About this role
Wealth Advisor (Dallas) at Swbc. Location: Dallas, Texas, United States. Role: developing profiles, 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 as a financial advisor, valid driver’s license, local travel, strong communication and organizational skills. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 63, group i life and health insurance, cfp, chfc Commitment: Full Time Workplace: Onsite Languages: English