3 book designer jobs at 1 company in Houston, TX
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Senior Wealth Advisor
Miami or Houston or Florida
RemoteFull Time
7+ YOERequired CFP designation and 7+ years of financial advice, planning, book management, and relationship management experience; Series 7, 63, or 66 and SIE required or obtainable.
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Certified Financial Advisor
Austin or Dallas or Houston or Texas
RemoteFull Time
3+ YOECFP designation required; Series 7, 63, or 66 required or obtainable within 3 months; 3 years advisory experience, with financial planning, book management, and relationship management expertise.
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Certified Financial Advisor
Houston, Texas, United States
RemoteFull Time
3+ YOERequires CFP designation, Series 7/63/66 or ability to obtain within 3 months, and 3 years of advisory experience managing client relationships, financial planning, and a book of business.