More jobs:
Wealth Advisor; Hybrid - CFP-Oriented Client Partner
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-02-19
Listing for:
United Capital Financial Advisors, LLC
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm based in Houston is seeking a Wealth Manager to provide personalized financial advice and recommendations. The ideal candidate will hold a CFP designation, be passionate about client relationships, and have experience in financial planning. This hybrid role involves assessing clients’ financial situations, advising on various financial matters, and collaborating with professionals to ensure client objectives are met.
The position offers a competitive salary, bonus eligibility, and comprehensive benefits.
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