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.
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.
Required
Preferred
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.
Investment Advisor Representative • Lewisville, TX, United States
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more
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
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial s... Show more
Location 2090 McGee Lane, Lewisville, TX, 75077, United States.Employee Type Exempt Full Time.Description Requirements Summary. Show more
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