Private Client Advisor - Wealth Planning & Digital Solutions

A global financial services firm in San Antonio is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The ideal candidate will have at least 2 years in a Financial Advisor role and possess strong relationship management skills. Responsibilities include delivering personalized investment solutions and educating clients on investment technology. This role emphasizes client engagement and support, promoting diversity and inclusion within the team. #J-18808-Ljbffr