Our Houston client, an award-winning wealth management firm, is on the lookout for a dedicated Wealth Manager to join their team. Specializing in financial planning and tax services for corporate executives and professionals, this fee-only firm prides itself on its positive company culture and commitment to work-life balance.
As the Wealth Manager, you will take the lead on client relationships, overseeing the preparation and implementation of financial plans and investment strategies independently. Supported by a top-notch financial analysis team, you'll conduct Financial Planning Reviews and provide ongoing guidance and advice to clients throughout the year.
Responsibilities
Qualifications
Benefits
MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.
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