Wealth Advisor III (Canton)
First Financial Bank Texas(3 months ago)
About this role
The Wealth Advisor will serve as the primary point of contact for Wealth clients, responsible for maintaining existing relationships and developing new ones. This role requires a deep understanding of clients' financial situations to create tailored investment management strategies and financial plans.
Required Skills
- Client Relationship Management
- Investment Strategy
- Financial Planning
- Portfolio Management
Qualifications
- BS in Business
- CFA
- CFP
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