Wealth Planning Associate
U.S. Capital Wealth
U.S. Capital Wealth in Houston, TX, seeks an Associate Advisor or Paraplanner who will partner with Financial Advisors to deliver financial planning and wealth strategy insights for clients. You will gather data, prepare projections and analyses, participate in client meetings, and help align recommendations with client goals, risk tolerance, and regulatory requirements. CFP progress strongly preferred; Series 7/66 licensure target after hire. #J-18808-Ljbffr U.S. Capital Wealth
Vacancy posted 3 days ago
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