Wealth Advisor Representative: High-Net-Worth Growth

Trend Personnel Pty Ltd; Rockwall (TX); On-site; USD 75,000 - 80,000; Full time

Job summary

TrendHR is partnering with a growing Rockwall, TX wealth management firm to identify an Investment Advisor Representative (IAR). This full-time, in-office role focuses on building trusted client relationships with high-net-worth individuals, guided by an established advisory process and lead-generation system.

Ideal candidates hold Series 65/66 or CFP, possess strong sales and presentation skills, and can move prospects through the advisory journey toward long-term wealth management.

Qualifications

• Active Series 65 or 66, and/or CFP designation
• Registered or eligible to register as an Investment Advisor Representative
• Strong sales, relationship-development, or client-acquisition background
• Proven ability to move prospects through a sales or advisory process and close business
• High ethical standards and professional judgment

Responsibilities

• Work directly with qualified prospective clients provided through the firm's existing lead channels
• Conduct discovery meetings to understand financial goals, assets, concerns, risk tolerance, and long-term objectives
• Build trust with high-net-worth individuals and families
• Guide prospects through the firm's established, step-by-step advisory process
• Convert qualified prospects into long-term wealth management clients
• Present investment, financial planning, and wealth management solutions
• Help grow Assets Under Management through new client acquisition
• Maintain CRM opportunities with consistent follow-up
• Collaborate with internal advisors and support professionals to deliver a high-quality client experience
• Participate in educational seminars, client events, and other firm-sponsored lead-generation activities
• Conduct meetings primarily from the Rockwall office or via Zoom, with some evening events
• Maintain all required client documentation and operate with fiduciary/regulatory standards

Skills

Relationship building

Sales

Communication

Client acquisition

Education

Bachelor's degree in finance/economics/business

Tools

CRM (Salesforce)

Job description

TrendHR is partnering with a growing Rockwall, TX wealth management firm to identify an Investment Advisor Representative (IAR). This full-time, in-office role focuses on building trusted client relationships with high-net-worth individuals, guided by an established advisory process and lead-generation system.

Ideal candidates hold Series 65/66 or CFP, possess strong sales and presentation skills, and can move prospects through the advisory journey toward long-term wealth management.