ASSOCIATE FINANCIAL ADVISOR
Company: Theorem Wealth an MForce Capital Partner
Location: Dallas
Posted on: October 2, 2024
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Job Description:
About mFORCE CapitalMForce Capital, headquartered in Fort Worth,
Texas, with partner offices Theorem Wealth in Dallas and mFORCE
Capital Hot Springs Village, Arkansas. We are a leading financial
advisory firm dedicated to delivering bespoke financial solutions
and expert advice to a broad range of clients. With a strong
foundation built on integrity, innovation, and in-depth market
knowledge, MForce Capital has established itself as a trusted
partner for individuals, families, and institutional investors
alike. Our commitment to excellence is reflected in our
personalized approach, ensuring that each client's unique financial
goals and objectives are met with the highest standards of service
and professionalism. At MForce Capital, we leverage the latest
technology and industry insights to provide comprehensive financial
planning, investment management, and retirement planning services,
enabling our clients to navigate the complexities of the financial
world with confidence and success.
Role Description:
Position: Associate Financial Advisor
Location: Dallas, TX Office
Role Overview:The role is designed to provide hands-on training and
development for an individual to grow into a Wealth Management
Advisor. This is a sales and operations role that is designed to
develop the skills necessary to build a successful financial
advisory practice. You will be pivotal in servicing institutional
retirement plan participants and our valued current clients. The
role's main function in the first few years will be focused
onbusiness development, which requires a strong work ethic and is
ideal for a self-motivated individual. This position is ideal for a
dynamic and motivated professional with a passion for finance and a
commitment to delivering exceptional client service. You will join
a collaborative team, working closely with senior advisors to
develop and implement strategic financial plans that align with our
clients' long-term objectives. You will also beresponsible for
attracting new clients to the firm through our various marketing
strategies, the local community, and your network.Key
Responsibilities:--- Outbound marketing activities to prospective
clients via email marketing, phone calls, and digital channels.---
Collaborating with other members of the firm to develop an
understanding of the basics of financial planning.--- Enhancing our
client experience--- Operational and administrative duties such as
pipeline management, account servicing, firm operations, etc.
Candidates should have: --- A passion for sales.--- Excellent
communication skills.--- An exceptional ability to balance
analytical thought with creativity.--- The ability to work under
pressure and handle rejection with a positive attitude.---
Self-motivating and very competitive.--- Strong negotiation
skills.--- A fast learner with the ability to work independently
and with a team.
Qualifications:Bachelor's degree in Finance, Economics, or related
fieldStrong sales skills with a track record of meeting or
exceeding targets.Exceptional analytical abilities and attention to
detail.Organized and are task oriented.Excellent communication and
interpersonal skills, with a focus on client service.Ability to
work independently and as part of a team in a fast-paced
environment.Proficiency in Microsoft Office Suite.
Why Join MForce Capital?
At MForce Capital, you'll be part of a forward-thinking company
that values innovation, integrity, and inclusivity. We offer a
supportive work environment, opportunities for professional growth,
and a competitive compensation package, including benefits and
performance-based incentives. Join us in our mission to empower
clients to achieve their financial aspirations and enjoy a
rewarding career that makes a real difference.
Keywords: Theorem Wealth an MForce Capital Partner, Carrollton , ASSOCIATE FINANCIAL ADVISOR, Accounting, Auditing , Dallas, Texas
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