RWR Enterprises Inc.
Director (Houston Texas) Wealth Management / Financial Advisor
RWR Enterprises Inc., Houston, Texas, United States, 77246
Private Wealth Manager Advisor Investment / Trust & Estate Planning
Houston, TXAssisting our Client, a focused investment management group offering equity solutions. An innovative, respected firm that serves a prestigious client base with a very collaborative culture. Employees have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior leadership. It is a large enough firm to be innovative, enabling quick answers and a very client-focused approach.Our investment services can address a wide range of investment objectives for private clients, with unique investment capabilities in the U.S. and growing markets. A Private Wealth Advisor will play a key role in growing and retaining assets under management in the Houston office, assisting with the transition of client relationships and managing key client relationships to ensure accounts are properly serviced.Responsibilities
A Private Wealth Manager Advisor Investment / Trust and Estate Planning will:Play a key role in growing and retaining assets under management in the Houston office.Assist with the transition of client relationships.Manage key client relationships ensuring accounts are properly serviced.Requirements
5+ years of proven experience managing investment relationships.If interested in learning more, send an updated resume to
ckennedy@rwr.com .
#J-18808-Ljbffr
Houston, TXAssisting our Client, a focused investment management group offering equity solutions. An innovative, respected firm that serves a prestigious client base with a very collaborative culture. Employees have much more autonomy and a voice regarding how we serve our clients and do business. Able to speak directly with our CEO and senior leadership. It is a large enough firm to be innovative, enabling quick answers and a very client-focused approach.Our investment services can address a wide range of investment objectives for private clients, with unique investment capabilities in the U.S. and growing markets. A Private Wealth Advisor will play a key role in growing and retaining assets under management in the Houston office, assisting with the transition of client relationships and managing key client relationships to ensure accounts are properly serviced.Responsibilities
A Private Wealth Manager Advisor Investment / Trust and Estate Planning will:Play a key role in growing and retaining assets under management in the Houston office.Assist with the transition of client relationships.Manage key client relationships ensuring accounts are properly serviced.Requirements
5+ years of proven experience managing investment relationships.If interested in learning more, send an updated resume to
ckennedy@rwr.com .
#J-18808-Ljbffr