Wealth Advisor II
First Financial Bank Texas(10 days ago)
About this role
The Wealth Advisor is responsible for building and maintaining client relationships by providing tailored investment management strategies and financial plans. They act as the primary contact for clients, aiming to maximize satisfaction, retention, and acquisition through personalized financial guidance.
Required Skills
- Relationship Management
- Financial Planning
- Asset Allocation
- Portfolio Management
- Investment Solutions
- Risk Management
- Financial Software
- Client Communication
- Compliance
- Business Development
Qualifications
- Bachelor’s Degree in Business or related field
- CFA or CFP certification
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