About this role
Financial Advisor at Wealth Enhancement Group. Location: Houston, Texas, United States. Role: Managing client relationships, Facilitating financial planning, Conducting annual reviews Requirements: Requires a 4-year degree, advanced designation (CFP, CPA, MBA), Series 7, 66, 65 licenses, and 4+ years of experience in wealth management. Category: Finance and Accounting Seniority: Mid Level Certifications: cfp, cpa, mba, series 7, series 66, series 65, insurances Commitment: Full Time Workplace: Onsite Languages: English