Texas Financial Advisors ยท 5 days ago
Financial Advisor
DFW Metroplex
Full-time
Onsite
New Grad, Entry Level**Texas **Financial Advisors is seeking a Financial Advisor to deliver personalized investment solutions. The ideal candidate will create financial plans and ensure the accuracy of information while supporting investment professionals in building client relationships.
Financial ServicesRetirementTax PreparationWealth Management
Responsibilities
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualification
Required
Bachelor's degree in Finance or related field
Strong understanding of the investment business
Excellent interpersonal skills
Company
Texas Financial Advisors
Texas Financial Advisors is a financial services firm that offers wealth management, tax preparation, and retirement services.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase