A leading financial services firm in Houston is seeking a seasoned financial advisor to formulate business proposals and manage client relationships. The role demands 10-15 years of experience with strong skills in data analysis, investment modeling, and business process design. Successful candidates will hold degrees in accounting, business administration, and finance, along with the SIE certification. This position promotes a collaborative work environment with a focus on delivering high-quality financial services.
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FULL TIME
senior
4/18/2026
You will be redirected to Raymond James's application portal.