Financial Advisor
Jobot
Rockwall, TX
JOB DETAILS
SALARY
$80,000–$200,000 Per Year
SKILLS
Analysis Skills, Business Administration, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Communication Skills, Customer Relations, Economics, Fiduciary, Finance, Financial Planning, High Net Worth, Insurance, Interpersonal Skills, Investment Management, Legal, Market Trend Analysis, Registered Investment Advisor (RIA), Regulations, Series 65
LOCATION
Rockwall, TX
POSTED
3 days ago
This Jobot Job is hosted by: Victoria Casal
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $80,000 - $200,000 per year
A bit about us:
A fee-only Registered Investment Advisor (RIA) firm
Why join us?
Supportive, family-like team environment
Competitive salary, benefits, and 25+ paid days off
Flexible Fridays, casual dress code, and regular team events
Job Details
Responsibilities:
Develop and implement personalized financial plans, including investment, retirement, tax, and estate strategies.
Build and maintain long-term client relationships through regular reviews and proactive communication.
Collaborate with internal tax and insurance teams to deliver holistic solutions.
Stay current on market trends and regulatory changes to provide informed advice.
Prepare and present client reports and recommendations.
Qualifications:
Bachelor’s degree in Finance, Economics, or related field; advanced credentials (MBA, CFA, CPA, etc.) preferred.
Experience in financial planning or portfolio management, preferably with high-net-worth clients.
MUST HAVE Series 65
Strong interpersonal, analytical, and communication skills.
Commitment to fiduciary standards and client-first service.
MUST have a book of business
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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About the Company
J
Jobot
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
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COMPANY SIZE
100 to 499 employeesINDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com