Senior Wealth Advisor - Holistic Planning & Growth
$85k - $145kMercer-Advisors
Mercer-Advisors in Houston, Texas is seeking a Wealth Path Wealth Advisor to support business development and client service initiatives. This role includes advising 150-250 clients, onboarding new clients, and collaborating with leadership on financial planning and business development. The ideal candidate has a Bachelor's degree, CFP certification, and significant experience in financial services. Benefits include medical coverage, 401(k), and a competitive salary range of $85,000 to $145,000 plus bonuses. #J-18808-Ljbffr Mercer-Advisors
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The Mather Group seeks a detail-oriented Financial Planning Associate in Houston to support its wealth management team. The ideal candidate will excel in developing comprehensive financial plans, gather client data, and prepare compelling materials for meetings. Must have...Internship- ...Vauxhall, Free2move and Leasys. Our exciting growth provides opportunities to advance your... ...experience. Position Summary: As a Senior Auto Loan Processor/ Funding Specialist,... ...skills and business acumen. Excellent planning, leading, and problem-solving skills...SeniorContract workWork at officeVisa sponsorshipWork visaShift workWeekend workAfternoon shift
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