SENIOR FINANCIAL WEALTH ADVISOR
- Career Level
- Experienced (Non-Manager)
SENIOR WEALTH ADVISOR opening with a highly-respected national wealth management firm. Excellent opportunity to be a part large company but on a small team in Houston working with High Net Worth and Ultra High Net Worth clients to advise on trusts, estate planning, philantrophic causes, real estate, family offices, etc.. This is a one-of-a-kind opportunity in wealth management. CFA, CFTA and CPA candidates are preferred. All candidates must have a four-year college degree.
Our client is a leader in the industry. Employees are embraced for their loyalty and performance with opportunities for advancement at any office across the country. Employee benefits are exemplary, including Bonus, Safe Harbor Plan, Profit-sharing Plan, 401k and 100% Employer-paid Medical for your entire family!
Resumes to firstname.lastname@example.org