Financial Advisor
GBM Wealth Management
Houston, TX US
Posted ago
GBM Wealth Management

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.

Responsibilities

  • Service clients
  • Portofolio implementation
  • Create a meaningful and personalized business relationship with our clients
  • Seek growth of AUM's

Qualifications

  • Series 65 or equivalent
  • Customer Relationship Manager (CRM) experience
  • Communication skills
  • Negotiation skills

Compensation
$75,000 plus bonus
About GBM Wealth Management

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.

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