Wealth Advisor (Dallas)
On-siteDallas, Texas, United States
Dallas, Texas, United StatesOn-siteFull TimeMid LevelBachelors DegreeLarge
Full TimeMid LevelBachelors DegreeLarge
Job Summary
Wealth Advisor to develop comprehensive financial plans for individuals and businesses, coordinate with clients’ other advisors to implement plans, and provide investment and insurance solutions; build networks and referral channels with centers of influence in the high net worth and closely-held business space, develop customer financial profiles to determine product suitability, analyze appropriate financial products, and grow the book of business through referrals and targeted promotions.
Required Qualifications
- Bachelor’s Degree in Business, Finance, Marketing, or related field
- Securities licenses 7, 63, and Group I Life and Health Insurance Licenses
- Minimum three to five (3-5) years as a financial advisor or similar experience
- Excellent organizational and communication skills
- Current driver’s license and excellent driving record
- Able to travel locally
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