Financial Service Advisor
Austin Bank•Spring, TX
1d
About The Position
A Financial Advisor provides financial planning and support to clients in order to help clients achieve their financial goals. Financial Advisors assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired. All of this must be done with adherences to ethics, best practices, and pre-established financial plans.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Respond to prospective customer queries about financial planning
- Assist in the development plans for the company
- Offer subject matter expertise to fellow Financial Advisors
- Maintain awareness of latest legislative changes that may affect financial planning
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What This Job Offers
Education Level
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