4 book design jobs at 2 companies in Dallas, TX
3mo
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Senior Wealth Advisor
Dallas or Scottsdale or Charlotte or Malvern or Plano
HybridFull Time
7+ YOERequires CFP designation, 7+ years in financial advice, planning, book management, and relationships; regulatory licensing or registration; expertise in investment, trust, estate planning, and industry regulations.
1w
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Certified Financial Advisor
Austin or Dallas or Houston or Texas
RemoteFull Time
3+ YOECFP designation required; Series 7, 63, or 66 required or obtainable within 3 months; 3 years advisory experience, with financial planning, book management, and relationship management expertise.
1mo
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Certified Financial Advisor
Plano or Dallas
HybridFull Time
5+ YOECFP designation, Series 7 and Series 63 or 66 required or obtainable within 3 months; 5 years of advisory experience, book management, relationship management, planning, investments, and regulations knowledge.
1mo
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Account Manager
Dallas or United States
RemoteFull Time
5+ YOE5+ years B2B sales managing $2M+ book, experience selling engineering/design or IT services preferred, strong communication and organizational skills, CRM proficiency, able to travel up to 50%; EE degree is an asset.
Salesforce, HubSpot, Microsoft Excel, Microsoft PowerPoint, LinkedIn Sales Navigator