Private Client Advisor: Holistic Wealth Planning

A leading financial services firm in California is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role focuses on building relationships and delivering personalized investment solutions. Candidates should have at least 2 years of experience in a financial advisory role and possess relevant licenses. This position embraces digital innovations to enhance client engagement and confidence, all while promoting diversity and inclusion. #J-18808-Ljbffr