Private Client Wealth Advisor

A global financial services firm is seeking a Private Client Advisor in California to offer comprehensive financial planning and advice. The role involves building client relationships and delivering personalized investment solutions. Ideal candidates should possess at least 2 years of experience as a Financial Advisor, hold a Series 7 and a Series 66 license, and demonstrate strong client acquisition skills. A Bachelor's degree and CFP certification are preferred. Join a team dedicated to exceptional client service and digital innovation. #J-18808-Ljbffr