Private Client Advisor, Wealth Planning & Relationships

A global financial institution is seeking a Private Client Advisor in Houston, Texas. The successful candidate will provide comprehensive financial planning and investment solutions to a diverse clientele, focusing on relationship management and client education. With a requirement for licenses such as Series 7 and 66, this role emphasizes integrity, client acquisition, and maintaining client relationships. Preferred qualifications include a Bachelor's degree and CFP certification. This position offers an opportunity to work in a dynamic and supportive environment. #J-18808-Ljbffr