- Unknown (Houston, TX)
- Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held ... About the Role The Company is seeking Wealth Advisor Associates / Associate ...a preference for those with exposure to HNW/UHNW client service or financial planning. A CFP(R) certification or coursework… more
- Kestra Financial (Cypress, TX)
- An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate / Service Wealth Advisor for a great opportunity for the ... right person. This person will report to the Lead Advisor and be the primary contact for customer relationship...large book of business, including managing client needs regarding service , asset allocation, case design, and financial planning +… more
