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.
Salary: $63,000 - $65,000 annually
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.
Candidates must possess active licenses, including:
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.
This is a Permanent position based out of Fort Worth, TX.
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
This is a Permanent position based out of Fort Worth, TX.
This position is anticipated to close on Oct 28, 2026.
This is a hybrid position in Fort Worth,TX.
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.
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.
We’re TEKsystems and TEKsystems Global Services. We accelerate business transformation for our customers, so they can capitalize on change and master the momentum of technology. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities.
TEKsystems and TEKsystems Global Services are Allegis Group companies.
