Wealth Planning Advisor — Strategic Client
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-06-23
Listing for:
Wealth Enhancement Group
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading wealth management firm based in Houston is seeking a Financial Advisor to enhance client relationships and deliver personalized financial planning services. The ideal candidate should hold a 4-year degree in business or finance, possess relevant credentials like CFP or CPA, and have at least 4 years of experience in wealth management. They will engage with clients to assess their financial goals and manage portfolios effectively, ensuring exceptional service and client satisfaction.
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