Wealth Strategy Architect (Tax Planner)
U.S. Capital Wealth
U.S. Capital Wealth, a Houston-based wealth management firm, seeks a Wealth Planning & Tax Strategist to deliver tax planning, financial planning, and wealth strategy solutions for clients. You will partner with Financial Advisors to identify opportunities and enhance the client experience. Responsibilities include collaborating on comprehensive planning strategies, meeting with clients, and coordinating with accountants and attorneys to implement tax-efficient plans while supporting business #J-18808-Ljbffr U.S. Capital Wealth
Vacancy posted more than 2 months ago
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