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Hybrid Wealth Advisor Associate Client Impact
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2025-12-11
Listing for:
Mariner
Full Time
position Listed on 2025-12-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Plano, Texas is seeking an Associate Wealth Advisor to support the wealth management team. This role involves advising high net worth clients on comprehensive financial plans tailored to their goals. Ideal candidates will have a Bachelor’s degree, at least 2 years of relevant experience, and the CFP designation or Series 65 certification. The position offers a hybrid work model, emphasizing professional growth and teamwork.
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Position Requirements
10+ Years
work experience
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