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Investment Advisor Representative

0d613170 79c0 483d Be5e C4d2a52040f1 19000101 000001 · Lewisville, TX, US, Lewisville, TX · Active · ADP Workforce Now Recruiting

Job facts

FieldValue
Company0d613170 79c0 483d Be5e C4d2a52040f1 19000101 000001
TitleInvestment Advisor Representative
Normalized title-
Department / team-
LocationLewisville, TX, United States
Work model-
Employment type-
Salary-
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-01-09 / 2026-05-31
Changed / last seen2026-06-21 / 2026-06-21

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PageWhat it containsOpen
Company jobsActive postings from 0d613170 79c0 483d Be5e C4d2a52040f1 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Lewisville.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

Company0d613170 79c0 483d Be5e C4d2a52040f1 19000101 000001
Source46839d1b-724b-4d99-82fd-6f896a22b88c
ATS providerADP Workforce Now Recruiting

Description

At Bright Wealth Management, we provide personalized financial solutions to clients, helping them navigate their financial goals with tailored investment strategies and outstanding service. As an Investment Advisor Representative, you'll play an integral role in managing and growing client relationships. Position Summary The Investment Adviser Representative (IAR) is responsible for providing personalized investment advice and financial planning services to clients in accordance with fiduciary standards and applicable regulations. The IAR will develop and manage client relationships, recommend and monitor investment portfolios, and collaborate with internal team members to deliver a high-quality client experience. Key Responsibilities Business Development Actively participate in client acquisition and referral efforts Represent the firm at networking events, seminars, or educational workshops Contribute to the growth and retention of the firm’s client base Client Advisory & Relationship Management Serve as a primary point of contact for assigned clients Conduct client discovery meetings to understand financial goals, risk tolerance, and circumstances Develop, present, and implement customized investment and financial planning strategies Maintain ongoing client relationships through regular reviews, meetings, and proactive communication Educate clients on investment strategies, market conditions, and financial planning concepts Compliance & Documentation Adhere to fiduciary duty and all applicable federal and state regulations Maintain accurate and timely client records, notes, and documentation Follow firm policies and procedures, including compliance and supervisory requirements Complete required continuing education and licensing renewals Qualifications Required Active Series 65 license (or Series 66 with Series 7) Registered (or eligible to register) as an Investment Adviser Representative Bachelor’s degree in finance, economics, business, or a related field Strong understanding of investment principles, portfolio management, and fiduciary standards Excellent interpersonal, communication, and presentation skills High ethical standards and client-first mindset Preferred CFP®, CFA®, or other relevant professional designation (or progress toward one) Experience working in an RIA or fiduciary advisory environment Familiarity with financial planning software, CRM systems, and portfolio management platforms Prior experience managing client relationships independently OTHER DUTIES: This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

