Client-Focused Financial Solutions Advisor
Jobtailor
Jobtailor in Texas is seeking an Investment Advisor to provide comprehensive advice and customized solutions to clients. You will triage leads, build financial plans, and refer clients to suitable brokerage products. Qualified candidates hold Series 7 and 66 (or 63/65 in lieu of 66), have at least one year in investments and financial services, and can build strong relationships while communicating confidently. #J-18808-Ljbffr Jobtailor
Vacancy posted 2 days ago
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