Retail Client Specialist
Job in
Katy, Harris County, Texas, 77494, USA
Listed on 2026-09-26
Listing for:
The DRL Group
Full Time
position Listed on 2026-09-26
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Retail Client Specialist | The DRL Group
About The DRL Group
For more than 30 years, The DRL Group has focused on one thing: the bond market. We help high-net-worth investors generate tax-free income and build dependable portfolios for tax-deferred accounts through high-quality municipal and corporate bonds. Our proprietary trading technology and dedicated marketing support give our advisors a real edge in serving clients and growing their business.
The OpportunityWe're looking for an established registered representative with a strong client base who wants to build a practice around fixed income. You'll report directly to the Managing Partner and have the resources of a specialist firm behind you, without the bureaucracy of a large wirehouse.
What You'll Do- Manage and grow a book of retail and high-net-worth clients
- Deliver personalized, high-touch service aligned with each client's income and tax objectives
- Use our marketing engine to generate and convert new client relationships
- Access primary and secondary municipal and corporate bond markets through our advanced trading platform
- Series 7 and Series 63 (or 66) required
- Minimum of 2 years as a producing registered representative
- Existing book of business strongly preferred
- Proven success in a client-facing financial role
- Strong interpersonal, communication, and problem-solving skills
- Fixed income experience is a plus; we'll deepen your expertise
- Competitive, production-based payout (W-2 employee)
- Institutional-quality bond market access and trading technology
- Marketing and lead-generation support
- A collaborative, relationship-driven culture built on transparency and performance
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