Financial Representative

DFW Wealth Strategies partners with financial professionals to help them establish and grow independent practices tailored to their goals. Backed by Guardian Life, Park Avenue Securities, and Living Balance Sheet, we offer trusted products, proven tools, and a supportive team dedicated to helping advisors succeed. Our partnership model is uniquely created by advisors for advisors, providing autonomy alongside the resources of some of the strongest names in the industry. From robust compensation and benefits to impactful teaming opportunities, we are committed to supporting your success and growth in the financial services sector.

Role Description As a Financial Representative, you will work full-time to provide personalized financial planning and advisory services to clients. This remote role involves building client relationships, understanding their financial goals, and designing customized financial strategies. You will assist clients in areas such as investments, insurance, and retirement planning while leveraging the tools and support provided by DFW Wealth Strategies to ensure their financial success.

Qualifications

Expertise in Financial Planning, Retirement Planning, and Investments

Strong knowledge of Insurance and overall Finance practices

Exceptional communication and interpersonal skills to build and maintain client relationships

Results-driven mindset with the ability to work independently

Experience with financial software and analysis tools is a plus

Bachelor's degree in Finance, Business, Economics, or related field is preferred

Relevant certifications such as CFP, ChFC, or other financial planning designations are advantageous

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