About this role
Wealth Advisor at Guidestone. Location: Dallas, Texas, United States. Role: growing clients, managing relationships, providing advice Requirements: Bachelor’s degree or equivalent experience, 3+ years in relationship management or financial services, Series 6/63/65 licenses required, CFP/CEBS preferred, strong communication and organizational skills, proficiency with Microsoft Office and GuideStone systems, travel up to 10% annually. Category: Sales Seniority: Mid Level Tools: Microsoft Office, GuideStone system applications Certifications: series 6, series 63, series 65, cfp, cebs Commitment: Full Time Workplace: Hybrid Languages: English