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Allgen Financial Services, Inc.

Perks

  • StarHybrid between entrepreneurship and large corporate environment
  • StarFlexible options and programs based on your lifestyle
  • StarFlexible work relationship options based on your lifestyle
  • StarTypically higher payout compared to most financial institutions

Vice President - Dallas

Dallas / Fort Worth, TX

Allgen Financial Services, Inc. (www.allgenfinancial.com) is looking for an established financial advisor to join our team and operate a new branch in Dallas, TX. Allgen’s entire business model revolves around helping entrepreneurial advisors who want to be independent, but would like to have hands-on support to build an office. The goal of the Vice President is to grow a new office that will specialize in managing retirement related investments. Allgen Financial Services, Inc. is the perfect place to continue building your career in the financial services industry. Why?

As an Allgen Vice President, you will receive the following benefits:
•    All necessary resources to build, manage, and operate a branch office
•    Hands-on marketing, technology, and business development support
•    Compliance & insurance support
•    A vast array of investment options to offer clients with sophisticated needs
•    Access and utilization of in-house portfolio managers for investment strategy development and implementation
•    As a Schwab-supported firm, access to Charles Schwab Institutional support team

As an Allgen Vice President, you're responsible for helping to build community relationships primarily through face-to-face interaction. You will help develop large client opportunities, grow a new office, and manage a team of advisors.  As a manager, you will spend most of your time nurturing strategic relationships. Our entrepreneurial atmosphere allows you the room to grow with unlimited income potential. We help you reach your goals through our proven business model. In addition, we are well positioned to meet the needs of the 78 million in the baby boomer generation entering retirement in the next 15 years.

Competitive Compensation
The unique structure of our operations allows us to provide higher rates of compensation to our advisors. In most cases, Allgen is able to provide 20%-50% higher compensation to its advisors compared to other financial institutions. Financially, we provide a compelling argument for why someone would want to be a financial advisor with Allgen.

Activities & Responsibilities
•    Prospecting for large client opportunities
•    Creating strategic relationships with potential professional
•    Strategic business planning and implementation
•    Mature existing client relationships and develop new relationships
•    Manage and train other advisors
•    Capture the majority of market share in branch location

Qualities of a Successful Candidate:
•    Relational with a desire to build a business
•    Performance driven
•    Well organized
•    Marketing & sales aptitude
•    Natural interpersonal and communication skills
•    Strong analytical abilities
•    Self-confidence, persistence, initiative, and persuasiveness
•    Passion for learning
•    Required federal and state licenses and registrations for securities (i.e. Series 65 or 66)
•    $15 million+ under management preferred
•    Four-year college degree required
•    Graduate degree required

Tags: Advisor, branch office, Dallas, executive, finance jobs, Financial Advisor, financial career, financial expert, financial jobs, Financial Planner, Fort Worth, jobs, manager, private wealth management, retirement planner, retirement specialist, Texas, TX, Vice President, vp, wealth advisor, wealth management

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