Private Client Advisor – Foster City Area

A leading financial services firm in California is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will build relationships with clients, offering personalized investment solutions while fostering team success. The ideal candidate requires at least 2 years in a Financial Advisor role, a valid Series 7 license, and bilingual skills in Chinese Mandarin or Cantonese. This role emphasizes relationship management and a passion for technology to educate clients on their financial options. #J-18808-Ljbffr