Careers with HD Vest
Help us change lives with holistic financial services
We offer more than just financial services jobs – we help individuals launch new careers focused on making financial security possible for millions of Americans. Will you be next?
Are you driven to make a difference in people’s lives? Do your friends and family say you have strong ethics? Are you usually the first one to lend a helping hand to a customer – or a colleague? If so, HD Vest provides a corporate culture where you can thrive.
At HD Vest, we understand that even the most enjoyable jobs are just one part of a rewarding life. That’s why we offer comprehensive employee benefits and a close-knit culture that have earned us a reputation as one of the best companies to work for in the Dallas-Fort Worth metroplex. Whether you’re just beginning your career or hoping to direct it down a new path, HD Vest can help you reach your career goals.
We’re excited about discussing those goals with you. So, please take a few moments to get to know us better. Or simply read on to find out more about your new career at HD Vest.
What it’s Like to Work at HD Vest
Our employees tell us they love the friendly atmosphere and strong work/life balance in our offices. They also tell us we’re a big company with a small-company feel. At HD Vest, employees are truly heard, and each individual has an opportunity to make a difference.
We apply that same mindset to promotions. Many of our job postings are filled internally. Why? Because we believe job fulfillment comes through personal growth – and we provide plenty of educational opportunities to help people move up the ladder.
Having said that, we’re always on the lookout for new talent. And that’s why you’re here. If you’re ready, you can check out our job listings. As you’ll see, we offer much more than just financial services jobs.
Job satisfaction is about more than money. At HD Vest we strive to offer an overall work experience that will make you want to stay on our team for years to come. One of the benefits of working with us is our collaborative, supportive corporate culture. But we provide other benefits, too. For example, our central location results in a short commute for nearly everyone in the Dallas-Fort Worth metroplex. And we offer a comprehensive benefits package that’s competitive with what you’d receive from any major employer. We’d love to talk more with you about our outstanding medical, dental and paid time off policies during your application process.
HD Vest welcomes and encourages participation by everyone. We seek to maintain an atmosphere in which diversity in age, education, ethnicity, national origin, culture, gender, sexual orientation, gender identity or expression, lifestyle, physical or mental ability, race, religion, and politics is recognized and valued. We hope that each individual will develop as much as their talent and ambition allow.
We endorse, recognize and reward employees who work together, and who focus on team priorities, the company and the individual. We believe that by leveraging diversity, we not only make the company a better place to work, but also give coworkers, our Advisors and their clients outstanding service.
If you want to learn more about which HD Vest departments would be a good fit for you, read on:
Our Business Strategy department provides technology solution guidance and support to HD Vest business units to help them define, prioritize and deliver solutions that align with our overall corporate strategy. Business Strategy serves as a liaison between IT and business units by planning, conducting and directing the analysis and project management of business problems to be solved with automated systems.
Our Compliance department addresses the responsibilities outlined by various regulators. Each team is responsible for implementing, creating and enforcing a subset of the regulations established by the SEC, FINRA, MSRB and state regulators.
Finance & Administration
Our Finance and Administration department prepares the company budget and monitors our financial performance in relation to that budget as well as other measures. In addition, the team prepares and submits various reports to the Wealth Management Group Finance and performs various financial analyses such as advisor production and product profitability.
Our Human Resources (HR) department provides overall policy direction on a variety of people-related subjects. It seeks to be a strategic partner to the rest of the business by providing programs that attract, develop, engage and retain a skilled and diverse workforce – all with an emphasis on consultation, communication and customer service.
Our Information Technology (IT) department focuses on measuring and improving the quality of technology services delivered to HD Vest employees and clients. IT includes talented people who focus on Internet Systems, Corporate Systems, QA Support and Infrastructure Support.
Our Legal department enhances HD Vest’s legal representation by minimizing legal exposure and costs. Legal protects our firm from restrictive regulatory and governmental actions, and finds ways to use regulatory and governmental entities to our strategic advantage.
The Marketing team is comprised of Business Development and Marketing Communications. Business Development is responsible for generating prospective Advisor leads and converting them into Advisors. Marketing Communications works with internal staff to develop communications and marketing collateral to help HD Vest Advisors manage their financial services practice.
Our National Sales department provides sales and support to HD Vest Advisors, clients and employees. The team includes multiple departments that specialize in widely different aspects of our business strategy.
Our Operations department provides support for our brokerage, direct at fund and annuity accounts. This includes executing trades, performing account maintenance and various other financial and non-financial transactions. Operations is also responsible for responding to inquiries, performing research on requests and generating quarterly reports for managed products.
Training & Events
Our Training and Events department manages Advisor and HD Vest team member training. Within the Training and Events department, the Meetings and Events team plans the annual Connect Conference, training seminars and workshops held throughout the year as well as company events. The Training team creates and facilitates a wide range of instructor-led and technology-driven training opportunities.