About this role
Financial Advisor, Everyday Steward at Blue Trust Inc. Location: Houston, Texas, United States. Role: build relationships, manage clients, deliver plans Requirements: Experienced financial planner/advisor with ability to develop customized financial plans and manage client relationships; CFP/CPA/CFA preferred; strong communication and analytical skills. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, Salesforce, Orion Certifications: certified financial planner (cfp), cpa, cfa Commitment: Full Time Workplace: Hybrid Languages: English