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Financial Advisor Financial Consultant Financial Services

Wealth Advisor: Build Client Wealth & Strategy

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Simmons Bank
Full Time position
Listed on 2025-12-09
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A regional financial institution seeks a Wealth Advisor to analyze clients' investment objectives and provide tailored advice. The ideal candidate will maintain a high standard of service, develop a client base, and stay informed on market trends. Key skills include effective communication, financial analysis, and market knowledge. Qualifications include an HS diploma and one year of financial advising experience, along with Series 7 and 63 licenses.

A supportive work environment awaits you in Dallas, Texas.
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