Texas Licensed Financial Advisor
Job Summary
To support a growing practice, the remote Texas Licensed Financial Advisor will establish and maintain long-term client relationships while delivering personalized financial planning and investment strategies.
Key responsibilities
- Build and maintain relationships with clients to understand their financial goals
- Provide tailored investment strategies and financial planning guidance
- Utilize disciplined investment approaches and tax management strategies for client portfolios
Required qualifications
- Certified Financial Planner (CFP) designation required
- Series 7, 63, or 66 licenses (or ability to acquire within 3 months)
- Three to five years of advisory experience in financial planning and relationship management
- Proven track record of managing a book of business with high client satisfaction
- Strong knowledge of financial planning, investment strategies, and industry regulations
Complete Job Description
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