03/13/2026
Description May be asked to participate in client meetings with a Wealth Advisor Operational functions and general client service items Basic client communications (updates/next steps of a given task) Client onboarding - full process, start to finish Money movement Participate and be a valuable contributor in various team meetings across departments Data entry, basic analysis, growing expertise in running detailed and more complex scenarios within various financial planning software Note-taking in internal and client meetings/tasking within CRM software/follow-through in all client engagements Meeting preparation – portfolio reviews, agendas, reports, etc. Understand and support the firm’s vision, mission, and strategy Engage in teambuilding and integrate into the culture of the firm Participate in the Wealth Advisor Residency Program Timely completion of all firm and parent company training...
Huntington
Houston, TX, USA
Full Time
