Financial Advisor - Houston
2 weeks ago

Job summary
We are seeking an experienced Financial Advisor to join our team in Houston. This is a client-facing position focused on relationship management, financial planning and delivering an exceptional client experience.The advisor will be responsible for managing approximately existing client relationships. The role centers on oversight of clients investment strategies and their Clear Trail Plan.
Investment management decisions are made by the CTA Investment Committee allowing the advisor to focus on comprehensive planning communication service excellence.
Job description
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