Fort Worth, Texas, 76102
Job description
The Wealth Advisor evaluates the investment goals and risk profiles of clients to deliver customized financial guidance. This role involves building and maintaining a client portfolio while adhering to regulatory standards in the securities industry. Applicants should possess a high school diploma or GED and have a minimum of one year’s experience in a financial advisory position. Additionally, holding active Series 7 and 63 licenses is essential for this position.
STEMHUNTER is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, gender identity, and gender expression), national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. We comply with all applicable equal employment opportunity and affirmative action regulations.
