Wealth Relationship Architect & Investment Strategist

PowerToFly; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive and attractive employee benefits and perks

Job summary

PowerToFly is seeking an Investment Consultant - Relationship Manager in Dallas, Texas, to develop and maintain relationships with clients. You will assist clients in identifying their financial goals while collaborating with the Financial Advisor Team to provide tailored investment consulting. A bachelor's degree and active financial licenses are required, along with over 5 years of industry experience.

The role emphasizes compliance with industry regulations and effective communication with clients and team members.

Qualifications

• At least 5 years of business experience and proven success in a previous career.
• Minimum of 5 years FINRA registration preferred.

Responsibilities

• Advise clients in accordance with the Team's agreed upon strategy.
• Analyze investment opportunities and recommend appropriate strategies.
• Maintain and develop client relationships to meet financial goals.

Skills

Extensive knowledge around financial industry and product knowledge

Ability to communicate effectively with co-workers and clients

Excellent written and oral communication skills

Knowledge of applicable compliance rules and regulations

Education

Minimum of bachelor's degree or comparable professional certification

Active Series 7 and 63

Job description

PowerToFly is seeking an Investment Consultant - Relationship Manager in Dallas, Texas, to develop and maintain relationships with clients. You will assist clients in identifying their financial goals while collaborating with the Financial Advisor Team to provide tailored investment consulting. A bachelor's degree and active financial licenses are required, along with over 5 years of industry experience.

The role emphasizes compliance with industry regulations and effective communication with clients and team members.