wealth manager

Confidential

<div>
 <p>
  <strong>
   About the Role
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  This role is responsible for managing and expanding relationships, delivering tailored investment solutions, and driving AUM growth through client acquisition and portfolio development.
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  <strong>
   Key Responsibilities
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 <ul>
  <li>
   Lead and manage relationships with high-value clients, providing bespoke investment advisory
  </li>
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   Drive AUM growth through new business development and deepening existing relationships
  </li>
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   Oversee portfolio management aligned with client objectives and risk profiles
  </li>
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   Present investment opportunities, product strategies, and performance updates with clarity
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   Ensure full adherence to CMA regulations and internal policies
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   Support strategic planning, budgeting, and overall function performance
  </li>
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  <strong>
   Experience/Requirements
  </strong>
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 <ul>
  <li>
   Bachelor&rsquo;s degree in Finance, Economics, or related field (Master&rsquo;s preferred)
  </li>
  <li>
   12&ndash;15+ years of experience in a financial or banking institution, with a strong background as a Relationship Manager or similar client-facing investment role
  </li>
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   Preferred: Experience in Wealth Management or a similar profession in the Middle East Market.
  </li>
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   Proven experience managing HNW/UHNW clients and family offices
  </li>
  <li>
   Strong knowledge of investment products, portfolio management, and financial markets
  </li>
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   Exceptional communication and influencing skills
  </li>
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   Strategic mindset with leadership experience at a senior level
  </li>
 </ul>
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  <strong>
   Key Skills
  </strong>
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   Wealth &amp; Portfolio Management
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   Client Relationship Management
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   Financial Analysis &amp; Risk Assessment
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   Business Development &amp; AUM Growth
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   Stakeholder Management
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   Communication &amp; Influencing
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 </ul>
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</div>


Director Wealth Management

Alyassia Properties

<p>Key Requirements:</p><p><b>(International / European environment)</b></p><p>- Minimum 20+ years of professional experience at a senior level</p><p>- 10&ndash;15+ years in executive leadership roles (CEO / CIO / Managing Director / Partner level)</p><p>- Proven track record in managing large-scale investment portfolios and global assets</p><p>- Deep expertise in investment strategy, capital allocation, and wealth preservation</p><p>- Strong experience working with family offices or ultra-high-net-worth individuals</p><p>- Advanced knowledge of governance, investment funds, and cross-border financial structures</p><p>- Excellent strategic thinking and long-term wealth planning capabilities</p><p>- Proven leadership in managing multidisciplinary teams and international advisors</p><p>- High level of discretion, professionalism, and diplomatic skills</p><p>- Strong international exposure and ability to operate across jurisdictions</p><p>- Advisory mindset with strong executive presence and sound judgment</p><p><b>Qualifications &amp; Certifications:</b></p><p>- Bachelor&rsquo;s degree in finance, Economics, Business Administration, or a related field (Master&rsquo;s degree preferred)</p><p>- MBA or equivalent postgraduate qualification is highly desirable</p><p>- Professional certifications such as CFA (Chartered Financial Analyst), CPA (Certified Public Accountant), or equivalent are a strong advantage</p><p>- Additional certifications in investment management, corporate governance, or wealth management are preferred</p><p>Job Type: Full-time</p><p>Work Location: In person</p>

Head of Private Family Office

Morgan Stanley

<div><p>Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
</p><p></p><p>As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
</p><p></p><p>Outsourced Chief Investment Officer (&ldquo;OCIO&rdquo;) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management.
</p><p></p><p><b>Responsibilities:
</b></p><p></p><ul><li>Help Senior Portfolio Managers build and manage client portfolios, which includes development of the investment policy statement, customized portfolio construction, manager selection, portfolio implementation, ongoing portfolio rebalances and periodic client reviews and updates
</li><li>Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space
</li><li>Maintain ongoing and proactive monitoring of account positioning
</li><li>Gain full functional knowledge of Morgan Stanley&rsquo;s proprietary portfolio management tools
</li><li>Participate in OCIO meetings and calls and get full understanding of OCIO market strategy and portfolio positioning.
</li><li>Help Senior Portfolio Managers develop portfolios and market content for finals presentations
</li><li>Manage outflows, inflows on accounts and make sure that capital calls on the illiquid side of the portfolios are matched
</li><li>Interface and support the connectivity with internal and external partners including research, trading, operations, product specialists, third party vendors and custodians
</li></ul><p></p><p><b>Knowledge and Skills Required:
</b></p><p></p><ul><li>3+ years of experience servicing pensions and/or government entities, or other institutions in a wealth management or investment consulting capacity
</li><li>Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
</li><li>Experience and knowledge in global capital markets, technical expertise across asset classes.
</li><li>Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution.
</li><li>Proficiency in Microsoft Office including Excel and PowerPoint
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Strong organizational and project management skills
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Proactive &amp; hard working with strong professional accountability
</li><li>Exemplary verbal and written communication skills
</li><li>Undergraduate degree is required
</li><li>CFA, CAIA and other professional designations are preferred.
</li><li>FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 180 days of hire (additional licensing may be required)
</li></ul><p></p><p><b>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
</b></p><p></p><p>At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
</p><p></p><p>To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
</p><p></p><p>Expected base pay rates for the role will be between $105,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
</p><p></p><p>Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
</p><p></p><p>It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
</p><p></p><p>Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</p></div><p></p>

