Wealth Client Advisor | Holistic Financial Planning

A leading financial services firm in San Jose seeks a Private Client Advisor to provide comprehensive financial planning to individuals and families. This role emphasizes strong client relationships, investment solutions tailored to diverse needs, and a commitment to fostering diversity and inclusion. Ideal candidates have at least 2 years of experience in financial advisory, valid financial licenses, and a passion for educating clients on financial technology. #J-18808-Ljbffr