Investment Advisor & Relationship Builder
Listed on 2026-11-04
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Finance & Banking
Financial Sales -
Sales
Financial Sales
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 position in the Sales, Consulting field is open for applications.
The position is based in Amarillo, TX, United States.
This opportunity is part of our work in Sales, Consulting.
The advertised compensation is 60.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
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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