Holistic Wealth Planner for High-Net-Worth Clients

Texas Regional Bank

Houston, TX

JOB DETAILS
SKILLS
Certified Financial Planner (CFP), Customer Support/Service, Detail Oriented, Finance, Financial Planning, High Net Worth, Wealth Management
LOCATION
Houston, TX
POSTED
1 day ago

Texas Regional Bank seeks an Associate Client Advisor to join their Trust & Wealth Management team in Houston. You will provide holistic financial planning for high-net-worth clients, collaborating closely with investment professionals. A strong emphasis on client service and attention to detail is required.The ideal candidate holds a Bachelor's degree in business or finance, has at least two years of relevant experience, and is committed to obtaining the Certified Financial Planner (CFP) designation. Join a team where you can make a significant impact and help clients achieve their financial goals.#J-18808-Ljbffr

About the Company

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Texas Regional Bank