$0.00

Salary Not Available

Position range in Texas $20.93 - $74.10 Per hour Account Executive

R&H STAFFING SERVICES LLC

Occupation:

Personal Financial Advisors

Location:

Laredo, TX - 78045

Job Type:

Regular, Full Time (30 Hours or More), Permanent Employment, Day Shift

Posted:

09/08/2026

Positions available: 1

Source:

WorkInTexas

Web Site:

WorkInTexas

Onsite /

Remote:

Work onsite all of the time

Updated:

09/11/2026

Expires:

10/08/2026

Job #: 17065990

Job Requirements and Properties

Help for Job Requirements and Properties. Work Onsite

Full Time Education

Associate's Degree Experience

12 Month(s) Age

21 and up DL

Required Language

English, Well Schedule

Full Time Job Type

Regular Duration

Permanent Employment Hours

40 Hours Per Week Shift

Day Shift Public Transit

Available Help for . Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.

Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

Answer clients' questions about the purposes and details of financial plans and strategies.

Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.

Manage client portfolios, keeping client plans up-to-date. Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals. Recommend financial products, such as stocks, bonds, mutual funds, or insurance.

Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.

Contact clients periodically to determine any changes in their financial status.