Your Financial Future.  Our Capable Hands

CONNECT

Address:

4203 Montrose Blvd., 5th Floor
Houston, TX 77006

Phone:

(713) 561 - 8100

Fax/Other:

(713) 621 - 5327

Career Opportunities

At Wealth Development Strategies LLC, we're not just committed to growing our clients' wealth, we're also dedicated to growing our associates' financial planning practices. We believe in professional development and teaming seasoned veterans with new associates to cultivate the next generation of highly-trained and knowledgeable financial advisors. Here, everyone is encouraged to achieve their highest potential and professional fulfillment. 

 

CERTIFIED FINANCIAL PLANNER

Experienced financial planning firm seeks a Certified Financial Planner to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. This is a great opportunity for a high drive advisor who wants to fast-track their knowledge base, income, and client growth.

Responsibilities:

  • Assist with joint work with an established CFP Senior associate.
  • Assess clients' assets, liabilities and overall financial conditions.
  • Network and build relationships with new and existing client base.

Qualifications:

  • Previous experience in banking, financing, or other related fields
  • CFP Certification
  • 3 years' experience
  • Group 1,
  • Series 6 or 7
  • Series 65
  • Familiarity with investment products and services
  • Strong analytical and critical thinking skills

Qualified applicants send resumes to info.plan.wealth@gmail.com

2187029RM-Jul20 

 


MANAGING ASSOCIATE 

Experienced financial planning firm seeks a Managing Associate to join our team! manage the practice of a Senior Associate with a growing practice and a Senior Associate with a large practice. Excellent salary and benefits.

  • The candidate should have significant securities processing experience.
  • Financial planning, processing of life and annuity business is a plus.
  • The candidate must have at least 10 years of experience
  • securities licensed
  • A CFP license is a strong plus.

 

Qualified applicants only please send your resume to info.plan.wealth@gmail.com

2187088RM-Jul20

 

If you are interested and do not see a position above please send your résumé and a cover letter discussing your qualifications and experience.

Devaron M. Yates M
anaging Director & COO

Wealth Development Strategies, LLC
4203 Montrose Blvd. 5th Floor
Houston, TX  77006

Phone: (713) 561-8119

Email:  Devaron_Yates@wealthdevelopmentstrategies.com

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck