Wealth Advisor II
First Financial Bank Texas(6 days ago)
About this role
The Wealth Advisor is responsible for maintaining and developing client relationships by providing personalized financial and investment strategies. The role involves understanding clients' financial situations, delivering investment reviews, and ensuring compliance with regulations. It focuses on client service, financial planning, and investment management within a banking or financial services context.
Required Skills
- Investment Management
- Financial Planning
- Client Relationship
- Asset Allocation
- Risk Management
- Portfolio Management
- Financial Software
- Communication Skills
- Regulatory Compliance
- Business Development
Qualifications
- Bachelor’s Degree in Business or related field
- CFA or CFP certification
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