About this role
Wealth Management Associate at Inscription Capital. Location: Houston, Texas, United States. Role: partnering advisors, providing service, interacting clients Requirements: Client-facing associate supporting financial advisors with portfolio analysis, account maintenance, meeting prep; strong Microsoft Office skills (Excel, PowerPoint); college degree preferred. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Excel, Microsoft PowerPoint, eMoney Commitment: Full Time Workplace: Onsite Languages: English