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Client Advisor - Financial Services

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Bluespring Wealth Partners, LLC
Full Time position
Listed on 2025-12-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Client Experience Advisor - Financial Services
A financial planning firm is looking for a Support Advisor in Houston, TX to assist Lead Advisors and ensure compliance policies are adhered to. Responsibilities include attending client meetings, preparing financial reports, and managing client inquiries. Ideal candidates should have strong Excel skills, experience in financial services, and relevant certifications. Comprehensive benefits and growth opportunities are offered.
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