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Wealth Advisor: Private Client & Solutions
Job in
Sugar Land, Fort Bend County, Texas, 77479, USA
Listed on 2026-06-18
Listing for:
SunTrust Investment Services, Inc.
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
Sun Trust Investment Services, Inc. is seeking a Financial Advisor in Sugar Land, Texas. The role involves delivering personalized investment solutions to clients, setting the strategic direction for the Financial Advisor team, and developing strong client relationships. Candidates must possess a Bachelor’s degree, FINRA Series 7 and 66 licenses, and have experience in securities sales. Excellent interpersonal and analytical skills are essential.
The position ensures adherence to ethical standards and regulatory compliance while providing exceptional client service.
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