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Financial Advisor

Client-Focused Wealth Management Associate

Job in Arlington, Tarrant County, Texas, 76000, USA
Listing for: Nisivoccia & Co.
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A regional CPA and Wealth Management firm is seeking a Wealth Management Associate in Arlington, Texas. The ideal candidate will possess financial licenses and strong communication skills, as they will manage client accounts and collaborate across departments. Responsibilities include coordinating client meetings, handling inquiries, and maintaining client records. Attention to detail and the ability to work independently are essential. Competitive compensation and supportive work environment offered.
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Position Requirements
10+ Years work experience
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