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Texas Licensed Financial Professional
A company is looking for a Financial Professional in The Woodlands, TX. Key Responsibilities Provide financial services and products to clients to help secure their financial well-being Manage client relationships and develop customized financial strategies Participate in ongoing training and professional development programs Required Qualifications, Training, and Education Willingness to pursue FINRA licensing and state licensing requirements Entry-level training provided, focusing on client relationship management and product knowledge Encouragement to pursue professional designations such as CFP or ChFC Opportunities for advancement into leadership roles through a Leadership Development School Open to candidates from diverse backgrounds, including recent graduates and career changers
A company is looking for a Financial Professional in The Woodlands, TX.
Key Responsibilities
Provide financial services and products to clients to help secure their financial well-being
Manage client relationships and develop customized financial strategies
Participate in ongoing training and professional development programs
Required Qualifications, Training, and Education
Willingness to pursue FINRA licensing and state licensing requirements
Entry-level training provided, focusing on client relationship management and product knowledge
Encouragement to pursue professional designations such as CFP or ChFC
Opportunities for advancement into leadership roles through a Leadership Development School
Open to candidates from diverse backgrounds, including recent graduates and career changers
