Wealth Management Analyst Trainee

Hilltop Holdings · Dallas

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.

At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else. 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.

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