Wealth Planning Advisor - Client-Focused
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2025-12-11
Listing for:
Wealth Enhancement Group
Full Time
position Listed on 2025-12-11
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading wealth management firm in Houston seeks a Financial Advisor to manage client relationships and assist in the financial planning process. The ideal candidate should have a 4-year degree, advanced designations like CFP or CPA, and over 4 years of experience in the wealth management industry. Responsibilities include sourcing clients, conducting financial reviews, and ensuring top client service. The role offers a comprehensive benefits package and opportunities for professional development.
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