Private Wealth Advisor — Holistic Planning & Growth

A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The ideal candidate will have at least 2 years of experience in a financial advisory role and possess a valid Series 7 and Series 66 license. Responsibilities include building client relationships, offering holistic financial insights, and embracing digital tools to enhance client banking experiences. This role includes a competitive rewards package with various employee benefits. #J-18808-Ljbffr