PowerToFly is seeking an Investment Consultant - Relationship Manager in Dallas, Texas, to develop and maintain relationships with clients. You will assist clients in identifying their financial goals while collaborating with the Financial Advisor Team to provide tailored investment consulting. A bachelor's degree and active financial licenses are required, along with over 5 years of industry experience.
The role emphasizes compliance with industry regulations and effective communication with clients and team members.
#J-18808-LjbffrWealth Relationship Architect & Investment Strategist in dallas at Unknown Company
This position is listed as full time and onsite.