Wealth Advisor

Cain Watters & Associates, LLC · Frisco, TX

Apply on the employer’s site Open in Atlas

About this role

Summary/Objective Reporting to a Partner and the Director of Wealth Management, the Wealth Advisor is responsible for managing a group book of client relationships, delivering comprehensive financial planning and investment advisory services. This role is ideal for a credentialed professional (CFP® or CPA) with a solid foundation in financial planning who is ready to take greater ownership of…

Excerpt only. The full posting is on the employer’s careers site.

More jobs at Cain Watters & Associates, LLC

• Tax Internship - Spring 2027
  Cain Watters & Associates, LLC · Frisco, TX · $22 per hour
• Mergers & Acquisitions Analyst - 7 Pillars
  Cain Watters & Associates, LLC · Frisco, TX · $70,000 – $90,000 per year
• Client Relationship Manager
  Cain Watters & Associates, LLC · Frisco, TX · $90,000 – $100,000 per year
• Executive Administrative Assistant
  Cain Watters & Associates, LLC · Frisco, TX · $36 – $43 per hour
• Associate Financial Planner Intern - Spring 2028
  Cain Watters & Associates, LLC · Frisco, TX · $30 per hour

More jobs in Texas