Financial Planning Associate | Licensing Path to Advisory

Threadneedle group in Houston is seeking a dedicated and motivated individual to join their financial advisory team. The role involves obtaining necessary financial licenses while supporting seasoned advisors to build relationships with clients and assist them in achieving their financial goals. Candidates should possess a four-year college degree and demonstrate strong communication skills, accountability, and a willingness to learn. This full-time position offers a collaborative environment focused on client success.
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