Private Client Wealth Advisor

Fairygodboss; Arlington (TX); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Fairygodboss is seeking a Financial Advisor in Arlington, Texas to help clients manage their investments with personalized solutions. The role involves championing client relationships and fostering an inclusive culture.

Successful candidates will possess a Series 7 license, have at least 2 years of financial services experience, and demonstrate a commitment to client goals. The position offers a competitive rewards package with comprehensive benefits including health coverage and financial coaching.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 license is required.

Responsibilities

• Champion and support teammates' success and foster a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial markets knowledge

Digital confidence

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

Fairygodboss is seeking a Financial Advisor in Arlington, Texas to help clients manage their investments with personalized solutions. The role involves championing client relationships and fostering an inclusive culture.

Successful candidates will possess a Series 7 license, have at least 2 years of financial services experience, and demonstrate a commitment to client goals. The position offers a competitive rewards package with comprehensive benefits including health coverage and financial coaching.