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Your Brain and Your Career
In-House
Grapevine, TX, United States
Private Wealth Advisor
Attorney
Company Review
5-7 yrs required
Full-time
No
Training and development, career growth, inclusive work environment
Bachelors and an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.)
specifically, the advisor is responsible for managing client relationships including ongoing financial planning (as agreed upon with each client), education, and coaching with a focus on achieving the client’s long-term financial goals
Legal
Apr 16, 2024
Jul 30, 2024
Additional info
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