Linscomb & Williams-posted about 1 year ago
Full-time • Senior
Onsite • Houston, TX
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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The Wealth Advisor III at Linscomb & Williams is a senior role focused on managing a well-established client book while providing strategic and tactical leadership in wealth management. This position emphasizes proactive client engagement, business development, and mentoring of junior advisors. The Wealth Advisor III is expected to operate with a high degree of autonomy, ensuring that clients' holistic financial plans are developed and implemented effectively.
