Wealth Strategy Associate: Craft Custom Investment Solutions

A global financial services provider seeks a Senior Wealth Strategy Associate in Houston, Texas. The role focuses on assisting financial advisors to develop customized asset allocation strategies and providing analytical support to enhance client relationships. Candidates should possess a Bachelor's degree in finance, preferably hold Series 7 and 66 licenses, and have around 4 years of relevant client service experience. This full-time position is ideal for those looking to contribute to high net worth client solutions. #J-18808-Ljbffr