Client-Centric Financial Planning Support Advisor
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Finance & Banking
Job Description & How to Apply Below
Life Bridge Financial Group in Houston provides independent financial planning and investment management. The Support Advisor role partners with the Lead Advisor to maximize efficiency, handle client inquiries, and ensure regulatory compliance across daily operations.
Ideal candidates hold FINRA licenses (Series 7/65/63 or 66) and have 2–5 years in financial services, with proficiency in Albridge, eMoney, Envestnet and Microsoft Office.
We would love to welcome a new Client-Centric Financial Planning Support Advisor to our group in Houston, TX, United States.
The advertised compensation is 55.000 - 70.000.
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 Client-Centric Financial Planning Support Advisor role in the description above.
We appreciate your interest in this position.
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