Holistic Private Wealth Advisor

A leading financial institution in San Jose seeks an experienced Private Client Advisor to provide comprehensive financial planning and personalized investment solutions. You will build client relationships, educate on financial technology, and support a diverse team while achieving organizational goals. The ideal candidate has at least 2 years of relevant experience, holds Series 7 and 66 licenses, and demonstrates a strong commitment to client success. #J-18808-Ljbffr