About this role
Wealth Management Associate, Advisory Services at Hilltop Holdings. Location: Dallas, Texas, United States. Role: reviewing accounts, setting up, supporting advisors Requirements: Bachelor's degree preferred; Series 7/63/65/66 preferred or ability to obtain within 180 days; familiarity with Envestnet and FIS preferred; proficient with Microsoft Word, Outlook, Excel; strong communication and analytical skills. Category: Finance and Accounting Seniority: Entry Level Tools: Envestnet, FIS, Microsoft Word, Microsoft Outlook, Microsoft Excel Certifications: series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English