Strategic Investment Advisor — Grow Client Wealth

Bright Wealth Management; Lewisville (TX); On-site; USD 95,000 - 130,000; Full time

Job summary

Bright Wealth Management is seeking an Investment Adviser Representative to build and manage client relationships while delivering fiduciary investment advice and financial planning.

You will develop customized strategies, conduct discovery meetings, monitor portfolios, and educate clients on market conditions. The role emphasizes growth through referrals, strong ethics, and regulatory compliance, with high-touch, client-first service.

Qualifications

• Active Series 65 license (or Series 66 with Series 7)
• Registered (or eligible to register) as an Investment Adviser Representative
• Bachelor’s degree in finance, economics, business, or related field
• Strong understanding of investment principles and fiduciary standards
• Excellent interpersonal, communication, and presentation skills
• High ethical standards and client-first mindset

Responsibilities

• Develop and manage client relationships and grow the practice
• Provide personalized investment advice and financial planning
• Conduct discovery meetings to understand goals, risk tolerance, and circumstances
• Propose, implement, and monitor customized investment strategies
• Maintain ongoing client communication with regular reviews
• Educate clients on markets and financial planning concepts

Skills

Interpersonal skills

Communication skills

Presentation skills

Investment principles

Education

Bachelor's degree in finance/economics/business

CFP or CFA certification (preferred)

Tools

Financial planning software

CRM systems

Portfolio management platforms

Job description

Bright Wealth Management is seeking an Investment Adviser Representative to build and manage client relationships while delivering fiduciary investment advice and financial planning.

You will develop customized strategies, conduct discovery meetings, monitor portfolios, and educate clients on market conditions. The role emphasizes growth through referrals, strong ethics, and regulatory compliance, with high-touch, client-first service.