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Remote candidate

Rodrigo Jiménez

Financial Advisor | Wealth Management & Financial Planning

Houston, United States Mid level
Contact candidate
Target rolesWealth Manager, Financial Planner
TimezoneAmerica/Chicago
Work eligibilityUnited States, USA
Profile updatedJul 16, 2026
Profile summary

What this candidate is looking for

Financial Advisor | Wealth Management & Financial Planning

Target roles
Wealth ManagerFinancial PlannerMacro StrategistInvestment Research AnalystPortfolio ManagerClient Advisor
Skills
Financial PlanningWealth ManagementPortfolio ManagementAsset AllocationRetirement PlanningIncome PlanningTax-Aware Investment StrategiesClient Relationship ManagementFinancial AnalysisReportingBankingCash ManagementBilingual Client AdvisoryLiquidity and Funding Market AnalysisMarket Regime IdentificationCross-Asset StrategyInvestment Research and CommentaryPortfolio InterpretationTactical Asset AllocationAdvisor CommunicationMacro Framework DevelopmentBilingual Client Advisory (English/Spanish)
Remote preferences
LocationHouston, United States
SeniorityMid level
Salary targetNot shared
Employment typeFull-time, contract, remote