Wealth Advisor
2 weeks ago
Our client is one of the largest investment managers in the country and is building out its wealth management arm.
They are looking to bring in an experienced Wealth Advisor to their Dallas team.
The ideal candidate will be a true business developer and have a proven track record of generating and maintaining client relationships.
This advisor will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Responsibilities
Provide financial planning support to clients
Cultivating strong client relationships
Prepare financial plans and advise clients on investment portfolios
Qualifications
Bachelor's degree in Finance or related field
Series 7 license
6+ years' of industry experience
Strong understanding of the investment and wealth management business
Excellent interpersonal skills
An existing network that can be continuously cultivated and expanded within the community
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