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Finance
Personal Financial Advisor
Longview, TX
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Position range in Gregg County $37k - $121k Per Year Financial Service Advisor
Austin Bank Texas NA
Occupation:
Personal Financial Advisors
Location:
Longview, TX - 75604
Job Type:
Regular, Full Time (30 Hours or More), Permanent Employment
Posted:
08/18/2026
Positions available: 1
Source:
WorkInTexas
Web Site:
WorkInTexas
Onsite /
Remote:
Work onsite all of the time
Updated:
08/21/2026
Expires:
08/18/2027
Job #: 17056680
Job Requirements and Properties
Help for Job Requirements and Properties. Work Onsite
Full Time Education
Bachelor's Degree Experience
12 Month(s) Schedule
Full Time Job Type
Regular Duration
Permanent Employment Benefits Help for . A Financial Advisor provides financial planning and support to clients in order to help clients achieve their financial goals. Financial Advisors assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired. All of this must be done with adherences to ethics, best practices, and pre-established financial plans. Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Respond to prospective customer queries about financial planning
Assist in the development plans for the company
Offer subject matter expertise to fellow Financial Advisors
Maintain awareness of latest legislative changes that may affect financial planning