Supporting a senior wealth practice, the full-time Texas Licensed Wealth Advisor will serve as a primary point of contact for high-net-worth clients, coordinating client strategy meetings and collaborating with external partners while working in a collaborative office environment with some remote flexibility. Key responsibilities Deliver high-touch support as the daily contact for private wealth clients Coordinate and execute client strategy meetings and facilitate complex account maintenance Collaborate with external partners on tax, estate, and business decisions Required qualifications 2 to 5+ years of experience in private wealth management or financial planning Bachelor's degree in Finance, Business, Economics, or a related field Proficiency with CRM systems and financial reporting software Series 7 and/or Series 66 preferred or willingness to obtain Strong knowledge of modern portfolio structures and market dynamics
Texas Licensed Wealth Advisor in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.