Wealth Management Advisor III - Galleria - Houston, TX
Amegy Bank-Houston, TX, 77027
Manages, develops, and maintains private client relationships. Responsible for advising clients regarding investments, banking, credit, and trust and estates products and services to meet client needs. Develops new business by calling on potential or existing clients. May participate in new product development. Performs other duties as assigned. Typically requires a Bachelors and 6+ years of directly related experience. MBA, CFA, CPA, Series 7 and 63 preferred. Frequently contributes to the development of new theories and methods. Employs advanced knowledge as a generalist or specialist of ...