Wealth Advisor
Fort Worthonsite$15K – $131K
Posted yesterday · via Workday
About this role
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Wealth Advisor analyzes and interprets clients’ investment objectives and risk tolerances and provides individual investment advice suitable for those objectives and tolerances . The advisor utilizes their expertise and knowledge of the securities industry and market strategies to offer sound financial advice. Essential Duties and Responsibilities Acts in the best interest of the client and delivers outstanding service. Develops and maintains an increasing client base by using well-developed market knowledge, strategies, and sales skills. Maintains product knowledge and stays current of market activity and news affecting the markets.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Fort Worth. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included