Senior Wealth Planning Lead
JCW Group
JCW Group is seeking an experienced Wealth Management Planning Manager in The Woodlands, Texas. In this hands-on role, you’ll supervise financial planners and be directly involved in client plan development. Responsibilities include managing workflows, preparing financial plans, and participating in client meetings. Ideal candidates will have CFP certification, 7+ years of relevant experience, and strong knowledge of financial planning strategies. #J-18808-Ljbffr
Vacancy posted 4 days ago
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