This is a unique opportunity for an individual with excellent communication, organizational, and relationship building skills to join the Candor Wealth Management team as an experienced Investment Advisor Representative. As an Investment Advisor Representative , you will work with individuals and families to provide investment advice, manage portfolios, and execute client securities trades through Charles Schwab.

Location:

Onsite M-F, 8am - 5pm

•this isn't a remote or hybrid schedule

•What You Will Be Expected to

Do:

Assist clients with achieving and maintaining financial security by providing financial advice and matching solutions with clients' needs and goals Develop rapport with clients and foster trusted long-term relationships Utilize the Apex Advisor Mastermind marketing, sales, and client acquisition program (training provided) to attract and onboard new clients Demonstrate knowledge of Candor Wealth Management products, services, and financial market trends Provide dedicated and focused client experiences Perform Chief Compliance Officer (CCO) duties (training provided)

What You Can Expect:

If selected for this position you can expect to receive a competitive salary including base + bonus potential. Benefits include 2 weeks' paid time off and a 401k plan. You will also enjoy a collaborative work environment where we celebrate success and hold one another accountable for results.

What We Are Looking For:

3-7+ years' financial services experience required; client-facing experience preferred Series 65 required OR strong experience + Series 7 and willingness to obtain Series 65 Entrepreneurial, competitive, and coachable

Client-focused:

strong communication and effective relationship management skills Proactive demeanor, strong initiative, honesty, and integrity Ability to maintain strict confidentiality of sensitive information and communications Computer proficiency with Microsoft Excel, Outlook, and CRM software In addition, the selected candidate must present themselves in a professional manner and be extremely articulate with the ability to multi-task and work in a fast-paced, small office environment. Residents in and around the Dallas and Fort Worth, Texas, region know they can count on Markus Byrd CFS® at Candor Wealth Management to do everything in his power to help grow and protect their assets. With a full complement of securities licensing, Candor provides clients both personalized retirement plans and hands-on money management expertise for those looking toward maximizing their retirement years. Unlike the experience they find at many corporate financial behemoths, Markus Byrd's clients know he personally enacts the transactions they agree on, and also that he is available for them to contact even when he is traveling or on vacation. Candor knows financial services do not come with a one-size-fit-all solution.

https:

//candorwm.com/ EQUAL

OPPORTUNITY EMPLOYER

Pay:

$96,000.00 - $144,000.00 per year

Benefits:

401(k) Paid time off Paid training Application Question(s): Why should we consider you for this IAR position @ Candor Wealth Management? Thank you for your interest!

Experience:

financial services: 3 years (Preferred)

License/Certification:

Series 65 (Preferred) Series 7 AND willingness to obtain Series 65 (Preferred) Ability to

Commute:

Dallas, TX 75254 (Required)

Work Location:

In person