About this opportunity
PowerToFly lists this Wealth Relationship Architect & Investment Strategist opportunity in dallas, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
PowerToFly is seeking an Investment Consultant - Relationship Manager in Dallas, Texas, to develop and maintain relationships with clients. You will assist clients in identifying their financial goals while collaborating with the Financial Advisor Team to provide tailored investment consulting. A bachelor's degree and active financial licenses are required, along with over 5 years of industry experience.
The role emphasizes compliance with industry regulations and effective communication with clients and team members.
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Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.