CCB - Chase Wealth Management - Financial Advisor - Conroe, TX (Conroe Branch) - (Spring, TX)

Apply Now CCB - Chase Wealth Management - Financial Advisor - Conroe, TX (Conroe Branch) Required #: 180118997 Location: The Woodlands, TX,US Job classification: Relationship Management/Sales Job overview: As a Financial Advisor, you will acquire and deepen relationships with clients through comprehensive needs based marketing and promotion of Investment products within our branch environment. You will work with the Branch Team to identify client needs, analyze customer info, define investment goals, build plans and make recommendations for client to achieve their investment goals and objectives through individual investment strategies while meeting your asset and revenue targets. A successful Financial Advisor will be able to advise clients with complex investment relationships on asset allocation and portfolio construction for strategic and tactical decisions as well as market and implement investment solutions in accordance with the client's asset allocation.