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Missouri Licensed Associate Wealth Advisor
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Key Responsibilities Manage and execute portfolio trading and develop new client portfolios Conduct comprehensive financial assessments and facilitate cash management reviews Build and maintain strong client relationships through exceptional service and advice
Required Qualifications Bachelor's degree 2+ years of financial services experience Obtain Series 65 license or equivalent within 120 days of employment A clean U4
Position Requirements
10+ Years
work experience
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