Internal Investment Advisor/Investment Advisor Representative (IAR)

United Advisors America | Prosper, Texas | Full-Time | In-Person 

Compensation: $75,000–$100,000+ annually, based on experience and qualifications 

Be an Advisor — Without Having to Be a Prospector 

United Advisors America is a growing SEC-registered investment adviser headquartered in Prosper, Texas. We are seeking an experienced, personable Investment Advisor Representative to join our internal advisory team. 

This is not a traditional financial advisor position. You will not be expected to cold call, purchase leads, build a prospecting pipeline, or develop your own book of business. 

Instead, you'll work with established clients and alongside our network of external advisors through United Advisors America's Co-Advisor Program. 

Our external advisors focus primarily on developing new client relationships and bringing new clients and assets to the firm. In your role as an internal advisor, you will be supporting those relationships by managing the ongoing investment and service needs of clients — allowing our external advisors to devote more of their time to growing the business. 

If you enjoy investments, working with clients, and solving financial problems but would rather spend your time advising and servicing relationships instead of searching for them, this may be an excellent fit. 

What You'll Do 

As an Internal Investment Advisor, you will work directly with clients