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ALSAC/ St. Jude
Memphis, Tennessee
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Associate Financial Advisor
A well-established wealth management financial advisory firm in Richardson, Texas is seeking an associate financial advisor to join its practice. You will help conduct the smooth operation of a fast paced-and friendly-financial planning office. This is an instrumental role in the practice. The lead financial advisor will mentor you, as needed, as you work with existing clients and continue to build the practice & provide customer service for them. Once you have been properly trained on company policy, tools & resources, you will be meeting with clients and seeking to grow the practice. The primary purpose of this position will be to work with existing clients and help acquire new clients for the practice. As goals are met, you will be given more responsibilities in the practice. The g
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