Investment Due Diligence Specialist

Quantum Group

Dallas, Texas, United States
5+ years in securities industry
Experience with broker-dealers and rias
Proficiency in microsoft office and access
Integrity Wealth is a leader in wealth management and retirement planning solutions

Job Summary

  • Integrity Wealth is a leader in wealth management and retirement planning solutions.
  • The role involves building relationships with financial advisors to promote investment offerings.
  • Integrity offers a competitive compensation package and a supportive work culture.

Matching Summary

Integrity Wealth is a leader in wealth management and retirement planning solutions.

Skills & Requirements

Must-have

  • 5+ years in securities industry
  • Experience with broker-dealers and RIAs
  • Proficiency in Microsoft Office and Access

Nice-to-have

  • Strong communication skills
  • Sales-focused mindset
  • Ability to work independently

Key Requirements

  • Bachelor's degree or equivalent experience
  • Licenses: Series 6, 7, and 65/66

Work Rights

Not specified

Tailored Resume

Cover Letter