Wealth Advisor: HNW Planning & Client ; Hybrid
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-01-14
Listing for:
Mariner Holdings
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading wealth management firm in Texas seeks a skilled professional to provide comprehensive financial planning and advice to high net worth clients. The role involves developing customized portfolios, managing client relationships, and support in the sales process. Ideal candidates will have a degree in finance, relevant experience, and possess a CFP designation or Series 65. A hybrid work model is available, and the compensation ranges from $63,000 to $108,000, reflecting geographic considerations.
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