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Financial Advisor

Staffing In Motion
Plano, TX
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Job Details Job Description This role is with a large Portfolio Management ...
Details
Summary
About the job:
firm with over $250 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance and asset allocation preference. Portfolios are managed on a discretionary basis. This is a relationship manager role where you are given a book of 150-200 households ($100 million to $150 million in assets) of high net worth clients with assets in excess of 500k (per household). You are responsible for managing these client relationships and speaking to clients about their...
Location:
Plano, TX
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Association of International Certified Professional Accountants - CIMA
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
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