Houston Wealth Advisor: Growth, Relationships & Strategy
Bank of America ATM
A leading financial institution in Texas seeks a Financial Advisor to develop relationships with high-net-worth clients and recommend tailored investment solutions. You will work closely with clients to assess their financial goals and document interactions accurately within Salesforce. The ideal candidate must hold licenses 7 & 66, possess at least one year of industry experience, and have strong interpersonal skills. This role requires a self-starter attitude and proven capabilities in business development and relationship management. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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