About this role
Service Wealth Advisor (CFP) at Crestmont Private Wealth. Location: Houston, Texas, United States. Role: service clients, support advisors, retain clients Requirements: CFP; Series 65 or Series 7 and 63 within 60 days; 3-5 years client-facing or analysis; experience with Emoney; strong communication; fiduciary mindset. Category: Finance and Accounting Seniority: Mid Level Tools: Emoney Certifications: cfp, series 65, series 7 and 63 Commitment: Full Time Workplace: Onsite Languages: English