Remote HNW Wealth Solutions Advisor
Summr
Dallas, TX
- Remote job
Summr is seeking an Investment Sales Associate in Dallas-Fort Worth, TX, responsible for building relationships with high-net-worth clients and providing tailored investment solutions for wealth preservation and growth. The ideal candidate will have a Bachelor's degree and relevant licensing. The role involves compliance with SEC regulations, educating clients on investment strategies, and developing new relationships. Summr emphasizes integrity, innovation, and results, offering a collaborative culture and comprehensive training. #J-18808-Ljbffr Summr
Vacancy posted 2 days ago
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