Position Details
About this role
Wealth Management Associate in Dallas with Retirement Benefits Group focus; licensing path through FINRA and licensing training; client engagement in school/municipality sectors.
Key Responsibilities
- Cultivate and expand client networks within schools and municipalities
- Educate clients on a range of financial products
- Analyze and implement retirement solutions
- Manage confidential client data and maintain service quality
- Complete FINRA licensing and training
Technical Overview
Licensing-focused role with client-facing elements; no software development; emphasis on financial products, compliance, and portfolio approaches.
Ideal Candidate
The ideal candidate is an entry-level wealth management associate joining the Retirement Benefits Group in Dallas, with a foundational degree and the ability to obtain life/health and securities licenses (SIE, Series 7, Series 66). The role emphasizes in-field client service outside traditional office settings and growth toward CFP/ChFC credentials.
Must-Have Skills
Nice-to-Have Skills
Required Skills
Hard Skills
Soft Skills
Certifications
Required
Preferred
Industry & Role
Keywords for Your Resume
Deal Breakers
Bachelor's degree or equivalent, State Life & Health license, SIE, Series 7, Series 66, Work Authorization
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