build and manage a personal book of business
  • participate in joint appointments for mentorship and deal support
  • contribute to client retention
  • maintain an in-office presence to build relationships and serve walk-in traffic.

What we're looking for

Skills & competencies
financial advisor
gainesville tx
whitesboro tx
dallas tx listing
trisearch
state farm agency
financial services
investment sales
mutual funds
annuities
life insurance
series 6
series 65
relocation assistance
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Base salary plus commission
  • relocation assistance is available.

Why this role

Active Series 6, Series 65, and Life and Health licenses are required; relocation assistance is available.

About the employer

TriSearch is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.

Additional details

Industry sector
52
Industry
Insurance Agencies and Brokerages
Occupation code
13-2052.00
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