Investment Advisor Representative

The Role

This is an onsite role in our Richardson, TX office.

Responsibilities

• Provide investment advisory services to individual clients, including ongoing portfolio management, asset allocation recommendations, portfolio construction and monitoring, and discretionary investment advice, as appropriate.
• Review, validate, and interpret model-generated asset allocations and portfolio recommendations, applying professional judgment to address client-specific considerations and regulatory requirements.
• Communicate investment recommendations clearly and effectively, explaining rationale, risks, and trade-offs in a client-friendly manner.
• Deliver investment advice efficiently across multiple client engagements, leveraging standardized workflows, digital tools, and platform-provided client information.
• Deliver investment advice by effectively assessing client circumstances using information gathered via the user interface. Serve as an advisor to individuals by assessing financial objectives, risk tolerance, and life goals.
• Operate within a hybrid robo-human advisory framework, where core portfolio construction and asset allocation are generated by an underlying asset allocation model.
• Utilize platform-generated insights, data inputs, and decision support tools to support consistent advice delivery.
• Identify and escalate exceptions, constraints, or client circumstances that require deviation from or refinement of model-generated outputs, in accordance with established governance and compliance standards.

Qualifications

• Licensing requirements: Active Investment Adviser Representative (IAR) registration, including successful completion of the Series 65 examination (or equivalent, such as Series 66 where permitted), permitting the provision of investment advisory services.
• Experience: 3+ years of experience providing investment advisory services to individual clients.
• Skills: Ability to integrate human judgment with robo-supported insights to deliver timely, high-quality client guidance; strong analytical skills to assess client needs and evaluate suitable solutions; ability to manage multiple client appointments and priorities effectively; collaborative approach with internal teams and external partners; high attention to detail and documentation accuracy; ability to explain complex investment concepts in clear, client-friendly terms; self-motivated with strong time management skills.

Compensation and Benefits

The base salary compensation range being offered for this role is $90,000– $120,000 USD per year. This role is also eligible for an annual short-term incentive bonus.

Company Benefits: Health and Welfare Benefits, Leave Benefits, Retirement Benefits, and other company benefits are provided. WTW provides a competitive benefit package which includes the following:

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.