Job Details

A financial advisory firm is seeking an Associate Wealth Manager based in Dallas, TX, to provide support to clients and advisors while managing projects and maintaining CRM interactions. Candidates must have a Bachelor's degree and have passed CFA Level I or CFP exam. The role involves delivering investment planning services, ensuring client engagement, and developing financial solutions. This full-time role offers remote work flexibility and various benefits such as a generous bonus potential and comprehensive medical coverage.

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