Private Wealth Advisor – Investments & Estate Planning
Job in
Bellville, Austin County, Texas, 77418, USA
Listed on 2026-01-24
Listing for:
Spane4all
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial services firm in Bellville seeks a Wealth Manager to provide comprehensive financial advice to high-income clients. The ideal candidate will have a Relevant Degree in Investment or Economics and 3 to 5 years’ experience in wealth management. Responsibilities include formulating investment proposals and reviewing clients' financial plans. The role emphasizes compliance with governance requirements and achieving sales targets.
Join a dynamic team dedicated to bettering clients' financial futures.
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