PWM Wealth Advisor – Texas

Job Summary

A company is looking for a PWM Private Wealth Advisor in Remote, TX.

Key Responsibilities:

• Provide financial advice and guidance to clients on wealth management strategies
• Develop and maintain client relationships to understand their financial goals and objectives
• Create customized financial plans and investment strategies based on client needs

Required Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or related field
• Certified Financial Planner (CFP) designation
• Series 7 and 66 licenses
• Minimum of 5 years of experience in financial planning or wealth management
• Demonstrated track record of successfully managing high net worth client relationships