Private Client Advisor - Wealth Planning & Digital Solutions

A leading financial services firm in Texas is seeking a Private Client Advisor to deliver personalized investment solutions and build long-lasting relationships with clients. The role requires 2+ years in a Financial Advisor position and necessary licenses, such as Series 7 and Series 66. This position emphasizes providing a holistic financial coaching approach and championing a culture of diversity within the team. Candidates will enjoy a dynamic work environment committed to client success. #J-18808-Ljbffr