Wealth Advisor III
First Financial Bank Texas(5 months ago)
About this role
The Wealth Advisor serves as the primary point of contact for Wealth clients, responsible for managing and developing client relationships. This role involves understanding clients' financial situations and structuring investment management strategies and financial plans tailored to their goals.
Required Skills
- Client Management
- Investment Strategy
- Financial Planning
- Relationship Management
Qualifications
- Bachelor’s Degree in Business
- CFA
- CFP
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