Private Client Advisor - Wealth Planning & Digital Solutions

A leading financial services firm in Austin is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. This role involves building relationships with clients, crafting personalized investment solutions, and educating them on relevant financial tools. Applicants should possess at least 2 years of experience in financial advisory and hold multiple essential licenses, such as Series 7 and Series 66. The position offers the chance to leverage technology and maintain a culture of diversity in service delivery. #J-18808-Ljbffr