Private Client Advisor - Wealth Planning & Digital Solutions

A prominent financial services firm in Spring, Texas, seeks a Private Client Advisor to deliver exceptional financial planning and investment solutions. Candidates should have at least 2 years of experience as a Financial Advisor, possess strong client acquisition skills, and hold essential licenses such as Series 7 and Series 66. The role emphasizes building relationships and providing comprehensive coaching to clients regarding their financial needs. A Bachelor's degree and CFP® certification are preferred. #J-18808-Ljbffr