Private Client Advisor - Wealth Planning & Digital Solutions

A leading financial services firm based in San Antonio is seeking a Private Client Advisor to offer comprehensive financial planning to individuals and families. This role requires a deep understanding of financial markets and exceptional relationship management skills. Candidates must have at least 2 years of experience in a financial advisory role and hold relevant licenses such as Series 7. A Bachelor's degree and CFP certification are preferred. This position emphasizes a client-centric approach and offers opportunities for professional growth. #J-18808-Ljbffr