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Financial Advisor / Wealth Management Associate
Austin, TX US
Job Description
Location: DFW, East Texas, West Texas, San Antonio, and Austin, TX
Job Type: Full-time | Hybrid Work
Compensation: $60, 000 –$300, 000+ per year (Uncapped Commission + Draw)
About Opes One
At Opes One, we empower ambitious professionals to take control of their success by building their own financial services practice—with the backing of a Fortune 250 company that’s been trusted for nearly 160 years.
Our advisors are passionate about helping people achieve financial security, driven by integrity, purpose, and a commitment to doing what’s right. If you’re entrepreneurial, motivated by growth, and eager to make a lasting impact on clients’lives, we invite you to join our team.
Key Responsibilities
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Provide personalized financial recommendations to help clients achieve long-term financial security.
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Act as a trusted advocate for clients, fostering lasting, value-based relationships.
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Implement strategic financial plans and introduce innovative solutions to meet client goals.
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Consistently grow your client base through effective prospecting, referrals, and relationship-building.
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Stay current with industry trends and financial products through continuous training and professional development.
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Maintain high ethical standards and a client-first approach in all aspects of business.
What Opes One Offers
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Collaborative Support: You’ll be part of a team-driven culture where mutual success is the goal.
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Comprehensive Training: Access to mentorship, training sessions, and resources led by top advisors and industry leaders.
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Financial Stability: Backed by a Fortune 250 mutual company with nearly 160 years of financial strength.
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Inclusive Culture: We value diversity of thought, background, and experience to create a stronger, more dynamic team.
Benefits
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401(k) and Pension Plan
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Medical, Dental, and Vision Insurance
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Life and Disability Coverage
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Flexible Schedule
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Signing Bonus / Training Allowance (upon eligibility)
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Unlimited earning potential within a supportive, growth-oriented culture
Ideal Candidate
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Entrepreneurial mindset and strong work ethic
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Goal-oriented and self-motivated
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Excellent communication and relationship-building skills
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Background in sales or client acquisition preferred
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Bachelor’s degree preferred
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Life Insurance Sales experience (2+ years preferred, but not required)
