Wealth Advisor II
First Financial Bank Texas(4 months ago)
About this role
The Wealth Advisor will serve as the primary point of contact with Wealth clients, responsible for maintaining existing relationships and developing new ones. This role involves developing a comprehensive understanding of clients' financial situations to create tailored investment management strategies and financial plans.
Required Skills
- Client Relationships
- Investment Management
- Financial Planning
- Portfolio Management
Qualifications
- Bachelor’s degree in Business or related field
- CFA
- CFP
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