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Saxon Global
Financial AdvisorSaxon Global • Lake Dallas, TX, US
Financial Advisor

Financial Advisor

Saxon Global • Lake Dallas, TX, US
30+ days ago
Job type
  • Full-time
Job description

Job Title

Requires a 4-year degree; business, finance, economics preferred

Advanced designation required (CFP, CPA, MBA, etc.)

Series 7, 66 (BD/RIA)

Series 65 (RIA Only)

Insurance Licenses

4+ years of experience within the wealth management industry

Ability to source and convert prospects to clients and provide high-level planning-oriented service

Possess excellent analytical, organizational, and communication skills (both oral & written)

Ability to manage multiple projects at once

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Financial Advisor • Lake Dallas, TX, US

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