Private Client Investment Associate - Wealth Management

A leading financial services firm in San Antonio is seeking a Private Client Investment Associate to provide client service and operational support within Wealth Management. This role involves facilitating operational requests, building client relationships, and assisting Advisors with wealth planning. Candidates must possess a valid Series 7 license and must obtain a Series 66 license and Life and Health Insurance license within 60 days of hire. The role requires strong attention to detail and a commitment to compliance. #J-18808-Ljbffr