Private Client Advisor, Wealth Planning & Relationships

A leading financial services firm is seeking a Private Client Advisor to offer comprehensive financial planning and advice. The role focuses on providing personalized investment solutions and requires expertise in client acquisition and relationship management. Candidates must have at least 2 years in a financial advisor role and hold necessary licenses including Series 7 and Series 66. Join a firm dedicated to diverse client needs and exceptional service in Closter, New Jersey. #J-18808-Ljbffr