- **Job Description** Become trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as a team candidate, the team will ... the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. *… more
- Raymond James Financial, Inc. (Houston, TX)
- …Use established systems to analyze customer needs and define and deliver financial products. Track progress against budgets within established finance systems, and ... to 12 months **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) **Travel** Less than 25% **Workstyle**… more
- Edward Jones (Houston, TX)
- …practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental ... applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner… more