Wealth Planning Advisor for High-Net-Worth Clients
JCW Group
JCW Group, a growing wealth management firm in Austin, Texas, is seeking a client-facing Financial Planner to join its advisory team. This role involves leading clients through the financial planning process, developing tailored financial plans, and collaborating with professionals to coordinate planning strategies. The ideal candidate will have 5+ years of experience in financial services, strong communication skills, and a proven track record of working with high-net-worth clients. This position offers an opportunity to build meaningful relationships in a collaborative environment. #J-18808-Ljbffr JCW Group
Vacancy posted 3 days ago
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