About this role
Vice President of Wealth Management at Jscfcu. Location: Houston, Texas, United States. Role: Lead strategy, Develop roadmap, Mentor advisors Requirements: Lead wealth management program, manage advisors, ensure regulatory compliance, drive growth and profitability. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, CRM, Office 365, financial planning software Certifications: series 7, series 63, series 65/66, texas life and health insurance, series 24, certified financial planner (cfp) Commitment: Full Time Workplace: Onsite Languages: English