Wealth Advisor Trainee: Fast-Track Licensing & Client Impact

Hilltop Securities Inc.; Dallas (TX); On-site; USD 55,000 - 72,000; Full time

Benefits offered by this job

Firm-sponsored Series 7/66 CFP

Mentoring and sponsorship

Tuition reimbursement

Professional development opportunities

Job summary

HilltopSecurities in Dallas is launching a twelve-month Wealth Management Specialist development program to accelerate a long-term career as a Wealth Advisor. Associates will work from our Dallas headquarters, handling real client and advisor work from day one and are trained to become planning-led advisors.

The program sponsors Series 7 and Series 66, CFP education, and a curriculum across technology, products, sales, practice management and financial planning with rotations through Advisory

Qualifications

• Bachelor's degree required; Finance, Financial Planning, Economics or Accounting preferred.
• Strong interest in building a long-term career as a Wealth Advisor.
• Client-facing aptitude, with excellent verbal and written communication skills.
• Strong analytical, critical thinking and quantitative skills.
• Able to work extended hours and on-site at the Dallas HQ.

Responsibilities

• Take client calls on the extended-hours trading desk under supervision.
• Provide home office client service and account support (openings, withdrawals, maintenance).
• Build a book of business by following lead sources.
• Use defined client process from prospecting and discovery to plan delivery and onboarding.
• Shadow client meetings and participate in weekly sales sessions and role-plays.

Skills

Client-facing

Verbal & written communication

Analytical thinking

Time management

On-site collaboration

Education

Bachelor's degree

Finance/Economics/Accounting background

Tools

Microsoft Office

Job description

HilltopSecurities in Dallas is launching a twelve-month Wealth Management Specialist development program to accelerate a long-term career as a Wealth Advisor. Associates will work from our Dallas headquarters, handling real client and advisor work from day one and are trained to become planning-led advisors.

The program sponsors Series 7 and Series 66, CFP education, and a curriculum across technology, products, sales, practice management and financial planning with rotations through Advisory