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Senior Financial Advisor & Personal Planning Expert
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-07-10
Listing for:
The Erika Grant Team with Primerica
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
The Erika Grant Team with Primerica in the United States is looking for an experienced financial advisor dedicated to helping clients achieve their financial goals. The ideal candidate will possess a CPA or CFP certification, alongside a Bachelor’s degree in finance or related field.
This role involves researching financial strategies, establishing client relationships, providing exceptional customer service, and designing customized financial plans. Compensation for this position is $50,000 per year.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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