Private Client Advisor, Wealth Planning & Relationships

A leading financial services firm based in Austin, Texas seeks a Private Client Advisor to provide comprehensive financial planning and advice to a diverse range of clients. The role requires at least 2 years of relevant experience, and successful acquisition and maintenance of client relationships. With a focus on digital innovations, the selected candidate will embrace technology to enhance client confidence and engagement. Candidates must hold Series 7 and Series 66 licenses, with a preference for those having a CFP® certification. #J-18808-Ljbffr