Client-Focused Associate Advisor (Financial Planning)

A financial advisory firm in Houston, TX is seeking a Licensed Associate Advisor to enhance the client experience through effective communication and financial planning tasks. In this role, you will partner with senior advisors, manage client interactions, coordinate services, and ensure smooth onboarding processes for clients. Ideal candidates should have a Series 65 license and at least 2 years of relevant experience. Join our team dedicated to integrity and meaningful client relationships. #J-18808-Ljbffr