Position Overview The Financial Planning Operations Director is responsible for overseeing the day-to-day operations... of the financial planning function, ensuring delivery of consistent, high-quality client experience. This role will lead...
Coordinator plays a critical role in delivering an exceptional, high-touch client experience at Verde Wealth Group & Wealth... trust placed in a financial advisory relationship. Key Responsibilities Client Experience & First Impressions Serve...
Overview Wealth Development Strategies and Verde Wealth Group are independent Registered Investment Advisory firms... located in Houston, TX. We specialize in helping clients work toward financial independence, preserve wealth, and plan...