Lead Financial Advisor & Practice Growth Leader

A financial advisory firm in Dallas, Texas, is seeking a Managing Associate / Financial Advisor to grow a personal client practice while mentoring new advisors. The ideal candidate will have 3–5 years of experience, active Series 7 and Series 66 licenses (or be willing to obtain them). This role supports entrepreneurial professionals through advanced technology and operational support, enabling an impactful advisory career with significant growth potential.
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