Junior Financial Advisor, Wealth Planning & Client Growth
TalentLink Solutions
TalentLink Solutions seeks a Junior Financial Advisor in San Antonio, Texas. This role involves maintaining client relationships and providing comprehensive support to the advisory team, including data preparation and analysis for financial planning. Ideal candidates will have over 3 years of relevant experience, a Bachelor’s degree in finance or a related field, and necessary securities licenses. Strong communication and analytical skills are essential, as well as proficiency in CRM software and MS Office. #J-18808-Ljbffr TalentLink Solutions
Vacancy posted 3 days ago
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BOK Financial
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