Senior Regional Advisor - Investment Wholesaling Leader
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-06-16
Listing for:
Westwood Holdings Group, Inc.
Full Time
position Listed on 2026-06-16
Job specializations:
-
Finance & Banking
-
Business
Job Description & How to Apply Below
Westwood Holdings Group, Inc. is seeking a Senior Regional Advisor Consultant to promote and sell investment products through financial intermediaries in Dallas, TX. The ideal candidate will have at least 10 years of Internal Wholesaling experience and hold Series 7 and 63 licenses.
This role involves developing relationships with financial advisors, making proactive sales calls, and maintaining product knowledge. A bachelor's degree in Business or Finance is required, with significant experience accepted in lieu of a degree. The company offers a competitive salary and benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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