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Director (Texas) Wealth Management / Financial Advisor
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Full-time
- Private Wealth Manager Advisor Investment / Trust & Estate Planning
- Assisting our Client, a focused investment management group offering equity solutions.
- Have much more autonomy and a voice regarding how we serve our clients and do business.
- Our investment services can address a wide range of investment objectives for private clients.
- A private Wealth Advisor, a person will play a key role in growing and retaining assets under management in the Houston office, helping with the transition of client relationships.
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