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Wealth Specialist @ VIC

San Antonio, TXOnsiteFull-timePosted 61 days ago

Opens on the employer's site

About this role

Victory Capital is looking for a Wealth Specialist in their San Antonio, Texas location. As a Wealth Specialist, you will serve as a trusted advisor to both current and prospective clients, helping them navigate investment options that align with their unique financial goals and risk profiles. You will build and deepen client relationships through a personalized approach to their financial journey. By understanding each client's unique goals and objectives, you will identify strategic opportunities within their current portfolio and position investment solutions to help clients achieve long-term financial success.

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Wealth Specialist at VIC | ResuMinder Jobs