Financial Advisor - Trust Bridge Wealth Management, LLC : Job Details

TrustBridge Wealth Management is looking to expand their team of financial advisors.

The role involves providing best-in-class client service, managing client relationships, and potentially managing investment portfolios.

The position is located on-site or remote in Dallas, TX, and requires candidates to be fully licensed with series 7 and 66 and live in the immediate area.

Responsibilities include building and managing client relationships, preparing financial analysis plans, attending client events, and handling back-office paperwork.

The job requires a strong work ethic, professional demeanor, excellent communication skills, and time management abilities.

Compensation is 100% commission-based, with performance-based pay, fee for advice, and pay for AUM.

Required qualifications include three years of experience as a client-facing financial advisor, security licenses, life insurance license, CRM experience, and a college degree. Desire to earn CFP and/or Military Experience is a plus.

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