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Senior Investment Associate — UHNW Client & Relationships
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-06
Listing for:
Checchi Capital
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Checchi Capital in Houston is seeking a motivated Senior Investment Associate to enhance their High Net Worth footprint. This role involves providing tailored client service, developing relationships, and managing financial models for clients.
The ideal candidate has 3–5 years in wealth management, a relevant bachelor’s degree, and proficiency in Microsoft Office. The firm offers a competitive salary, full benefits, and direct mentorship from industry leaders.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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