Financial Representative

Overview

Our Financial Representatives serve as client advocates, dedicated to continually enriching their community and delivering value-based, long-term relationships. As a Financial Representative with DFW Wealth Strategies, part of The Guardian Network, you will manage and grow a book of investment-oriented clients by identifying assets and generating additional business through referrals. We take a distinctive approach to financial services, emphasizing long-term results, advanced technology, strong relationship management, and tailored strategies for individuals and businesses. We are seeking new advisors who share our passion and values to join the team.

Responsibilities

• Build and service a book of investment-focused clients by identifying opportunities, acquiring assets, and expanding business through referrals.
• Act as a trusted advisor, researching and proposing educated financial strategies to drive lasting client value.
• Solve client challenges and develop long-lasting, value-based relationships through proactive service.

Who you are

• Passionate about helping others and making a positive impact in your community.
• Entrepreneurial spirit with a drive to own a business that fits your life and goals.
• Purpose-driven, self-motivated to learn and pursue the best outcomes for each client, family, or business you serve.
• Learner mindset with a commitment to ongoing professional development.

Who we are

We help you become a trusted advisor by adopting a client-first approach that offers objective, flexible products and access to a broad universe of investment managers. To succeed, we provide the support, resources, and development needed to grow your book of business. Our financial advisors are entrepreneurs who have the flexibility to shape their practice while helping clients grow their wealth.

What we provide

• Tools and technology to scale capacity for gathering, managing, and servicing clients
• Objective wealth management solutions
• Actionable practice management insights
• Superior service and support

More about the partnership

At DFW Wealth Strategies, powered by Guardian Life and Park Avenue Securities, we recognize that Financial Professionals continually evaluate opportunities to optimize their practice. Founded by an experienced advisor, our firm centers on partner success, delivering tangible value through established frameworks and resources to enhance efficiency and growth. Here is what our partnership offers:

• Client base development: access to established systems that facilitate client acquisition and engagement
• Financial strength and product access: stability from Guardian Life and Park Avenue Securities with a broad suite of trusted products
• Comprehensive support infrastructure: robust operational support and expertise in advanced markets
• Technology integration: leading-edge platforms to improve client service and efficiency
• Competitive and efficient compensation: structures that reward performance with manageable overhead
• Structured financial planning process: a clear framework to drive meaningful client outcomes

Explore a partnership built on tangible support and professional growth. For more information, visit www.linkedin.com/company/dfw-wealth-strategies/ and www.dfwwealthstrategies.com.

The Guardian Network is a network of preferred providers authorized to offer products from The Guardian Life Insurance Company of America (Guardian) and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly owned subsidiary of Guardian Life, located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer and a registered investment advisor, serving clients with financial planning and investment advisory services. PAS is a member of FINRA and SIPC.

Compensation and logistics

Job Types: Full-time, Permanent

Salary: $50,000.00 - $150,000.00 per year

Benefits: 401(k), Dental insurance, Flexible spending account, Health insurance, Health savings account, Life insurance, Paid time off, Professional development assistance, Retirement plan, Vision insurance

Location: Dallas-Fort Worth, TX

Work Location: Remote