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Investment associate Jobs in Carrollton, TX

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Investment associate • carrollton tx

Last updated: 19 hours ago

Investment Advisor Representative

Bright IndustriesLewisville, TX, United States
Full-time

Investment Advisor Representative.At Bright Wealth Management, we provide personalized financial solutions to clients, helping them navigate their financial goals with tailored investment strategie... Show more

Sales Associate

Phenom PeopleLewisville, TX, United States
$12.00 hourly
Full-time

About Jabo's Ace Hardware: Jabo's Ace Hardware is a locally owned and operated business with a focus on being more than your typical hardware store.Our business was established in 2005 when we acqu... Show more

Packaging Associate

TradeJobsWorkforce75367 Dallas, TX, US
Full-time

Now hiring an experienced Packaging Associate to provide excellent service to customers and team members, adapt to shifting priorities and business needs, and respond promptly to inquiries and reso... Show more

 • Promoted

merchandise associate

HomeGoodsRichardson, Texas, 75080
Part-time

At TJX Companies, every day brings new opportunities for growth, exploration, and achievement.You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your... Show more

Sales Associate

BODYBAR Pilates - Castle HillsLewisville, TX, US
$12.00 hourly
Part-time

Free unlimited BODYBAR Pilates membership.Competitive hourly pay + monthly commission.Opportunities for growth within a fast-growing brand.Flexible scheduling to support work/life balance.BODYBAR P... Show more

Stock Associate

TradeJobsWorkForce75287 Dallas, TX, US
Full-time

Stock Associate Job Duties: Receives and inspects product.Inventories items using company sof... Show more

 • Promoted

Sales Associate

Petco Health and WellnessLewisville, TX, United States
Full-time

Want to help pets live their best lives?.We're proud to be where the pets go and where the pet people go.If you want to make a real difference, create an exciting career path, feel welcome to be yo... Show more

Associate Attorney

JobotCoppell, TX, US
$105,000.00 yearly
Full-time

Associate Attorney, Sign On Bonus, 3rd Party Liability Docket, 401K + 4% Match, Excellent Bonus, Hybrid.This Jobot Job is hosted by: Patrick Murphy Are you a fit? Easy Apply now by clicking the "Qu... Show more

Dock Associate

PenskeCoppell, TX, US
Full-time

Penske Logistics is looking for warehouse dock associates to become part of an excellent team.This is a great opportunity for individuals who are safety conscious and have a pleasant, outgoing atti... Show more

 • New!

Remote Investment Analyst - AI Trainer ($50-$60 per hour)

Data AnnotationFarmers Branch, Texas
$50.00 hourly
Remote
Full-time

DataAnnotation is committed to creating high-quality AI.Enjoy the flexibility of remote work and the freedom to set your own schedule.This is an opportunity to work with us as an independent contra... Show more

Remote Investment Banking Expert - AI Trainer ($150-$220 per hour)

MercorThe Colony, Texas, US
Remote
Full-time

Role Overview** Mercor is partnering with a leading AI research organization to engage experienced investment banking professionals for a project focused on evaluating how well AI systems perform r... Show more

Sales Associate

BODY20Lewisville, TX, United States
$16.00 hourly
Full-time

Body20 Fitness Sales Specialist.Body20 is a one-of-a-kind, technology-assisted training program that helps people maximize their body's natural fitness capacity and muscle activation.By combining p... Show more

Warehouse Associate

Advanced Crypto Services, Inc.Carrolton, Texas, United States
$13.00 hourly
Full-time +1

This is a 3 month contract to hire role with pay raise eligibility at 30, 60, & 90 days.This position requires mandatory overtime if requested.Sometimes we work 10+ hours per day.Located in Car... Show more

Warehouse Associate

Capstone Logistics LLCThe Colony, TX, US
Full-time

The Colony, TX 6:00AM-Finish | Monday-Friday Schedule Pay: $600-$1,000 / Weekly People want to work at Capstone because of our high-performance culture.We build strong relationships, challenge the ... Show more

Store Associate

Total WirelessLewisville, TX, US
Full-time

Urgent Opportunity at Total Wireless: Store Associate.Do you want to be part of a team that values customer loyalty and innovation? If yes, then this is the perfect opportunity for you!.At Total Wi... Show more

Tax Associate

Thomas Edwards GroupCoppell, TX, United States
Full-time

Business and individual tax preparation.Financial statement preparation.Familiarity with tax software: Intuit Lacerte a big plus.Well-versed with accounting practices, GAAP and keep current on chan... Show more

Merchandise Associate

MarshallsPlano, Texas, 75093
Part-time

At TJX Companies, every day brings new opportunities for growth, exploration, and achievement.You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your... Show more

Warehouse Associate

PrideStaffCarrollton, TEXAS, US
$19.00 hourly
Temporary

Our client is looking for a warehouse associate.Good Manufacturing Practices (GMPs).First shift 6:00 AM-3:00 PM/ Second shift 2:30 PM-11:30 PM .Moving levers or controls to operate lifting devices ... Show more

Director, Investment Accounting

National Life Insurance CompanyAddison, TX, United States
Full-time

Director, Investment Accounting.Come join one of America's fastest-growing insurance companies.Since 1848, National Life Group has aimed to keep our promises, providing families with stability in g... Show more

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Investment Advisor Representative

Investment Advisor Representative

Bright IndustriesLewisville, TX, United States
30+ days ago
Job type
  • Full-time
Job description

Investment Advisor Representative

At Bright Wealth Management, we provide personalized financial solutions to clients, helping them navigate their financial goals with tailored investment strategies and outstanding service. As an Investment Advisor Representative, you'll play an integral role in managing and growing client relationships.

Position Summary

The Investment Adviser Representative (IAR) is responsible for providing personalized investment advice and financial planning services to clients in accordance with fiduciary standards and applicable regulations. The IAR will develop and manage client relationships, recommend and monitor investment portfolios, and collaborate with internal team members to deliver a high-quality client experience.

Key Responsibilities

  • Business Development
  • Actively participate in client acquisition and referral efforts
  • Represent the firm at networking events, seminars, or educational workshops
  • Contribute to the growth and retention of the firm's client base

Client Advisory & Relationship Management

  • Serve as a primary point of contact for assigned clients
  • Conduct client discovery meetings to understand financial goals, risk tolerance, and circumstances
  • Develop, present, and implement customized investment and financial planning strategies
  • Maintain ongoing client relationships through regular reviews, meetings, and proactive communication
  • Educate clients on investment strategies, market conditions, and financial planning concepts

Compliance & Documentation

  • Adhere to fiduciary duty and all applicable federal and state regulations
  • Maintain accurate and timely client records, notes, and documentation
  • Follow firm policies and procedures, including compliance and supervisory requirements
  • Complete required continuing education and licensing renewals

Qualifications

Required

  • Active Series 65 license (or Series 66 with Series 7)
  • Registered (or eligible to register) as an Investment Adviser Representative
  • Bachelor's degree in finance, economics, business, or a related field
  • Strong understanding of investment principles, portfolio management, and fiduciary standards
  • Excellent interpersonal, communication, and presentation skills
  • High ethical standards and client-first mindset

Preferred

  • CFP, CFA, or other relevant professional designation (or progress toward one)
  • Experience working in an RIA or fiduciary advisory environment
  • Familiarity with financial planning software, CRM systems, and portfolio management platforms
  • Prior experience managing client relationships independently

OTHER DUTIES: This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.