About this role
Director of Wealth Management at Cain Watters & Associates, LLC. Location: Frisco, Texas, United States. Role: Strategic leadership, Framework development, Client service Requirements: Bachelor's degree; CFP required; CPA/CFA preferred; 10+ years of wealth management experience including 5+ in a senior leadership role; experience with high-net-worth clients; strong leadership and communication skills. Category: Finance and Accounting Seniority: Senior Level Tools: Financial Planning, Portfolio Management, Tax Planning, Regulatory Compliance Certifications: cfp, cpa, cfa Commitment: Full Time Workplace: Hybrid Languages: English