Associate Financial Advisor - Path to Lead Client Advisor
Confidential
Confidential firm in Flower Mound, Texas, is seeking an Associate Financial Advisor. This unique role offers a clear path to lead advisor responsibilities with an existing book of business, 75–100 client households, and opportunities for long-term equity ownership. You will support financial planning, manage household relationships, and assist with portfolio management. Ideal candidates have 3+ years in wealth management, active FINRA licenses, and strong client-facing skills. #J-18808-Ljbffr Confidential
Vacancy posted 2 days ago
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