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- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Bachelor's degree in Finance or related field
- 5+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Financial Advisor - Houston, United States - Comerica Wealth Management
Description
The ideal candidate will have an established book of business and will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be very comfortable building and deepening new client relationships. This Advisor will have strong referral sources from within Comerica.
Responsibilities
Qualifications