CFP Wealth Advisor - Client-Centric, In-Office Role

Crestmont Private Wealth in Houston, TX is seeking a full-time Associate Wealth Advisor (CFP). This in-office role is integral to delivering client-centric financial planning services. Ideal candidates will have 3-5 years in client-facing roles, be team players, and possess strong communication skills.The job includes offering investment advice to clients, ensuring quality service, and maintaining a fiduciary approach. Perks include 4% 401k matching, full medical insurance, and generous paid time off.#J-18808-Ljbffr