layiq
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
Loading LAYIQ…Job opportunity
Prosper, TX, US
Source: United Placement Group careers · View original posting
From United Placement Group's posting. “We” and “our” refer to the employer.
United Advisors America · Prosper, TX · Full-Time · In Person · $75,000–$100,000+ plus bonus
United Advisors America is a growing SEC-registered investment adviser headquartered in Prosper, Texas. We're looking for an experienced, personable Investment Advisor Representative to join our internal advisory team.
This isn't a traditional advisor role. You won't cold call, buy leads, build a prospecting pipeline, or develop your own book of business. Instead, you'll work with established clients alongside our external advisors through our Co-Advisor Program. They focus on bringing new clients and assets to the firm. You manage those clients' ongoing investment and service needs, so the external advisors can keep growing the business.
If you enjoy investments, working with clients, and solving financial problems, but would rather spend your time advising than searching for clients, this may be an excellent fit.
Compensation
This is primarily an in-office role at our Prosper, Texas headquarters. Most client interaction happens by phone, video, or in our office, so travel and off-site meetings are limited. You'll join an experienced, collaborative team at a growing firm, building a career around investments, advice, and client relationships, not prospecting.
Job type: Full-time, permanent · Location: Prosper, TX 75078, in person · Required license: Series 65, or Series 7 and 66 · Preferred: Texas Life & Health license
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
Employer posted: