Wealth Advisor for Private Clients & Planning

A leading financial services firm in San Antonio is seeking a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions. The role requires a minimum of 2 years in a Financial Advisor position, with a focus on client acquisition and relationship management. Candidates must hold a Series 7 and Series 66 licenses, and a Bachelor's degree is preferred. This position embraces digital innovations and aims to provide an exceptional investor experience while fostering a diverse work environment. #J-18808-Ljbffr