About this role
Associate Advisor/ Wealth Planner at Signature Estate and Investment Advisors Inc. Location: Pasadena or Houston. Role: Overseeing planning, Conducting reviews, Responding to issues Requirements: Bachelor's degree or 1-2 years of related experience; FINRA Series 7 and 66; enrolled in CFP; proficient with Excel, Word, Outlook, PowerPoint, and CRM. Category: Finance and Accounting Seniority: Mid Level Tools: Excel, Word, Outlook, PowerPoint, CRM Certifications: finra series 7, finra series 66, cfp (in progress) Commitment: Full Time Workplace: Onsite Languages: English