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Investment Advisor Representative
1 month ago
Only for registered members Lewisville, TXWe provide personalized financial solutions to clients and help them navigate their financial goals with tailored investment strategies and outstanding service. · Business Development Actively participate in client acquisition and referral effortsRepresent the firm at networking ...
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Investment Advisor Representative
4 days ago
Only for registered members Lewisville, TX, USWe provide personalized financial solutions to clients, helping them navigate their financial goals with tailored investment strategies and outstanding service. · ...
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Advisor Support Representative
4 days ago
Only for registered members Dallas Full time $68,000 - $85,000 (USD)We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. · This is not a traditional support role. Advisor Support Representatives at Altruist operate at the intersection of product, operations, ...
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Advisor Support Representative
3 days ago
Only for registered members Dallas, TX+Job summary · About Altruist: transforming wealth management industry with AI platform partnering financial advisors nationwide · +ResponsibilitiesUtilize systems to diagnose customer inquiries spanning account opening,funding,trading fee billing reporting account maintenance · ...
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Advisor Support Representative
3 days ago
Only for registered members Dallas, TXWe are looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life we'd love to meet you.Utilize ...
- Only for registered members Fort Worth
Serves as a vital member of the Veterans Employment Services team providing intensive services with an emphasis on case management employment training placement services for Disabled Veterans. · ...
- Only for registered members Fort Worth, Texas
Serves as a vital member of the Veterans Employment Services team. Will provide a full range of intensive services with an emphasis on case management, employment, training, and placement services to meet the needs of Veterans with priority given to Disabled Veterans and Special ...
- Only for registered members Arlington, TX
Serves as a vital member of the Veterans Employment Services team. · ...
- Only for registered members Dallas, TX,
Mohr Partners es una empresa global de asesoramiento y servicios inmobiliarios corporativos con sede en Dallas que ofrece soluciones para ocupantes/tenedores. El candidato trabajará directamente con uno de nuestros corredores senior en Dallas para desarrollar nuevos negocios y at ...
- Only for registered members Dallas, TX,
Mohr Partners es una compañía consultora global que ofrece servicios reales corporativos. Se busca un agente inmobiliario comercial que trabaje directamente con uno de nuestros corredores senior.El candidato deberá desarrollar nuevos negocios y servicio clientes existentes. Exist ...
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Investment Adviser Representative
2 days ago
Only for registered members Lewisville+Job summary: · At Bright Wealth Management we provide personalized financial solutions to clients helping them navigate their financial goals with tailored investment strategies and outstanding service. · +Responsibilities:Actively participate in client acquisition and referral ...
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Investment Adviser Representative
1 month ago
Only for registered members LewisvilleWe provide personalized financial solutions to clients, helping them navigate their financial goals with tailored investment strategies and outstanding service. · The Investment Adviser Representative (IAR) is responsible for providing personalized investment advice and financia ...
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Lube Technician/Safety Sensitive
4 days ago
Only for registered members Lone Star Toyota, Lewisville, Tx, USResponsible for the actual service and/or repair of vehicles assigned to them by service management or their designated representatives. · ...
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Product Support Advisor
1 month ago
Only for registered members LewisvilleSupport department to achieve company goals and manage inventory to the lowest possible DSO. · ...
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Vice President, Business Development
1 week ago
Only for registered members LewisvilleYou will be the senior commercial leader responsible for expanding Acosta Group's BI footprint across major CPGs and retailers. · This role focuses on business development, solution expansion, · strategic relationship-building, · and the activation of high-valuenoticeable capabil ...
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TexasWorks - Life Coach
1 month ago
Only for registered members LewisvilleWe are seeking a passionate and dedicated Life Coach to join our organization, · focusing on supporting adult learners in their academic, professional, · and personal development.The Life Coach will play a crucial role · in providing guidance, access to resources, · and personali ...
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Labor Relations Specialist
2 days ago
Only for registered members LewisvilleDentont County is the 6th fastest-growing county in United States with nearly 950,000 residents. DCTA drives a better future for Denton County by getting people where they need and want to go. · ...
