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Wealth Relationship Architect & Investment Strategist
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-04
Listing for:
PowerToFly
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Power To Fly is seeking an Investment Consultant - Relationship Manager in Dallas, Texas, to develop and maintain relationships with clients. You will assist clients in identifying their financial goals while collaborating with the Financial Advisor Team to provide tailored investment consulting. A bachelor's degree and active financial licenses are required, along with over 5 years of industry experience.
The role emphasizes compliance with industry regulations and effective communication with clients and team members.
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