Investment Advisor: Client Portfolios & Relationships
Listed on 2026-10-18
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Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management
NPAworldwide is assisting in recruiting an Investment Advisor for the North Texas region around Lake Texoma. The role focuses on building a portfolio of clients, leveraging community involvement and referrals to drive growth, while collaborating with an in-house CFA for investment support.
The ideal candidate has 3–5 years in investment sales or financial services, holds a Bachelor's degree, and has an insurance license.
We are seeking a motivated Investment Advisor:
Grow Client Portfolios & Relationships to join NPAworldwide in Sherman, TX, United States.
Join NPAworldwide and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Investment Advisor:
Grow Client Portfolios & Relationships role at NPAworldwide, based in Sherman, TX, United States.
We are looking to fill the Investment Advisor:
Grow Client Portfolios & Relationships position at NPAworldwide in Sherman, TX, United States.
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