Wealth Planning Advisor Strategic Client Growth

Wealth Enhancement Group

Houston, TX

JOB DETAILS
SKILLS
Certified Financial Planner (CFP), Certified Public Accountant (CPA), Customer Relations, Customer Satisfaction, Finance, Financial Analysis, Financial Planning, Financial Services, Strategic Planning, Wealth Management
LOCATION
Houston, TX
POSTED
Today

A leading wealth management firm based in Houston is seeking a Financial Advisor to enhance client relationships and deliver personalized financial planning services. The ideal candidate should hold a 4-year degree in business or finance, possess relevant credentials like CFP or CPA, and have at least 4 years of experience in wealth management. They will engage with clients to assess their financial goals and manage portfolios effectively, ensuring exceptional service and client satisfaction.#J-18808-Ljbffr

About the Company

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Wealth Enhancement Group