OCIO PM Taft Hartley / Government Analyst - Global Investment Office, Assistant Vice President

Prudential

<p><b>Job Overview</b><br/>We are seeking a knowledgeable and motivated Financial Advisor to join our team. In this role, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals through comprehensive planning and investment strategies. The ideal candidate will possess a strong understanding of financial concepts, exceptional analytical skills, and the ability to build lasting relationships with clients.</p><p><b>Responsibilities</b></p><ul><li>Conduct thorough research to stay updated on market trends and financial products.</li><li>Develop personalized financial plans that address clients' needs and objectives.</li><li>Provide advice on investment strategies, asset allocation, and wealth management.</li><li>Assist clients with cash management and budgeting strategies.</li><li>Ensure compliance with securities law and regulatory requirements in all client interactions.</li><li>Utilize financial software to analyze client portfolios and recommend adjustments as needed.</li><li>Maintain accurate records of client interactions and transactions for reporting purposes.</li><li>Build and maintain strong relationships with clients through regular communication and follow-ups.</li></ul><p><b>Experience</b></p><ul><li>Proven experience in financial sales or public accounting is preferred.</li><li>Strong understanding of financial analysis techniques and wealth management principles.</li><li>Proficiency in math and the ability to interpret complex financial data effectively.</li><li>Familiarity with securities law and regulatory compliance is an asset.</li><li>Experience using financial software for analysis and reporting is highly desirable.</li></ul><p>If you are passionate about helping clients achieve their financial dreams while working in a dynamic environment, we encourage you to apply for this exciting opportunity as a Financial Advisor.</p><p>Job Type: Full-time</p><p>Pay: $50,000.00 - $101,740.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Flexible schedule</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Professional development assistance</li><li>Referral program</li><li>Retirement plan</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Financial Advisor

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><p>
Job Profile Summary</p><p>
Provide strategic leadership for the achievement of business unit objectives in line with Fidelity&rsquo;s overall mission and objectives. Design and implement wealth management, trust and estate planning to individuals. Direct the team to ensure the delivery of an exemplary client experience to promote client loyalty.</p><p>
Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.</p><p><b>
The Expertise We&rsquo;re Looking For</b></p><ul><li>
FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire</li><li>
Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings</li><li>
A sound understanding of the Broker/Dealer and RIA marketplace</li><li>
Bachelor&rsquo;s Degree required</li></ul><p><b>
The Purpose of Your Role</b></p><p>
This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.</p><p><b>
The Skills You Bring</b></p><ul><li>
Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance</li><li>
Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products</li><li>
Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs</li><li>
An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results</li></ul><p><b>
Note: Fidelity is not providing immigration sponsorship for this position</b></p><p><b>
The Value You Deliver</b></p><ul><li>
You are helping families grow and protect their assets by:</li><li>
Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer</li><li>
Developing a comprehensive wealth and financial plan intended to organize the client&rsquo;s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy</li><li>
Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities</li><li>
Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning</li><li>
Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience</li></ul><p><b>
How Your Work Impacts the Organization</b></p><p>
Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3>
Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader"><b>
Category:</b></h3>
Sales<p>
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.</p><p>
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p></div>

