Financial Associate – Frisco

The Financial Associate must be committed to complete the two-year Mentorship Training Program under a senior level Advisor to learn the Financial Services Industry. This position requires the ability to work hard, study hard and be coachable throughout the program. This position will be responsible for learning all aspects of the business including administrative, planning, practice management, prospecting and sales skills that are key success factors in the Financial Services Industry. This position will report to the Senior Level Advisor. This position works with integrity and confidentiality and provides excellent customer service to team members while demonstrating the company values and supporting the mission.

Job Duties and Responsibilities

Required Qualifications


Apply to join the team at Southwestern Investment Group.