About this role
Associate Client Advisor - Houston, TX at Texas Regional Bank. Location: Houston, Texas, United States. Role: developing plans, conducting analysis, advising clients Requirements: Bachelor's degree preferred, 2+ years financial/advisory experience, CFP required or willing to pursue, CPA preferred, fixed income knowledge, Microsoft Suite and financial planning fintech experience, strong communication and analytical skills. Category: Finance and Accounting Seniority: Entry Level Tools: eMoney, Right Capital, Microsoft Suite Certifications: cfp, cpa Commitment: Full Time Workplace: Onsite Languages: English