Ackley Financial Group
Type of Positions
Full-Time Entry Level
Positions Available
Financial Advisor
Degrees Sought
Bachelor's
Majors or Schools
All Majors
Position Descriptions
To assist up-scale, and emerging up-scale, individuals to meet long-term
financial goals such as: planning for their estate, retirement, and
education goals, with a heavy emphasis on tax reduction. Once a
comprehensive plan is developed to assist the client, the advisor will focus
on product selection and plan implementation. For business owners, the
financial advisor will also have the ability to design and implement 401K
and other retirement plans; with a special emphasis on selective Benefit
Plans for highly compensated employees and owners. The in-house training
program is designed to guide the advisor toward a Certified Financial
Planner (CFP) and/or Chartered Financial Consultant (ChFC) designation.
Compensation includes salary, commissions, bonuses and enhancements. Full
benefits are provided.
JOB REQUIREMENTS:
• Bachelors degree or higher – financial services, finance, business
administration, economics, accounting or law preferred
• Track record of success in academic and/or career endeavors
• Ability to handle long hours and rigorous training
• Impeccable character – All applicants will be subject to extremely
thorough background checks, including criminal and credit checks
Company Profile
Established in 1980, the Ackley Financial Group is a Dallas based financial
services firm that has grown into one of the largest companies of its kind
in the state of Texas. We work with businesses and individuals in helping
them achieve their financial goals. We are a local firm with corporate
alliances that give us the resources of a fortune 100 company.
We are dedicated to building long term relationships with our clients
founded on mutual trust and respect. We pride ourselves on having the
representation of the best investment and insurance companies in the world
to meet our clients’ ever changing needs. We specialize in services that
help our clients provide for their future through a full range of financial
services that help them grow while protecting their assets, as well as
helping to create security for them, their heirs, and their businesses.
(Asset protection and wealth accumulation, including - retirement, estate,
and business planning).
Ackley Financial Group, Inc. is proud to be affiliated with the Penn Mutual
Life Insurance Company. Founded in 1847, Penn Mutual is the nation’s second
oldest mutual life insurer. Penn Mutual provides life insurance and annuity
products through a national network of professional agents and financial
advisors; who help meet their clients’ financial needs with confidence.
We are currently seeking entry-level and experienced candidates to join our
financial services team.
Company Location
Addison, TX
Website
www.ackleyfinancial.com