Senior Investment Associate — UHNW Client Growth & Relationships
Checchi Capital
Checchi Capital in Houston is seeking a motivated Senior Investment Associate to enhance their High Net Worth footprint. This role involves providing tailored client service, developing relationships, and managing financial models for clients. The ideal candidate has 3–5 years in wealth management, a relevant bachelor’s degree, and proficiency in Microsoft Office. The firm offers a competitive salary, full benefits, and direct mentorship from industry leaders. #J-18808-Ljbffr Checchi Capital
Vacancy posted 2 days ago
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