Financial Advisor (Series 66/65)

TEKsystems•Fort Worth, TX

21d•$63,000 - $65,000•Hybrid

About The Position

The Financial Advisor provides financial guidance and support to existing clients through a mix of inbound customer service and outbound engagement. Approximately 25% of the work involves inbound service and 75% involves outbound outreach. The advisor helps clients understand and maximize financial products, including insurance, investments, and retirement planning. This is a permanent hybrid position based in Fort Worth, Texas, with work from home on Mondays and Fridays and onsite work Tuesday through Thursday. Scheduled hours are 8:00 AM to 5:00 PM.

Requirements

FINRA Series 7 license.
FINRA Series 66 license, or both Series 63 and Series 65 licenses.
At least 1 year of Financial Advisor experience.
At least 1 year of call center and/or outbound calling experience.
Strong customer service, communication, and financial consulting skills.

Responsibilities

Handle inbound client inquiries and provide customer service.
Conduct outbound calls to existing clients about insurance benefits, financial products, and retirement account requirements, including required minimum distributions (RMDs).
Educate clients on savings, investments, wealth management, and insurance solutions.
Perform financial analysis and recommend strategies based on client needs.
Maintain accurate client documentation and ensure regulatory compliance.