Wealth Planning & Implementation Leader
Naifahouston
Naifahouston is hiring a Director for its Wealth Planning Department in Houston, Texas. This leadership role bridges Wealth Advisors and Client Services, ensuring effective financial planning and implementation. The ideal candidate is a CFP® with strong tax knowledge and at least 8 years of experience in comprehensive financial planning. The role emphasizes planning quality, team mentorship, and integration of tax strategies into client recommendations while fostering a culture of collaboration and innovation. #J-18808-Ljbffr Naifahouston
Vacancy posted 1 day ago
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