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