VP, Private Wealth Management Advisor - Charlotte, NC

Equitable Advisors

<div><div><p><b>Financial Professional - TN, Nashville (5245)</b></p>
 (26000080)</div><div><b>
Primary Location</b> <b>:</b> UNITED STATES-TN-Franklin</div><div><b>
Organization</b> <b>:</b> Equitable Advisors</div><div></div><div><p><b><br>
Equitable Advisors</b> is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.</p>
<p><b>
Role Highlights</b></p>
<ul>
<li><b>Client Engagement</b>: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking</li>
<li><b>Financial Strategy Development</b>: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance</li>
<li><b>Product and Service Consultation</b>: Discuss financial products and services tailored to clients' unique situations</li>
<li><b>Location</b>: In-office presence required</li>
<li><b>Work-Life Balance</b>: Flexible schedule to maximize productivity and personal time</li></ul></div><div></div><div><div><b><br>
Skills &amp; Experience</b></div>
<ul>
<li><b>Education</b>: Bachelor's degree or equivalent skills and work experience</li>
<li><b>Licensing</b>: State Life &amp; Health, SIE, Series 7, Series 66</li>
<li><b>Personal Attributes</b>: values-driven with a track record of success and accomplishment</li>
<li><b>Communication Skills</b>: excellent interpersonal and communication abilities with strong self-confidence</li>
<li><b>Mindset</b>: entrepreneurial spirit with a desire to positively impact others' lives</li>
<li><b>Collaboration</b>: ability to work with and learn from top performers</li>
<li><b>Work Authorization</b>: must be authorized to work in the United States</li>
</ul>
<p><b>Training &amp; Development</b></p>
<ul>
<li><b>FINRA Sponsorship</b>: provided for required FINRA licensing</li>
<li><b>Preliminary Employment Period (PEP)</b>: comprehensive 120-day hands-on training</li>
<li><b>Virtual University</b>: access to Equitable Advisors' Virtual University for continuous learning</li>
<li><b>Mentorship</b>: opportunities for joint work and mentorship</li>
<li><b>Personalized Coaching</b>: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed</li>
<li><b>Leadership Development</b>: access to Leadership Development School for those with management ambition</li>
<li><b>Professional Growth</b>: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER&trade; (CFP&reg;), Chartered Financial Consultant (ChFC) and Equitable Advisors&rsquo; own Credentialed Holistic Financial Coach program</li>
</ul>
<p><b>Compensation &amp; Benefits</b></p>
<ul>
<li><b>Sign-On Payment</b>: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP</li>
<li><b>Stable Pay</b>: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management</li>
<li><b>Commissions and Bonus</b>: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.</li>
<li><b>Benefits</b>: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.</li>
</ul>
<p><b>Our Impact &amp; Culture</b></p>
<p>
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like &quot;1,000 Hours of Giving Back,&quot; sponsored by our Women&rsquo;s Network, and &ldquo;Equitable Excellence,&rdquo; which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.</p>
<div>
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI &amp; TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)</div></div></div><p></p>

Financial Professional

Charles Schwab

<p></p><div><p>Westlake, TX
</p><p>Requisition ID 2026-120695</p>
<p>Category Retail Branch</p>
<p>Position type Regular</p>
<p>Pay range USD $165,000.00 - $230,000.00 / Year</p>
<p>Application deadline 2026-05-02</p></div>
<br><div><div><div><p>Your opportunity</p><br>
<p>
*In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities*</p><p>
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s): Westlake, TX</p><p>
At Schwab, you&rsquo;re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us &ldquo;challenge the status quo&rdquo; and transform the finance industry together.</p><p>
As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients&rsquo; wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.</p><p></p><ul><li>
Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs</li><li>
Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores</li><li>
Partner with wealth specialists to offer solutions including banking, lending and trust</li><li>
Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab&rsquo;s Wealth Management offer</li><li>
Develop a customized financial strategy for prospects and existing clients</li><li>
Demonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement</li><li>
Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service.</li></ul><p></p><p>
What you are good at:</p><ul><li>
Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities</li><li>
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives</li><li>
Demonstrates a bias for action and a commitment to achieving sustainable results</li><li>
Able to listen to client&rsquo;s needs and make decisions/take actions that help clients achieve their long-term goals</li><li>
Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab&rsquo;s high standards</li><li>
Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients</li><li>
Able to adjust style of communication to best connect with others</li><li>
Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team</li><li>
Demonstrates personal resilience and a commitment to continually learn</li><li>
Able to remain positive and focused during times of pressure, adversity, or change</li><li>
Actively engages and helps others succeed</li><li>
Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly</li><li>
Flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and oth</li></ul><p>
What you have</p><br>
<p>
To ensure that we have fulfilled our promise of &quot;challenging the status quo,&quot; this role has specific qualifications that successful candidates should have.</p><p>
Highly Preferred Qualifications</p><ul><li>
Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred</li><li>
Bachelor&rsquo;s degree highly preferred</li></ul><p>
Required Qualifications: Must have:</p><ul><li>
Active &amp; valid FINRA Series 7 license</li><li>
Active &amp; valid FINRA Series 66 (63/65) license</li><li>
Active &amp; valid Life &amp; Health insurance</li><li>
7+ years financial services industry experience</li><li>
2+ years Ultra- HNW client experience</li></ul><p></p><div><p><br>
What&rsquo;s in it for you
</p><p>At Schwab, you&rsquo;re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration&mdash;so you can build the skills to make a lasting impact.</p><p>
We offer a competitive benefits package that takes care of the whole you &ndash; both today and in the future:</p><ul><li>
401(k) with company match and Employee stock purchase plan</li><li>
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>
Paid parental leave and family building benefits</li><li>
Tuition reimbursement</li><li>
Health, dental, and vision insurance</li></ul></div><p></p><div><br>
<p></p>
</div></div><div><div><div>Share:</div>
<ul><div><div>Facebook</div></div>
<div><div>LinkedIn</div></div>
<div><div>X</div></div>
<div><div>Email</div></div>
</ul></div></div></div><div><p>Eligible Schwabbies receive</p>
<ul><div><p>Medical, dental and vision benefits</p>
</div><div><p>401(k) and employee stock purchase plans</p>
</div><div><p>Tuition reimbursement to keep developing your career</p>
</div><div><p>Paid parental leave and adoption/family building benefits</p>
</div><div><p>Sabbatical leave available after five years of employment</p></div></ul></div></div>

VP, Senior Wealth Consultant - Ultra High Net Worth- Westlake, TX

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