Financial Service Advisor
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Job Location:
Spring, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
6 hours ago
Vacancies:
1 Vacancy
Job Summary
A Financial Advisor provides financial planning and support to clients in order to help clients achieve their financial goals. Financial Advisors assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired. All of this must be done with adherences to ethics best practices and pre-established financial plans.
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Respond to prospective customer queries about financial planning
Assist in the development plans for the company
Offer subject matter expertise to fellow Financial Advisors
Maintain awareness of latest legislative changes that may affect financial planning
Required Experience:
Unclear Seniority
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Investment Experience
- Military Experience
- Securities Law
- Customer relationship management
- Financial Planning
- Wills
About Company
Austin Bank provides banking and lending services to personal and business clients across East Texas.
