More jobs:
UHNW Wealth Advisor & Legacy Planner
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-05-31
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Corient Services LLC in Houston is seeking a dedicated professional to join their Wealth Management team. The role involves managing the client service experience, preparing financial reports, and providing strategic consulting advice.
The ideal candidate holds a Bachelor's degree in Finance or Economics, possesses years of experience in Wealth Management, and holds professional certifications like CFP or CFA. The position offers competitive benefits including employer matching for 401(k) and medical plan options.
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