Financial Advisor II - Dallas, TX

Only for registered members Dallas, TX, United States

1 month ago

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Job summary

The Financial Advisor II plays a pivotal role in the success of Broadway Wealth Solutions and Broadway Bank's mass affluent strategy.

The FAII serves as a trusted advisor, delivering expert financial advice and investment strategies through a consultative, goals-based approach.

This role involves building and strengthening client relationships, providing exceptional service,and leveraging expertise to translate complex financial concepts into actionable insights.
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