Wealth Advisor

The Woodlands, Houston, Texas 77380
Commensurate with experience
Oct 08, 2020
Nov 07, 2020
Job Role
Wealth Advisor
Employment Type
Full Time
CFP® Certification

The wealth advisor has responsibility for managing existing client relationships, either working with a more experienced advisor or on their own.  The position may be responsible for formulating and implementing advice but may rely on other members of the team to develop recommendations within their individual areas of expertise. All advisor are expected to attempt to solicit new business when the opportunity arises.  The wealth advisor typically have primary responsibility for a group of clients and secondary responsibility for another group of clients.  The wealth advisor typically will participate in client meetings but their attendance will be determined by the Senior Advisor.

Apply for Wealth Advisor

Already uploaded your resume? Sign in to apply instantly


Upload from your computer

Or import from cloud storage

Your Resume must be a .doc, .pdf, .docx, .rtf, and no bigger than 1Mb

4000 characters left

When you apply for a job we will send your application to the named recruiter, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.