Private Client Wealth Advisor

Fairygodboss; Colleyville (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Fairygodboss is looking for a Financial Advisor in Colleyville, Texas, who is passionate about client success and fostering a diverse workplace culture. You will provide personalized investment solutions and manage client relationships while adhering to the highest standards of integrity.

The ideal candidate will have at least 2 years of experience in a financial services role, a Series 7 license, and a commitment to ongoing professional development. The position offers competitive pay, health benefits, and additional perks.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Support teammates' success and foster a culture of diversity.
• Build a book of business focusing on relationship management.
• Educate clients on digital tools for their investments.

Skills

Client acquisition

Relationship management

Financial advising

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

Fairygodboss is looking for a Financial Advisor in Colleyville, Texas, who is passionate about client success and fostering a diverse workplace culture. You will provide personalized investment solutions and manage client relationships while adhering to the highest standards of integrity.

The ideal candidate will have at least 2 years of experience in a financial services role, a Series 7 license, and a commitment to ongoing professional development. The position offers competitive pay, health benefits, and additional perks.