About this role
Investment Advisor Representative at Bright Wealth Management. Location: Lewisville, Texas, United States. Role: Business development, Client advisory, Relationship management Requirements: Active Series 65 (or Series 66 with Series 7); registered or eligible as an Investment Adviser Representative; bachelor’s degree in finance/economics/business; strong investment knowledge; fiduciary mindset; excellent communication. Category: Finance and Accounting Seniority: Mid Level Tools: CRM software, Portfolio management platforms, Financial planning software Certifications: series 65, series 66, series 7 Commitment: Full Time Workplace: Onsite Languages: English