Wealth Advisor II
First Financial Bank Texas(1 month ago)
About this role
The Wealth Advisor serves as the primary point of contact for Wealth clients, focusing on maintaining and developing client relationships. This role requires a deep understanding of clients' financial situations to create tailored investment management strategies and financial plans, ensuring high client satisfaction and retention.
Required Skills
- Client Relationship Management
- Investment Management
- Financial Planning
- Sales Generation
Qualifications
- Bachelor’s Degree
- CFA
- CFP
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