UHNW Wealth Advisor Strategy and Legacy
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-03-04
Listing for:
Corient Private Wealth LLC.
Full Time
position Listed on 2026-03-04
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading wealth management firm located in Houston seeks a Wealth Advisor to join their team. The candidate will work collaboratively with lead advisors to enhance the client service experience. Responsibilities include preparing financial analyses, providing strategic consulting, and managing client relationships. A Bachelor's degree in Finance or similar, along with relevant certifications like CFP or CFA, is required. This dynamic firm values employee growth and offers a comprehensive benefits package.
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