Financial Representative

Finance Dallas, Texas Remote



Our Financial Advisors act as advocates for clients with a commitment to continually enhance, enrich, and serve their community. They problem-solve for their clients by researching and proposing educated financial strategies which leads to long-lasting, value-based client relationships. Over time, you will learn to gather, manage and service a book of investment-oriented clients by identifying and acquiring assets and developing additional business through referrals.


  • Integrity and Strong Work Ethic
  • Entrepreneurial Spirit
  • Confidence and Resiliency
  • Interpersonal Skills
  • Desire to Succeed
  • BA, BS, Graduate Degree or equivalent work experience required


In this entrepreneurial, consultative sales position, you will build your professional practice by:

  • Prospecting for clients on a referral basis within clearly defined markets
  • Developing and maintaining long-term relationships with clients
  • Listening empathetically, gathering facts, analyzing needs, and making responsible recommendations
  • Expanding personal knowledge and skills through joint work with fellow associates

    Competitive Advantages:
  • Industry leader with excellent, financial strength and impeccable integrity
  • Innovative market development tools
  • State-of-the-art financial analysis software
  • Flexibility to balance career and personal needs
  • Extensive professional development programs
  • Excellent compensation and benefits

Tax Savings Investor is:

A diversified financial services organization whose member companies offer a broad portfolio of financial products and services. Our objective is to build, promote and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate and institutional clients over the long term. We help our clients achieve success in a changing world through the accumulation and protection of wealth.


  • Bachelor's





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