A leading wealth management firm in Houston seeks an experienced professional to support Wealth Advisors in delivering exceptional services to clients. The ideal candidate will have a Bachelor's degree and 4-8 years of experience, preferably with certifications such as CFP or CFA. Responsibilities include preparing financial plans, client meeting support, and developing client relationships. This full-time position requires onsite work for 4 days a week and provides a range of benefits including a 401(k) plan and health insurance.#J-18808-Ljbffr