Careers

We are interested in working with professionals that share our investment philosophy. We are currently seeking solicitors and Registered Investment Advisor representatives. Solicitors network with prospective clients, but do not offer individual investment advice.  This position can be full-time or an added revenue source for professionals in related businesses.

There are many reasons to consider an opportunity with Talis, including:  

• Multidisciplinary team working environment
• Administrative support
• Transitional support for your existing client base
• Institutional investment products not available through brokerage firms
• Comprehensive benefits package

We are seeking RIA representatives with the following qualifications:

• A history of success and/or a significant existing client base
• 3 or more years of experience
• NASD Series 7 and 63/66, 65 or current RIA representative registration
• Clean U4
• Strong work ethic
• Determination to continue industry education
• Credentials preferred (CFP, CFA, MBA, JD, CPA)

If you are interested in independence with support or transitioning your business to a fee-only environment, This email address is being protected from spambots. You need JavaScript enabled to view it.  us to schedule a confidential consultation at our office in Plano.