Investment Advisor & Relationship Builder
Listed on 2026-10-06
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Finance & Banking
Financial Sales, Financial Advisor / Consultant
CEN in Amarillo, TX is seeking a Financial Consultant Investments to build value-added relationships with customers, understand financial needs, and offer suitable solutions.
Key duties include prospecting for referrals inside and outside the bank, selling by identifying customer needs, managing wallet share, and completing BSA/AML training. Requires NASD licenses with CFP/CFA preferred and a broad knowledge of finance and accounting.
The Investment Advisor & Relationship Builder role at CEN is now open for applications in Amarillo, TX, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Investment Advisor & Relationship Builder role in the description above.
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