Full job record

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Org IDf8ec272c-c5ad-42fd-a509-26f88425a3f1
Source ID46839d1b-724b-4d99-82fd-6f896a22b88c
Board ID46839d1b-724b-4d99-82fd-6f896a22b88c
Provideradp_workforcenow
Provider Job Key546996
TitleInvestment Advisor Representative
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Statusactive
Activeyes
Location TextLewisville, TX, US, Lewisville, TX
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Employment Type—
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Remote Policy—
CountryUnited States
RegionTX
CityLewisville
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Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=0d613170-79c0-483d-be5e-c4d2a52040f1&ccId=19000101_000001&lang=en_US&type=JS&jobId=546996&jwId=9201220575468_1
First Seen At2026-05-31 18:28:42Z
Last Seen At2026-06-21 13:34:26Z
Last Checked At2026-06-21 13:34:26Z
Last Changed At2026-06-21 13:34:26Z
Inactive At—
Source Posted At2026-01-09 22:42:00Z
Source Updated At—
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    "requisitionDescription": "<div><p style='box-sizing: inherit; font-size: 0.875rem; line-height: 1.5; color: rgb(89, 89, 89); margin: 0px; margin-block-end: 0.75rem; font-family: \"Indeed Sans\", \"Noto Sans\", \"Helvetica Neue\", Helvetica, Arial, \"Liberation Sans\", Roboto, Noto, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;' data-pasted=\"true\"><i style=\"box-sizing: inherit;\">At Bright Wealth Management, we provide personalized financial solutions to clients, helping them navigate their financial goals with tailored investment strategies and outstanding service. As an Investment Advisor Representative, you&#39;ll play an integral role in managing and growing client relationships.</i></p><p style='box-sizing: inherit; font-size: 0.875rem; line-height: 1.5; color: rgb(89, 89, 89); margin: 0px; margin-block-end: 0.75rem; font-family: \"Indeed Sans\", \"Noto Sans\", \"Helvetica Neue\", Helvetica, Arial, \"Liberation Sans\", Roboto, Noto, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><b style=\"box-sizing: inherit; font-weight: 400;\"><strong>Position Summary</strong></b></p><p style='box-sizing: inherit; font-size: 0.875rem; line-height: 1.5; color: rgb(89, 89, 89); margin: 0px; margin-block-end: 0.75rem; font-family: \"Indeed Sans\", \"Noto Sans\", \"Helvetica Neue\", Helvetica, Arial, \"Liberation Sans\", Roboto, Noto, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>The <i style=\"box-sizing: inherit;\"><b style=\"box-sizing: inherit; font-weight: 700;\">Investment Adviser Representative (IAR)</b></i> is responsible for providing personalized investment advice and financial planning services to clients in accordance with fiduciary standards and applicable regulations. The IAR will develop and manage client relationships, recommend and monitor investment portfolios, and collaborate with internal team members to deliver a high-quality client experience.</p><p style='box-sizing: inherit; font-size: 0.875rem; line-height: 1.5; color: rgb(89, 89, 89); margin: 0px; margin-block-end: 0.75rem; font-family: \"Indeed Sans\", \"Noto Sans\", \"Helvetica Neue\", Helvetica, Arial, \"Liberation Sans\", Roboto, Noto, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><b style=\"box-sizing: inherit; font-weight: 400;\"><strong>Key Responsibilities</strong></b></p><ul style='box-sizing: inherit; margin-bottom: 0.625rem !important; color: rgb(89, 89, 89); font-family: \"Indeed Sans\", \"Noto Sans\", \"Helvetica Neue\", Helvetica, Arial, \"Liberation Sans\", Roboto, Noto, sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Business Development&nbsp;</li><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Actively participate in client acquisition and referral efforts</li><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Represent the firm at networking events, seminars, or educational workshops</li><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Contribute to the growth and retention of the firm&rsquo;s client base</li></ul><p style='box-sizing: inherit; font-size: 0.875rem; line-height: 1.5; color: rgb(89, 89, 89); margin: 0px; margin-block-end: 0.75rem; font-family: \"Indeed Sans\", \"Noto Sans\", \"Helvetica Neue\", Helvetica, Arial, \"Liberation Sans\", Roboto, Noto, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><b style=\"box-sizing: inherit; font-weight: 400;\"><strong>Client Advisory &amp; Relationship Management</strong></b></p><ul style='box-sizing: inherit; margin-bottom: 0.625rem !important; color: rgb(89, 89, 89); font-family: \"Indeed Sans\", \"Noto Sans\", \"Helvetica Neue\", Helvetica, Arial, \"Liberation Sans\", Roboto, Noto, sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Serve as a primary point of contact for assigned clients</li><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Conduct client discovery meetings to understand financial goals, risk tolerance, and