Private Client Advisor, Wealth Planning & Relationships

A leading financial services firm in Houston is looking for a Private Client Advisor to deliver comprehensive financial planning and investment solutions to clients. This role requires at least 2 years of financial advisory experience and valid licensure. Responsibilities include building client relationships, providing financial coaching, and educating on digital tools. A Bachelor’s degree is preferred, along with proficient client acquisition skills. Join a team dedicated to exceptional client experiences and a commitment to diversity. #J-18808-Ljbffr