Private Wealth Advisor — Holistic Planning & Growth

A leading financial services firm is seeking a Private Client Advisor in Appleton, Wisconsin. This role involves providing comprehensive financial planning to a diverse client base. Responsibilities include building client relationships, delivering personalized investment solutions, and aiding in financial goals. Ideal candidates will have at least 2 years of experience and necessary licenses including Series 7 and 66. The company offers a competitive rewards package and emphasizes diversity and inclusivity in the workplace. #J-18808-Ljbffr