You haven't searched anything yet.
An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor.
Requirements
Essential Duties and Responsibilities
Knowledge, Skills, and/or Abilities
Education and/or Experience
Certificates, Licenses, Registration
Compensation
Full Time
$61k-90k (estimate)
06/27/2024
07/12/2024