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Investment banking Jobs in Carrollton, TX

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Investment banking • carrollton tx

Last updated: 8 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

Treasurer

TradeJobsWorkForce75248 Dallas, TX, US
Full-time

Treasurer Job Duties: Analyzes and recommends optimal capital structure alternatives ... Show more

 • Promoted

Remote Investment Banking Expert - AI Trainer ($1250-$1750 per hour)

MercorCoppell, Texas, US
Remote
Part-time

Role Overview** Mercor is partnering with leading AI labs to engage experienced investment banking professionals to improve AI systems' reasoning around financial modeling, deal execution, valuatio... Show more

 • New!

Senior Premier Banker - COPPELL - Coppell, TX

WELLS FARGO BANKCOPPELL, Texas, United States of America
Full-time +1

Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping ... Show more

Senior Treasury Analyst

OrthofixLewisville, TX, United States
Full-time

Guided by our organizational values Take Ownership | Innovate Boldly | Win Together we collaborate closely with world-class surgeons and other partners to improve people's quality of life.At Orth... Show more

Remote Investment Banking Expert - AI Trainer ($1250-$1750 per hour)

MercorThe Colony, Texas, US
Remote
Part-time

Role Overview** Mercor is partnering with leading AI labs to engage experienced investment banking professionals to improve AI systems' reasoning around financial modeling, deal execution, valuatio... Show more

 • New!

Private Banking Officer II

Cullen/Frost BankersLewisville, TX, United States
Full-time

It's about caring for the generations ahead.Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting... Show more

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

Data AnnotationFarmers Branch, Texas
$50.00 hourly
Remote
Full-time +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own&nbsp... Show more

 • Promoted

Merchant Services Account Executive - Business Banking

PNCCarrollton, TX, United States
Full-time

Merchant Services Account Executive.At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our ... Show more

Financial Advisor

TradeJobsWorkforce75248 Dallas, TX, US
Full-time

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financi... Show more

 • Promoted

Remote Investment Banking Expert - AI Trainer ($1250-$1750 per hour)

MercorCarrollton, Texas, US
Remote
Part-time

Role Overview** Mercor is partnering with leading AI labs to engage experienced investment banking professionals to improve AI systems' reasoning around financial modeling, deal execution, valuatio... Show more

 • New!

Investment Solution Senior Lead Analyst

00002 Citibank, N.A.6400 LAS COLINAS BLVD IRVING
Full-time

The Investment Solution Senior Lead Analyst is a senior level position responsible for architecting and implementing new or revised application systems and programs in coordination with the Technol... Show more

Wealth Management Business Development Officer

Herring BankLewisville, TX, US
Full-time

Herring Bank is seeking an entrepreneurial, revenue-driven Business Development Officer (BDO) to help expand our Wealth Management and Trust Services platform.This is a production-focused role desi... Show more

Remote Investment Banking Expert - AI Trainer ($1250-$1750 per hour)

MercorLewisville, Texas, US
Remote
Part-time

Role Overview** Mercor is partnering with leading AI labs to engage experienced investment banking professionals to improve AI systems' reasoning around financial modeling, deal execution, valuatio... Show more

 • New!

Banking Relationship Specialist (Senior Relationship Banker)

Bank OZKCarrollton, TX, United States
Full-time

Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company.We're nationally recognized as an industry leader in financial services.That means we combine except... Show more

Relationship Manager II

Frost BankCarrollton, TX, United States
Full-time

Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportun... Show more

Analyst, Investment Analytics

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

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 good times and in bad.Throughout ... Show more

Alternance - 2 ans - Analyste Financier F/H

Natixis Corporate & Investment BankingAddison, TX, United States
Full-time

You will join our team in the NCIB Financial and Commercial Performance Steering Department which is looking for a financial analyst for a two-year internship starting in September 2026.In collabor... Show more

J.P. Morgan Wealth Management Private Client Advisor - Lewisville, TX - Bilingual English and

JPMorgan ChaseLewisville, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

CFO

Texas Society of Certified Public AccountantsADDISON, TX, US
Full-time

Strategy, Planning and Management.Assess and evaluate financial performance of the organization and related entities with regard to operational goals, budgets and forecasts.Serve as strategic busin... 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.