circumstances</li><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Develop, present, and implement customized investment and financial planning strategies</li><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Maintain ongoing client relationships through regular reviews, meetings, and proactive communication</li><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Educate clients on investment strategies, market conditions, and financial planning concepts</li></ul><p style='box-sizing: inherit; font-size: 0.875rem; line-height: 1.5; color: rgb(89, 89, 89); margin: 0px; margin-block-end: 0.75rem; font-family: \"Indeed Sans\", \"Noto Sans\", \"Helvetica Neue\", Helvetica, Arial, \"Liberation Sans\", Roboto, Noto, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><b style=\"box-sizing: inherit; font-weight: 400;\"><strong>Compliance &amp; Documentation</strong></b></p><ul style='box-sizing: inherit; margin-bottom: 0.625rem !important; color: rgb(89, 89, 89); font-family: \"Indeed Sans\", \"Noto Sans\", \"Helvetica Neue\", Helvetica, Arial, \"Liberation Sans\", Roboto, Noto, sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Adhere to fiduciary duty and all applicable federal and state regulations</li><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Maintain accurate and timely client records, notes, and documentation</li><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Follow firm policies and procedures, including compliance and supervisory requirements</li><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Complete required continuing education and licensing renewals</li></ul><p style='box-sizing: inherit; font-size: 0.875rem; line-height: 1.5; color: rgb(89, 89, 89); margin: 0px; margin-block-end: 0.75rem; font-family: \"Indeed Sans\", \"Noto Sans\", \"Helvetica Neue\", Helvetica, Arial, \"Liberation Sans\", Roboto, Noto, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><b style=\"box-sizing: inherit; font-weight: 400;\"><strong>Qualifications</strong></b></p><p style='box-sizing: inherit; font-size: 0.875rem; line-height: 1.5; color: rgb(89, 89, 89); margin: 0px; margin-block-end: 0.75rem; font-family: \"Indeed Sans\", \"Noto Sans\", \"Helvetica Neue\", Helvetica, Arial, \"Liberation Sans\", Roboto, Noto, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><b style=\"box-sizing: inherit; font-weight: 400;\"><strong>Required</strong></b></p><ul style='box-sizing: inherit; margin-bottom: 0.625rem !important; color: rgb(89, 89, 89); font-family: \"Indeed Sans\", \"Noto Sans\", \"Helvetica Neue\", Helvetica, Arial, \"Liberation Sans\", Roboto, Noto, sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Active Series 65 license (or Series 66 with Series 7)</li><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Registered (or eligible to register) as an Investment Adviser Representative</li><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Bachelor&rsquo;s degree in finance, economics, business, or a related field</li><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Strong understanding of investment principles, portfolio management, and fiduciary standards</li><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Excellent interpersonal, communication, and presentation skills</li><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">High ethical standards and client-first mindset</li></ul><p style='box-sizing: inherit; font-size: 0.875rem; line-height: 1.5; color: rgb(89, 89, 89); margin: 0px; margin-block-end: 0.75rem; font-family: \"Indeed Sans\", \"Noto Sans\", \"Helvetica Neue\", Helvetica, Arial, \"Liberation Sans\", Roboto, Noto, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><b style=\"box-sizing: inherit; font-weight: 400;\"><strong>Preferred</strong></b></p><ul style='box-sizing: inherit; margin-bottom: 0.625rem !important; color: rgb(89, 89, 89); font-family: \"Indeed Sans\", \"Noto Sans\", \"Helvetica Neue\", Helvetica, Arial, \"Liberation Sans\", Roboto, Noto, sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">CFP&reg;, CFA&reg;, or other relevant professional designation (or progress toward one)</li><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Experience working in an RIA or fiduciary advisory environment</li><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Familiarity with financial planning software, CRM systems, and portfolio management platforms</li><li style=\"box-sizing: inherit; font-size: 0.875rem; list-style: inside disc !important;\">Prior experience managing client relationships independently</li></ul><p style='box-sizing: inherit; font-size: 0.875rem; line-height: 1.5; color: rgb(89, 89, 89); margin: 0px; margin-block-end: 0.75rem; font-family: \"Indeed Sans\", \"Noto Sans\", \"Helvetica Neue\", Helvetica, Arial, \"Liberation Sans\", Roboto, Noto, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>OTHER DUTIES: This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.</p></div>\n",
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