Financial Advisor - Houston, TX

Serve affluent clients by gathering financial information, conducting discovery, assessing needs, and recommending suitable investment, wealth planning, and insurance strategies. Deliver economic and market views, research and due diligence, and build tailored portfolios with portfolio management, trust administration, and investment advisory. Leverage an open-architecture product portfolio, warm leads, and tools like MoneyGuidePro, Salesforce, and Seismic to grow your practice.