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Driven Investment Advisor Representative
Job in
Lewisville, Denton County, Texas, 75029, USA
Listed on 2026-06-26
Listing for:
CFA Institute
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
CFA Institute is seeking an Investment Advisor Representative to provide personalized investment advice and manage client relationships. The role involves actively growing your practice through referrals and ensuring fiduciary responsibilities are met.
The ideal candidate will have a Bachelor’s degree, a Series 65 license, and strong interpersonal skills. Experience in fiduciary advisory environments is a plus, as is familiarity with financial planning software.
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