Texas Certified Financial Advisor
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Job Summary
To enhance client relationships, the remote Texas Certified Financial Advisor will establish and maintain long-term client connections, deliver financial advice, and provide complex portfolio management guidance.
Key responsibilities
- Establish, grow, and maintain long-term relationships with clients
- Partner with investors to help them plan for their financial goals
- Provide disciplined investment approaches and tax management strategies
Required qualifications
- Certified Financial Planner designation required
- Series 7, 63, or 66 (or ability to acquire within 3 months)
- Three years of advisory experience for Financial Advisor or five years for Senior Financial Advisor
- Demonstrated experience managing a book of business with client satisfaction
- In-depth knowledge of financial planning and investment strategies
Complete Job Description
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