Oakwell Private Wealth Management
Hiring Company: Oakwell Private Wealth Management
Location: Cedar Park,
Texas
Job Type: Full Time
Salary: Not Specified
Experience Desired: 0 - 2 Years
Last Update: Jul 12, 2024 10:20:56 AM
Full Job Description:
Oakwell Private Wealth Management (OPWM) is a Registered Investment Advisor (RIA) that provides financial planning and investment advisory services to a diverse group of clients. With approximately $500 million in assets under management across 400 households, OPWM stands out for several reasons. All advisors at OPWM are CERTIFIED FINANCIAL PLANNER professionals and fiduciaries. The firm's success is directly tied to its clients' success, and clients benefit from working with a team of advisors rather than just one. OPWM also boasts a robust client service department to ensure timely communication, and they limit the number of client relationships per advisor to 75-100, well below the standard of 200-400.
Hours: Mon - Fri: 9AM - 5PM | Sat - Sun: Closed
Year Establish: 2012
Social:
https://www.facebook.com/oakwellpwm/
https://www.linkedin.com/company/18791996/admin/feed/posts/
Company Type: Not Specified
Contact Name : OakwellPrivate WealthManagement
Contact Phone: 800-556-2593
Contact Email :
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