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
Texas Certified Financial Advisor in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.