About this role
Wealth Specialist at Victory Capital. Location: San Antonio, Texas, United States. Role: Manage relationships, Open accounts, Monitor portfolios Requirements: Five-seven years in mutual fund/financial services; Series 6, 7, and 63 licenses (or obtain within 90 days); bachelor's degree in a related field; strong sales and client advisory skills. Category: Sales Seniority: Mid Level Certifications: series 6, series 7, series 63 Commitment: Full Time Workplace: Onsite Languages: English