Senior Investment Planning Advisor

Texas Financial Advisors; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Texas Financial Advisors in Dallas, Texas is seeking an experienced financial advisor to deliver personalized investment solutions and provide comprehensive financial planning support to clients. The ideal candidate should possess a Bachelor's degree in Finance or a related field, with over 5 years of industry experience. Responsibilities include preparing financial plans, ensuring their accuracy, and supporting investment professionals in client relationship development. Excellent interpersonal skills are essential for success in this role.

Qualifications

• 5+ years' industry experience required.
• Strong understanding of the investment business is necessary.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Skills

Financial planning

Interpersonal skills

Investment knowledge

Education

Bachelor's degree in Finance or related field

Job description

Texas Financial Advisors in Dallas, Texas is seeking an experienced financial advisor to deliver personalized investment solutions and provide comprehensive financial planning support to clients. The ideal candidate should possess a Bachelor's degree in Finance or a related field, with over 5 years of industry experience. Responsibilities include preparing financial plans, ensuring their accuracy, and supporting investment professionals in client relationship development. Excellent interpersonal skills are essential for success in this role.