Private Client Advisor, Wealth Planning & Relationships

A global financial services firm in Houston seeks a Private Client Advisor to provide comprehensive financial planning and advice. You'll support clients from diverse backgrounds, offering personalized investment solutions and fostering client relationships. Ideal candidates have at least 2 years in finance, strong skills in client acquisition, and hold required financial licenses. This role emphasizes relationship management and education in financial technology, contributing to a diverse and inclusive work culture. #J-18808-Ljbffr