About this role
Associate Wealth Advisor - Hightower Signature Wealth at Hightower. Location: Dallas, Texas, United States. Role: onboarding clients, preparing proposals, responding requests Requirements: 3+ years in investment management, CFP® or working toward CFP, Series 65 or 66, knowledge of financial planning concepts, strong communication and analytical skills, experience with eMoney/Salesforce/Tamarac. Category: Finance Seniority: Mid Level Tools: eMoney, Salesforce, Tamarac Certifications: cfp, series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English