Department/Branch: Frisco or Irving, Texas
Provide individualized, highly strategic investment consulting to clients within assigned community bank locations. Develop ongoing financial planning relationship with clients focused on accomplishing the client's goals. Partner with a skilled team on credit, lending, and other financial services to offer a full array of solutions for the client and prospects.
Education and/or Experience:
Bachelor's degree in a related field, such as finance or business administration; or one-three years relevant experience required. Registration requirements; FINRA Licenses required: Series 7, Series 63/66 and Series 65/66 as well as Life/Health Insurance Licenses.