Experienced
Advisors
Our proven success systems are tailored to support experienced advisors at all stages of their career, from growth mode to succession.
Summer
Interns
Our 8-week immersive summer internship program provides college juniors and seniors with hands-on experience in the financial services industry.
Administrative
Professionals
Whether, it is in support of an individual advisor or as part of the firm's support teams, we are always looking for quality individuals to join our team.
Long-term relationships that encourage open and effective communication have been the cornerstone of our success
Platinum Wealth Solutions of Texas is looking for quality individuals with a passion for finance and helping others. As a Financial Representative, your role will be to educate and motivate your clients to take action in their financial strategy. Provide your clients with leadership and guidance towards a secure financial future. As a Financial Representative, you are in business for yourself which comes with all the independence and flexibility.
Join our team for access to first-class resources including training, marketing support, mentorship, financial planning support, technology, and more. Our firm is based on an open product platform, allowing you access to comprehensive investment, advisory, and protection products, to help meet your clients' current and future financial needs. Here are some useful resources to help you:
PLATINUM WEALTH SOLUTIONS OF TEXAS AT A GLANCE
Recognition
5-Time Winner*The 2024 Largest San Antonio Financial Planning Firms list is compiled by the San Antonio Business Journal in San Antonio, Texas. Ranking is based on information provided by the financial professional. This includes total number of local staff, types of investments, and assets under management locally among other factors. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
**The 2024 Best Places to Work in San Antonio is issued by the San Antonio Business Journal. Nominees may have applied for the award and winners are chosen through an online survey thatmeasures employee engagement. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higherlevel of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Advisor Support
Our firm strives to distinguish itself in the financial service industry and provides services and support that are distinct to each individual advisor. We believe Platinum Wealth Solutions of Texas' advantages can be summarized through Our Firm's Three Uniques:
- Advisor Growth Support
- Local Leadership Team & Staff Dedicated to Advisor Success
- Competitive Compensation
Learn How Our Firm Supports our Advisors
Apply Today
Elizabeth Valenti, Sr. Vice President of Platinum Wealth Solutions of Texas, LLC, has been in the financial services profession since 2006 helping clients and financial advisors achieve their full potential. Elizabeth is co-owner of the firm and is responsible for leading, managing and attracting new talent to her winning team of advisors and staff.