Logo
job logo

Senior Regional Investment Advisor – Intermediaries Sales

Westwood Holdings Group, Inc., Dallas, TX, United States


A leading investment firm in Dallas is seeking a Senior Regional Advisor Consultant responsible for promoting and selling investment products through financial intermediaries. Candidates should possess a Bachelor's degree or equivalent investment experience, 10+ years of Internal Wholesaling sales experience, and Series 7 and 63 licenses. The role involves developing relationships with financial advisors, ensuring compliance, and analyzing market opportunities. Competitive salary and benefits are included, along with a collaborative work environment. #J-18808-Ljbffr