Investment banking • carrollton tx
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The average salary range is between $ 99,810 and $ 200,000 year , with the average salary hovering around $ 129,567 year .
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.
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.
Required
Preferred
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.
