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Missouri Licensed Associate Wealth Advisor

Job in Plano, Collin County, Texas, 75086, USA
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
A company is looking for an Associate Wealth Advisor who is motivated to learn and passionate about delivering outstanding results.

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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