Client-Focused Investment Advisor | Portfolio
Listed on 2026-10-17
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Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management, Financial Sales
Our client, a community bank in the North Texas region around Lake Texoma, seeks an Investment Advisor to build a portfolio of clients and grow the business. You will work with the branch network, leverage community involvement, and deliver top-notch service to clients.
You will have access to ETF models, SMAs, and in-house CFA investment support, enabling you to focus on development and lasting relationships while serving Sherman and the broader Denton–Dallas area.
This posting is for the Client-Focused Investment Advisor | Build Your Own Portfolio role at NPAworldwide, based in Sherman, TX, United States.
We would love to welcome a new Client-Focused Investment Advisor | Build Your Own Portfolio to our organisation in Sherman, TX, United States.
For the Client-Focused Investment Advisor | Build Your Own Portfolio position at NPAworldwide, we are reviewing applications now.
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