Wealth Advisor for Private Clients & Holistic Planning

A leading financial services firm is seeking a Private Client Advisor in Syracuse, NY, to provide comprehensive financial planning and investment solutions. The ideal candidate will have at least 2 years of experience and a strong commitment to client relationships. Responsibilities include building a book of business, fostering teammate success, and engaging clients through innovative financial coaching. A Bachelor's degree and CFP certification are preferred. The company offers a competitive rewards package and values diversity and inclusion. #J-18808-Ljbffr