Private Client Advisor, Wealth Planning & Relationships

A leading financial institution in Texas seeks a Private Client Advisor to provide financial planning and personalized investment solutions. You will help clients from all wealth backgrounds by building relationships and delivering exceptional service. The role requires experience in client acquisition, and candidates must hold active Series 7 and 66 licenses. Join a diverse team and leverage technology to enhance the client experience, amidst a strong commitment to integrity and client education. #J-18808-Ljbffr