About this role
In House Financial Advisor – Delos at First United Bank. Location: Dallas, Texas, United States. Role: Manage relationships, Transition clients, Educate clients Requirements: 1–3 years wealth management/brokerage/advisory experience; FINRA Series 7 and 66 required; state insurance licenses preferred; strong client relations and communication skills; willingness to travel. Category: Finance and Accounting Seniority: Mid Level Tools: Delos portfolios, Digital investment platforms, Delos Portfolio Management Certifications: finra series 7, finra series 66, state insurances () Commitment: Full Time Workplace: Onsite Languages: English