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TexasWorks - Life Coach (Lubbock)
2 weeks ago
Only for registered members LewisvilleWe are seeking a passionate and dedicated Life Coach to join our organization, focusing on supporting adult learners in their academic, professional, and personal development. · Leverage social work background to address unique needs of adult learners. · ...
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Communications Lead
3 weeks ago
Only for registered members LewisvilleThe Corporate Communications Lead is responsible for developing and executing TriMark's internal and external communications strategy to support business priorities, organizational transformation, · and brand reputation.This role serves as a senior strategic advisor and hands-on ...
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Key Account Manager Wholesale Channel
1 month ago
Only for registered members LewisvilleThis role involves developing a trusted advisor relationship with Wholesale customers to help them grow their branded products sales but also their overall business. · ...
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Safety Manager
1 month ago
Only for registered members LewisvilleThe Safety Manager administers project safety programs to maintain a safe and healthy work environment. · ...
Investment Advisor Representative - Lewisville, TX - Bright Industries
Description
Investment Advisor Representative
At Bright Wealth Management we provide personalized financial solutions to clients helping them navigate their financial goals with tailored investment strategies and outstanding service. As an Investment Advisor Representative you'll play an integral role in managing growing client relationships Key Responsibilities Client Advisory & Relationship Management Serve as a primary point of contact for assigned clients Conduct client discovery meetings to understand financial goals risk tolerance and circumstances Develop present and implement customized investment and financial planning strategies Maintain ongoing client relationships through regular reviews meetings and proactive communication Educate clients on investment strategies market conditions and financial planning concepts Compliance & Documentation Adhere to fiduciary duty all applicable federal state regulations Maintain accurate timely client records notes documentation Follow firm policies procedures including compliance supervisory requirements Complete required continuing education licensing renewals Qualifications Required Active Series 65 license or Series 66 with Series 7 Registered eligible register as an Investment Adviser Representative Bachelor's degree finance economics business related field Strong understanding investment principles portfolio management fiduciary standards Excellent interpersonal communication presentation skills High ethical standards client-first mindset Preferred CFP CFA relevant professional designation progress toward one Experience working RIA fiduciary advisory environment Familiarity with financial planning software CRM systems portfolio management platforms Prior experience managing client relationships independently Other duties This job description not designed comprehensive list activities duties responsibilities that are required employee Other duties responsibilities activities may change assigned notice
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Investment Advisor Representative
Only for registered members Lewisville, TX
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Investment Advisor Representative
Only for registered members Lewisville, TX, US
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Advisor Support Representative
Full time Only for registered members Dallas
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Advisor Support Representative
Only for registered members Dallas, TX
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Advisor Support Representative
Only for registered members Dallas, TX
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TVC - Veterans Career Advisor (Veterans Services Representative I)
Only for registered members Fort Worth
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TVC - Veterans Career Advisor (Veterans Services Representative I)
Only for registered members Fort Worth, Texas
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TVC - Family Career Advisor (Veterans Services Representative I)
Only for registered members Arlington, TX
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Commercial Real Estate Broker – Tenant Representative/Corporate Real Estate Advisor
Only for registered members Dallas, TX,
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Commercial Real Estate Broker – Tenant Representative/Corporate Real Estate Advisor
Only for registered members Dallas, TX,
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Investment Adviser Representative
Only for registered members Lewisville
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Investment Adviser Representative
Only for registered members Lewisville
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Lube Technician/Safety Sensitive
Only for registered members Lone Star Toyota, Lewisville, Tx, US
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Product Support Advisor
Only for registered members Lewisville
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Vice President, Business Development
Only for registered members Lewisville
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TexasWorks - Life Coach
Only for registered members Lewisville
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Labor Relations Specialist
Only for registered members Lewisville
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TexasWorks - Life Coach (Lubbock)
Only for registered members Lewisville
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Communications Lead
Only for registered members Lewisville
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Key Account Manager Wholesale Channel
Only for registered members Lewisville
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Safety Manager
Only for registered members Lewisville