Wealth Advisor (CFP or CFA Charter holder)

Location
Houston, Texas (US)
Salary
Salary plus bonus, medical, dental, vision, 401k. Salary commensurate with experience 75k starting
Posted
May 31, 2023
Closes
Jun 30, 2023
Job Function
Wealth Management
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

Seeking resumes for a CFP and/or CFA charter holder to interview for our growth needs in client servicing, trading operations, advisory, and business development as we grow our team.  Crestmont is a mission led, core values focused, team approach to client centric service.  For more details on Crestmont see our website at www.crestmontpw.com

We are an equal opportunity employer.

  • You need to sign in to save