Private Client Wealth Advisor Associate

A leading financial services firm in San Antonio is seeking an individual to support Advisors by managing operational tasks and client relationships. You will be responsible for facilitating account openings, aiding in wealth planning, and ensuring timely performance reports. The ideal candidate must possess a valid Series 7 and be capable of maintaining compliance requirements. This role offers a comprehensive benefits package and opportunities for professional growth. #J-18808-Ljbffr