Client-Centric Financial Solutions Advisor

A national financial institution in Texas seeks a client advisor to provide customized financial solutions and manage client relationships. The ideal candidate will hold the necessary licenses and have at least one year of experience in finance. Responsibilities include planning clients' financial goals, managing risk, and making referrals to service providers. This role requires effective communication, relationship building, and a detail-oriented approach.

A positive and flexible in-office culture contributes to career growth with ongoing training opportunities.
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