What are the responsibilities and job description for the Financial Advisor position at Texas Financial Advisors?
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Associate’s degree in business or industry-related field
- Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
- Must be a U.S. or Permanent Resident
- Willing to work in office