Career-Track Financial Advisor - Advisory & Digital
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-05-31
Listing for:
First United Bank
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
First United Bank seeks an In-House Financial Advisor to manage a defined book of client relationships, focusing on delivering a consistent, high-quality client experience. This role is pivotal in converting eligible clients to advisory or digital investment solutions.
Responsibilities include managing assets, client transitions, and growth within the assigned book while adhering to regulatory standards. Qualified candidates will have 1–3 years of experience in wealth management and required licenses. Join us for a clear advancement path within our growing team.
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