wealth strategist role - Dallas, TX - beBeeFinancialStrategy

    beBeeFinancialStrategy
    beBeeFinancialStrategy Dallas, TX

    3 days ago

    Job title: Wealth Strategy

    Description

    Private Banking Opportunity

    • Create and implement tailored financial strategies that meet the needs of high net worth individuals, including asset management and wealth growth plans
    • Foster long-term relationships with existing clients through proactive communication and personalized service
    • Demonstrate expertise in portfolio management, risk assessment, and investment advice

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