Job Description
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
+ Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
+ Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
+ Manage data in financial planning software—Emoney
+ Responsible for cl...
Requirements
Essential Duties and Responsibilities
+ Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
+ Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
+ Manage data in financial planning software—Emoney
+ Responsible for cl...