Wealth Planning Associate: Path to Independent Advisory
Corient Private Wealth LLC.
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 Corient Private Wealth LLC.
Vacancy posted 1 day ago
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