Texas Licensed Wealth Management Associate

Job Summary

A company is looking for a Wealth Management Associate.

Key Responsibilities

• Assist clients in securing their financial well-being through tailored financial services and products
• Engage in client relationship management and market development activities
• Participate in training programs and continuing education to enhance financial knowledge and skills

Required Qualifications, Training, and Education

• Must pursue FINRA licensing and state licensing requirements
• Entry-level training curriculum provided to develop essential skills
• Encouraged to pursue professional designations such as CFP and ChFC
• Opportunities for management advancement through Leadership Development School
• Open to candidates from diverse backgrounds with a demonstrated pattern of success