Investment Advisor Representative - Be an Advisor, Not a Prospector

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.

• →Help establish new accounts, documentation, and asset transfers, and invest new client assets promptly
• →Handle ongoing account needs, including deposits, withdrawals, and distributions
• →Monitor and rebalance client portfolios
• →Conduct annual client reviews and take part in other client meetings
• →Answer day-to-day client questions and service needs
• →Develop investment proposals and portfolio recommendations tailored to each client's objectives, risk tolerance, income needs, and circumstances
• →Spot opportunities involving additional assets or financial needs, and coordinate them with the external advisor
• →Join investment discussions and give input on the firm's model portfolios and overall approach
• →Keep client notes, documentation, and compliance records current
• →Provide responsive service to clients and external advisor partners

• Series 65, or Series 7 and 66
• At least 1 year of investment advisory, securities, financial planning, or wealth-management experience
• Solid understanding of investments, portfolio construction, and asset allocation
• Strong communication and client relationship skills
• Excellent organization and attention to detail
• Ability to work collaboratively on a team

• Bachelor's degree in finance, economics, business, accounting, or a related field
• Texas Life & Health insurance license
• CFP®, ChFC®, CLU®, CFA®, or another relevant designation
• Experience with an RIA or wealth-management firm
• Experience with Charles Schwab or a similar institutional custodial platform

Designations are valued but not required. We encourage continued professional development and may support qualified team members pursuing industry credentials.

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