What are the responsibilities and job description for the Life Insurance Broker position at Wise Devise LLC?
Financial Analyst – Summer | Dallas, TX
This job is COMMISSION BASED with opportunity for SALARY
The Opportunity:
We don’t just analyze numbers — we define futures. As the leading financial institution in Dallas, we set the standard, and we’re searching for exceptional individuals who are ready to rise above it.
This summer, we’re opening limited seats to a select group of high-caliber minds. We’re not looking for the average. We’re looking for analysts with precision in their logic, intensity in their ambition, and a vision for leadership that’s as sharp as their analytics. You don’t wait to be told what to do — you identify what must be done.
What You’ll Do:
* Help families and individuals achieve real, lasting financial goals through strategic planning and guidance
* Be part of a high-performing, mission-driven team that values collaboration, accountability, and winning together
* Gain hands-on experience in financial analysis, investment strategies, and wealth-building tools
* Learn directly from top industry leaders through weekly mentorship, training, and real-world case studies
* Develop strategies that create passive income opportunities for clients — and for yourself
* Contribute to a culture of excellence where growth, leadership, and impact are the standard
What We’re Looking For:
* A degree in Finance, Accounting, Economics, or a related field (preferred)
* 1–3 years of experience in Marketing and/or Financial Analysis or a related role
* Strong Excel and financial modeling skills
* Sharp attention to detail and problem-solving mindset
* Confident communicator who thrives under pressure
* Ambitious, independent thinker with a drive to lead
What We Offer:
* Access to elite mentorship and leadership development programs
* Direct exposure to executive-level decision-making from Day 1
* A culture of high expectations, high rewards, and high-performance integrity
* Competitive compensation, performance incentives, and long-term growth opportunities
* The credibility of being aligned with Dallas’ most trusted financial name
⏳ Spaces Are Limited | Summer Enrollment Closes Soon
We don’t mass-hire. We selectively partner with the ambitious. If you’re ready to level up in a firm that demands the best *and* develops the best, now is your moment.
Apply now. Bring the mindset. We’ll bring the momentum.
Job Types: Full-time, Part-time
Benefits:
- 401(k) matching
- Paid time off
Ability to Commute:
- Carrollton, TX 75006 (Required)
Ability to Relocate:
- Carrollton, TX 75006: Relocate before starting work (Required)
Work Location: Hybrid remote in Carrollton, TX 75006