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Sales advisor Jobs in Lewisville, TX

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Sales advisor • lewisville tx

Last updated: 3 days ago

Investment Advisor Representative

Bright IndustriesLewisville, TX, United States
Full-time

Investment Advisor Representative.At Bright Wealth Management, we provide personalized financial solutions to clients, helping them navigate their financial goals with tailored investment strategie... Show more

Automotive Service Advisor

Brakes PlusLewisville, TX, United States
$40,000.00 yearly
Full-time

Brakes Plus was founded in 1990 with a single store in South Denver.Today Brakes Plus has over 100 stores across Colorado, Wyoming, Arizona, Texas, Nebraska, and Iowa.As one of the fastest growing ... Show more

Bilingual Talent Advisor

Surge StaffingLewisville, Texas, United States
Full-time +1

Surge Staffing is seeking a .This is a permanent, full-time internal position with Surge Staffing.Considerations will be made immediately.Entry Level Customer Service / Sales.PRIMARY FUNCTIONS... Show more

Talent Operations Advisor I

AcostaLewisville, TX, United States
Full-time

The Talent Operations Advisor I is a critical role in helping future associates join the Acosta Group.Your focus is to create a seamless onboarding experience by providing exceptional high-volume s... Show more

Senior Technical Sales Advisor - Country/Area Technical Sales Advisor - Completion Tools

HalliburtonCarrollton, TX, US
Full-time +1

We are looking for the right people — people who want to innovate, achieve, grow and lead.We attract and retain the best talent by investing in our employees and empowering them to develop themselv... Show more

Block Advisor Tax Advisor

H&R BlockCarrollton, TX, United States
Full-time

At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ... Show more

Specialty Beauty Advisor - Clinique

Ulta BeautyFlower Mound, TX, United States
Full-time

Specialty Beauty Advisor Clinique.Experience a place of energy, passion, and excitement.A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiencesfor ... Show more

Financial Advisor

Saxon GlobalLake Dallas, TX, United States
Full-time

Requires a 4-year degree; business, finance, economics preferred.Advanced designation required (CFP, CPA, MBA, etc.Ability to source and convert prospects to clients and provide high-level planning... Show more

Service Advisor

Vanguard Buick GMC of CarrolltonCarrollton, TX, US
Full-time

Vanguard operates dealerships located in.Arlington, Carrollton, Sherman.We represent the manufacturer brands.Family-owned and operated, Vanguard promotes an excellent work-life balance culture, fle... Show more

Advisor - Highland Village, Tx

Warby ParkerHighland Village, US
Full-time +1

Warby Parker is searching for a well-rounded Sales Advisor to help us deliver the best possible service to each and every one of our customers.At other brands, you might see similar roles called Sa... Show more

Beauty Advisor - Part Time

SephoraGrapevine, United States
Full-time +1

Grapevine Mills Pkway Space #210, Grapevine, TX 76051, United States (US).Sephora—welcoming every client with warmth, confidence, and a passion for all things beauty.Through personalized consultati... Show more

Sales Advisor - Sony

ActionLinkFlower Mound, TX, United States
$18.00 hourly
Full-time

Experience Sony, where today's innovation is transforming tomorrow's entertainment!.ActionLink is seeking an outgoing and enthusiastic Full-Time Sales Advisor to join our growing Sony Promoter Team... Show more

Automotive Service Advisor

Grubbs Infiniti - GrapevineGrapevine, TX, US
Full-time

Grubbs Automotive is a family-first, relationship-driven dealership dedicated to our employees, customers, and community.We offer a supportive team environment with ongoing training, skills develop... Show more

Remote Benefits Advisor (50k-90k per year)

Professional CareersCoppell, Texas
$50,000.00 yearly
Remote
Full-time +1

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r... Show more

 • Promoted

Beauty Advisor (Inside Sales) Sally Beauty 02974

SBH Health SystemLewisville, TX, United States
Full-time

By working at Sally Beauty, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair and we need p... Show more

Associate Document Advisor

Sparks GroupCoppell, TX, United States
Full-time

Sparks Group has partnered with a leading Global Office Solutions Team seeking an Associate Document Advisor for a long term contract.If you have 3+ years of prior document control or project admin... Show more

Automotive Service Advisor - Southlake

Fifth Gear AutomotiveLewisville, Texas, .US
$60,000.00 yearly
Full-time
Quick Apply

Fifth Gear Automotive is a premium auto repair company built on passion, trust, and a relentless commitment to people.What began as a small Porsche-focused shop has now grown into one of DFW's most... Show more

Mortgage Advisor

The EMAC GroupLewisville, TX, United States
Full-time

Our client is an independent mortgage banker, seeking a Senior Mortgage Advisor to expand the five county market.The successful candidate will partner with the company's regional leadership that ha... Show more

Specialty Beauty Advisor - Clinique

Ulta Beauty, Inc.Lewisville, Texas, United States
Full-time

A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts.At Ulta Beauty, we’re transforming the world one shade, one lash... Show more

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Investment Advisor Representative

Investment Advisor Representative

Bright IndustriesLewisville, TX, United States
30+ days ago
Job type
  • Full-time
Job 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 and growing client relationships.

Position Summary

The Investment Adviser Representative (IAR) is responsible for providing personalized investment advice and financial planning services to clients in accordance with fiduciary standards and applicable regulations. The IAR will develop and manage client relationships, recommend and monitor investment portfolios, and collaborate with internal team members to deliver a high-quality client experience.

Key Responsibilities

  • Business Development
  • Actively participate in client acquisition and referral efforts
  • Represent the firm at networking events, seminars, or educational workshops
  • Contribute to the growth and retention of the firm's client base

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 and all applicable federal and state regulations
  • Maintain accurate and timely client records, notes, and documentation
  • Follow firm policies and procedures, including compliance and supervisory requirements
  • Complete required continuing education and licensing renewals

Qualifications

Required

  • Active Series 65 license (or Series 66 with Series 7)
  • Registered (or eligible to register) as an Investment Adviser Representative
  • Bachelor's degree in finance, economics, business, or a related field
  • Strong understanding of investment principles, portfolio management, and fiduciary standards
  • Excellent interpersonal, communication, and presentation skills
  • High ethical standards and client-first mindset

Preferred

  • CFP, CFA, or other relevant professional designation (or progress toward one)
  • Experience working in an RIA or fiduciary advisory environment
  • Familiarity with financial planning software, CRM systems, and portfolio management platforms
  • Prior experience managing client relationships independently

OTHER DUTIES: This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.