Wealth Management Analyst Trainee

HilltopSecurities is looking to hire five Wealth Management Specialist. This will be a twelve-month development program for people starting a long-term career as a Wealth Advisor. Associates join a centralized, licensed home office branch at our Dallas headquarters. They will do real client and advisor work from day one and are trained to become planning-led advisors.

Associates are sponsored to complete the Series 7 and Series 66 licenses, along with CFP® education, and the firm pays the cost. They also complete a structured curriculum in five areas:

• Technology Stack
• Products
• Sales Process
• Practice Management
• Financial Planning

Throughout the program, specialist will rotate through Advisory Services, Advisor Transitions and the Home Office Branch to learn how the firm works end to end. The role grows in three stages. Specialists start with client coverage and service. They then build a book of business by working the firm's lead sources. Finally, they move into advisor succession and teaming arrangements with established advisors.

Job Requirements

- Bachelor's degree required; Finance, Financial Planning, Economics or Accounting preferred.
- Strong interest in building a long-term career as a Wealth Advisor.
- Client-facing aptitude, with excellent verbal and written communication skills.
- Strong analytical, critical thinking and quantitative skills.
- Able to work extended hours, including evening and off-hours shifts, to support client coverage.
- Able to work on-site at the Dallas, TX headquarters. Candidates outside Texas must relocate to Dallas.
- Self-starter and quick learner who can follow a defined process and take coaching.
- Proficient in Microsoft Office and comfortable learning new technology platforms.
- Detail-oriented, with strong organizational and time management skills.
- Comfortable in a fast-paced, dynamic environment.
- Sound judgment, integrity and a customer-focused mindset.

Why Join Us?

- A defined, visible pathway to becoming a Wealth Advisor.
- Firm-sponsored Series 7, Series 66 and CFP® education.
- Structured classroom training from the leaders who run each discipline.
- Mentoring and sponsorship from an advisor or manager invested in your progress.
- Recognized milestones for licensing, training completion and CFP® progress.
- Early, meaningful client work and the chance to build your own book of business.

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.