Licensed Financial Advisor - CRM
We're looking for a Certified Financial Advisor (Series 65 licensed), that will be in charge of our Customer Relationship Manager position (CRM). Fully proficiency in English and native Spanish speaker is required. Our full-time position will be dedicated to building and growing customer relationships with our registered advisory clientele. Preferably 3-5 years of experience.
GBM Wealth Management is a Registered Investment Advisor based in Houston. We strive on bringing value to the clients with a fiduciary duty approach. GBM Wealth Management creates customized portfolios and manages risk. We specialize in Asset allocation, Portfolio implementation, ESG and impact investing, Private Investment, and Opportunities, using our Capital markets expertise.