UHNW Wealth Advisor & Legacy Planner

Corient Services LLC in Houston is seeking a dedicated professional to join their Wealth Management team. The role involves managing the client service experience, preparing financial reports, and providing strategic consulting advice.The ideal candidate holds a Bachelor's degree in Finance or Economics, possesses years of experience in Wealth Management, and holds professional certifications like CFP or CFA. The position offers competitive benefits including employer matching for 401(k) and medical plan options.#J-18808-Ljbffr