- City National Bank (Houston, TX)
- …* Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and ... * Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24… more
- Robert Half Finance & Accounting (Houston, TX)
- …to assist clients in tax planning and minimizing tax liabilities. + Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of ... * Bachelor's degree in Finance, Accounting, Economics, or related field. * CFP Designation * Proficiency in financial planning and strategy. * Knowledge of… more