Financial Representative

DFW Wealth Strategies offers a clear path to building value-based client relationships through educated financial strategies. This full-time, onsite Financial Representative role in Dallas-Fort Worth, TX provides a competitive salary range of $50,000 to $150,000 per year, plus a comprehensive benefits package and structured professional development. You will gather, manage, and service a book of investment-oriented clients, identify opportunities to acquire assets, and grow the practice through referrals, while delivering thoughtful guidance that emphasizes long-term value for clients.

Benefits

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

What we provide

• Tools and technology to help you build scale and capacity to gather, manage, and service your clients
• Objective wealth management solutions
• Actionable practice management insights
• Superior service and support

Responsibilities

• Act as advocates for clients and are committed to continually enriching and serving their community
• Problem-solve for clients by researching and proposing educated financial strategies, which leads to long-lasting, value-based client relationships
• Gather, manage and service a book of investment-oriented clients by identifying and acquiring assets and developing additional business through referrals

Requirements

• Current Texas General Lines Life and Health licenses
• Must hold, or be willing to obtain, FINRA Series 65
• Must hold, or be willing to obtain, FINRA Series 7 and Series 66 licenses
• OR approved professional designation that exempts licensing (CFP, CFA, ChFC, CIC, or PFS)
• Must be eligible to register as an Investment Advisor Representative (IAR) with the Texas State Securities Board
• Bachelor’s degree in finance, business, economics, or related field preferred
• Proven ability to build and manage client relationships with professionalism and integrity
• Strong communication, presentation, and interpersonal skills
• Entrepreneurial mindset with a drive to grow a client base and meet performance goals
• Must pass a background check and comply with all applicable regulatory and firm policies