Associate Financial Advisor: Client Planning & Onboarding
Search Services
Search Services is looking for a detail-oriented Associate Advisor based in Houston, Texas. In this in-office role, you will support senior advisors by facilitating financial planning and enhancing the client experience. Your responsibilities include managing client onboarding, preparing financial documents, and ensuring excellent ongoing service. You should have a Series 65 license and at least 2 years of relevant experience, alongside strong organizational and communication skills. #J-18808-Ljbffr Search Services
Vacancy posted 3 days ago
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