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Financial Advisor at Jobot
Jobot
Rockwall, TX
$80,000 - $200,000/year
Finance
Posted 9 hours ago
Job Description
Boutique Firm Financial Looking for Advisor to provide superior financial advice and foster lasting client relationships.
This Jobot Job is hosted by: Victoria Casal
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $80,000 - $200,000 per year
A bit about us:
A fee-only Registered Investment Advisor (RIA) firm
Why join us?
Supportive, family-like team environment
Competitive salary, benefits, and 25+ paid days off
Flexible Fridays, casual dress code, and regular team events
Job Details
Responsibilities:
Develop and implement personalized financial plans, including investment, retirement, tax, and estate strategies.
Build and maintain long-term client relationships through regular reviews and proactive communication.
Collaborate with internal tax and insurance teams to deliver holistic solutions.
Stay current on market trends and regulatory changes to provide informed advice.
Prepare and present client reports and recommendations.
Qualifications:
Bachelor's degree in Finance, Economics, or related field; advanced credentials (MBA, CFA, CPA, etc.) preferred.
Experience in financial planning or portfolio management, preferably with high-net-worth clients.
MUST HAVE Series 65
Strong interpersonal, analytical, and communication skills.
Commitment to fiduciary standards and client-first service.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
This Jobot Job is hosted by: Victoria Casal
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $80,000 - $200,000 per year
A bit about us:
A fee-only Registered Investment Advisor (RIA) firm
Why join us?
Supportive, family-like team environment
Competitive salary, benefits, and 25+ paid days off
Flexible Fridays, casual dress code, and regular team events
Job Details
Responsibilities:
Develop and implement personalized financial plans, including investment, retirement, tax, and estate strategies.
Build and maintain long-term client relationships through regular reviews and proactive communication.
Collaborate with internal tax and insurance teams to deliver holistic solutions.
Stay current on market trends and regulatory changes to provide informed advice.
Prepare and present client reports and recommendations.
Qualifications:
Bachelor's degree in Finance, Economics, or related field; advanced credentials (MBA, CFA, CPA, etc.) preferred.
Experience in financial planning or portfolio management, preferably with high-net-worth clients.
MUST HAVE Series 65
Strong interpersonal, analytical, and communication skills.
Commitment to fiduciary standards and client-first service.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: