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Wealth Advisor Assistant: Client Strategy & Planning Pro
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-06-01
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Corient Services LLC is looking for an experienced Wealth Advisor Assistant to join our team in Houston, Texas. The successful candidate will provide comprehensive support to Wealth Advisors, managing client relationships, preparing financial plans, and coordinating meetings to ensure exceptional client service.
The ideal applicant will have a Bachelor's degree and professional certifications such as CFP or CFA, along with 4-8 years of relevant experience. We offer great benefits, including a 401(k) plan with employer matching and generous health coverage.
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