Internal Investment Advisor — Client-Focused, No Prospecting

Unitedplacementgroup; Prosper (TX); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Bonus opportunities

401(k)

Health insurance

Life insurance

Professional development opportunities

Job summary

United Advisors America in Prosper, Texas is seeking an experienced Investment Advisor Representative to join our internal advisory team. This is an in-person, full-time role focused on serving established clients and supporting external advisors through our Co-Advisor Program.

You will help with account setup, asset transfers, ongoing portfolio management, client reviews, and asset recommendations. Required: Series 65 or Series 7/66, at least one year in wealth management; preferred CFP or CFA

Qualifications

• Minimum one year of investment advisory, securities, financial planning, or related wealth-management experience.
• Solid understanding of investments, portfolio construction, and asset allocation.

Responsibilities

• Assist with establishing new accounts, documentation, and asset transfers.
• Help facilitate timely transfer and investment of new client assets.
• Handle ongoing account needs, deposits, withdrawals, and distributions.
• Monitor and rebalance client portfolios.
• Conduct annual client reviews and participate in client meetings.
• Develop investment proposals and portfolio recommendations.
• Tailor portfolios to client objectives and risk tolerance.
• Identify opportunities to coordinate with external advisor.

Skills

Series 65

Series 7 & 66 combo

Client relationship skills

Organizational skills

Team collaboration

Education

Finance / Economics / Business degree

Job description

United Advisors America in Prosper, Texas is seeking an experienced Investment Advisor Representative to join our internal advisory team. This is an in-person, full-time role focused on serving established clients and supporting external advisors through our Co-Advisor Program.

You will help with account setup, asset transfers, ongoing portfolio management, client reviews, and asset recommendations. Required: Series 65 or Series 7/66, at least one year in wealth management; preferred CFP or CFA