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 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 looking for a way to earn additional income.
Talis is a fee-only Registered Investment Advisor in Plano, TX. We provide wealth and asset management, and employer sponsored retirement plans.
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 candidates with the following qualifications:
- A history of success
- 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,
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us to schedule a confidential consultation at our office in Plano.
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Individuals 
