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Wealth Advisor - Client & Tailored Investments

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Cathay Bank
Full Time position
Listed on 2026-06-06
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Consultant, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 64480 USD Yearly USD 64480.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor - Grow Client Base & Tailored Investments

Cathay Bank in Plano, Texas is seeking a Wealth Management Advisor to enhance client relationships and provide tailored financial solutions. You will proactively develop a customer base, assess client financial needs, and adhere to compliance standards.

The ideal candidate will have strong sales skills, relevant financial licenses, and be fluent in both English and Chinese. The position offers a competitive salary of $64,480 per year plus commission and a comprehensive benefits package.

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