Legal Wealth Advisor - Houston

Location: Houston, TX

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Regular or Temporary

Regular

Language Fluency: English (Required)

Work Shift

1st shift (United States of America)

Please review the following job description

A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships.

The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community.

ESSENTIAL DUTIES AND RESPONSIBILITIES