rockbridge search recruitmentHouston, TX
Senior Financial Planner Holistic Wealth & Legacy
Senior Financial Planner Holistic Wealth & Legacy
Senior Financial Planner Holistic Wealth & Legacy
rockbridge search recruitmentHouston, TX
9 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)RockBridge Search & Recruitment in Houston, TX seeks a seasoned Financial Planner to guide individuals, families, and business owners through retirement, investments, and estate planning. You will act as a trusted advisor, building lasting client relationships and delivering wealth strategies beyond numbers.
The ideal candidate holds a Finance-related degree, 5+ years in wealth management or private banking, and FINRA licenses.
Also on the board Same function, level within a rung
Level
Senior
Location
Houston, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
9 days ago