More jobs:
Wealth Management Admin & Client Lead
Job in
Arlington, Tarrant County, Texas, 76000, USA
Listed on 2025-12-31
Listing for:
Nisivoccia & Co.
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A regional CPA and Wealth Management firm in Texas is seeking a Licensed Senior Wealth Management Assistant to support their growing team. The ideal candidate will excel in providing exceptional service, manage client requests, and maintain the firm’s database with professionalism. Candidates should have a commitment to client care, excellent communication skills, and relevant licenses. Experience in a financial environment is preferred.
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