Financial Advisor - Rockwall - Jobot

    Jobot
    Jobot Rockwall

    1 day ago

    $65,000 - $130,000 (USD) per year *
    Description
    Boutique Firm Financial Looking for Advisor to provide superior financial advice and foster lasting client relationships.

    Want to apply Read all the information about this position below, then hit the apply button.

    This Jobot Job is hosted by: Victoria Casal
    Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume.

    Salary:
    $80,000 - $200,000 per year


    A bit about us:
    A fee-only Registered Investment Advisor (RIA) firm

    Why join us?

    Supportive, family-like team environment
    Competitive salary, benefits, and 25+ paid days off
    Flexible Fridays, casual dress code, and regular team events

    Job Details


    Responsibilities:
    Develop and implement personalized financial plans, including investment, retirement, tax, and estate strategies.
    Build and maintain long-term client relationships through regular reviews and proactive communication.
    Collaborate with internal tax and insurance teams to deliver holistic solutions.
    Stay current on market trends and regulatory changes to provide informed advice.
    Prepare and present client reports and recommendations.


    Qualifications:
    Bachelor's degree in Finance, Economics, or related field; advanced credentials (MBA, CFA, CPA, etc.) preferred.
    Experience in financial planning or portfolio management, preferably with high-net-worth clients.
    MUST HAVE Series 65
    Strong interpersonal, analytical, and communication skills.
    Commitment to fiduciary standards and client-first service.

    Interested in hearing more? Easy Apply now by clicking the Apply button.

    Jobot is an Equal Opportunity Employer.

    We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

    Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

    It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

    Sometimes Jobot is required to perform background checks with your authorization.

    Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.


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    * This salary range is an estimation made by beBee
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