Wealth Management - Licensed Investment Professional

Assist clients with brokerage accounts, discuss IRAs, initiate trades, manage client interactions, and meet regulatory requirements. Hold Series 7 and 63, foster strong partnerships, manage multiple priorities, diagnose and resolve client inquiries, ..

• Date Posted:

  6/26/2024 

• Remote Work Level:

  Hybrid Remote

• Location:

  San Antonio, TX

• Job Type:

  Employee

• Job Schedule:

  Full-Time, Alternative Schedule

• Career Level:

  Experienced

• Travel Required:

  No specification

• Categories:

  Client Services, Banking

• Company:

  Company details here

• Benefits:

  Company Benefits here

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