Wealth Advisor (CFP or CFA Charter holder)
- Employer
- Crestmont Private Wealth
- 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
- Industry Sector
- Private Wealth Management Firm
- 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.