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FINRA Series Wealth Advisor
Job in
Arlington, Tarrant County, Texas, 76000, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A company is looking for a Wealth Advisor in Wealth Management/Personal Strategy.
Key Responsibilities Provide a best-in-class client experience through proactive and reactive engagements related to onboarding, financial planning, and investor education Manage outreach campaigns and financial planning milestones to enhance client experiences Collaborate with the advisory team to maintain strong relationships and identify planning opportunities
Required Qualifications Bachelor's Degree in Business or related discipline or equivalent experience 4+ years of experience in financial services and customer experience FINRA Series 65 required Knowledge of wealth management strategies, financial planning, and estate planning Proficiency in Microsoft Office Suite and other financial systems
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