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Regional Wealth Consultant
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-03-14
Listing for:
Hilltop Securities Inc.
Full Time
position Listed on 2026-03-14
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm in Dallas is seeking a Regional Growth Consultant to support financial advisors with wealth management solutions. This role requires 5+ years in financial services and the Series 7 and 65 or 66 licenses. Key responsibilities include providing guidance on product solutions and cross-selling opportunities, as well as delivering training on services. The ideal candidate must have strong analytical and client service skills and be able to work in a fast-paced environment.
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