Retail Client Specialist

Retail Client Specialist | The DRL Group

Katy, TX · On-site · Full-time

About The DRL Group

For more than 30 years, The DRL Group has focused on one thing: the bond market. We help high-net-worth investors generate tax-free income and build dependable portfolios for tax-deferred accounts through high-quality municipal and corporate bonds. Our proprietary trading technology and dedicated marketing support give our advisors a real edge in serving clients and growing their business.

The Opportunity

We're looking for an established registered representative with a strong client base who wants to build a practice around fixed income. You'll report directly to the Managing Partner and have the resources of a specialist firm behind you, without the bureaucracy of a large wirehouse.

What You'll Do

• Manage and grow a book of retail and high-net-worth clients
• Deliver personalized, high-touch service aligned with each client's income and tax objectives
• Use our marketing engine to generate and convert new client relationships
• Access primary and secondary municipal and corporate bond markets through our advanced trading platform

What We're Looking For

• Series 7 and Series 63 (or 66) required
• Minimum of 2 years as a producing registered representative
• Existing book of business strongly preferred
• Proven success in a client-facing financial role
• Strong interpersonal, communication, and problem-solving skills
• Fixed income experience is a plus; we'll deepen your expertise

What We Offer

• Competitive, production-based payout (W-2 employee)
• Institutional-quality bond market access and trading technology
• Marketing and lead-generation support
• A collaborative, relationship-driven culture built on transparency and performance

If you're ready to grow your business with a firm that specializes in fixed income, we'd like to talk.