Financial Representative

Job Description

Helping Others Succeed Can be Your Biggest Success

Becoming a Representative in the Financial Services Industry

The Role:

As a Financial Representative, your role will be to educate, motivate and inspire your clients to take action. You will help individuals, families and businesses first, to identify what is most important to them personally and financially, then to gain clarity with a “financial road-map,” and finally to create a strategy to guide them towards achieving their objectives. Like a great coach, the Financial Representative seeks to put their clients in the best position to be successful by helping them take action through leadership and guidance.

 Becoming a Financial Representative is going into business for yourself, and it comes with all of the independence and flexibility this implies. What it comes without is the capital investment that many start-up businesses require. With Platinum Wealth Solutions of Texas you are in business for yourself, but not by yourself. You will be enrolled in a comprehensive training program, paired with a Director for guidance, given access to mentors and dedicated resources at every level and provided marketing and management support through our firm.

Why Become A Financial Professional:

The 3 I’s of the Financial Professional:

Impact: It’s not about selling. It’s about changing lives for the better, forever. You will have a positive impact on the lives you touch.

Independence: Your practice will be built around your personal purpose and vision. You will decide who you work with and how you spend your time.

Income: You will invest a great deal of time and effort early in this career, but there is no income ceiling. Financial Services was reported as one of the top 10 highest paying careers in the U.S.

 Questions To Ask Yourself:

• What do I want my world to look like 5 years from now? 
• Is the path I’m on going to get me there?
• Do I believe in what Financial Professionals do?
• Am I ready to be a business owner?

Is This The Right Career For Me?

Albert E.N. Gray said, “The common denominator of success - the secret of success of every person who has ever been successful - lies in the fact that he or she formed the habit of doing things that failures don’t like to do.”

Being a Financial Professional is not about rate of return. It’s about your clients; their goals, their visions. You bring order to the chaos. You help them to achieve the freedom to pursue their life’s passion. And from their success you derive your success. Are you ready to start the next chapter of your life? Are you ready to find success through the success of others?

Our ideal candidate can connect and communicate with potential clients, wants to build strong personal relationships, has a desire to help others, possesses the ability to listen attentively, is energetic with a strong work ethic, excels as part of a team and draws energy and excitement from meeting new people and working in a dynamic environment.

Does this sound like you? Is Financial Services something you can get excited about? Then we need to talk, face to face. Let us help you decide if this is the right career for you. We promise to put you first. We promise to help you make the best decision for you and your family.

Email your resume and cover letter to evalenti@pws-texas.com Internships for Junior and Senior students are also available.

Platinum Wealth Solutions of Texas, LLC is strongly committed to diversity and equal opportunity.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth Inc. 3522 Paesanos Parkway, Suite 100, San Antonio, TX 78231. (210)998-5000.  #8894184 -20260625