About this role
Wealth Advisor (Dallas) at Swbc. Location: Dallas, Texas, United States. Role: developing plans, analyzing investments, growing business Requirements: Bachelor's degree in business/finance/marketing, Series 7 and 63 and Group I life & health insurance licenses, 3+ years financial advisor experience, driver's license, local travel ability, strong communication and relationship management skills. Category: Sales Seniority: Mid Level Certifications: series 7, series 63, group i life and health insurance, cfp, cfc, driver Commitment: Full Time Workplace: Onsite Languages: English