Private Client Wealth Advisor – Holistic Planning

A leading financial services firm located in Palmdale is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will build a book of business and deliver personalized investment solutions while fostering a culture of diversity and client education. The role requires a minimum of 2 years of experience as a Financial Advisor and active licenses in Series 7 and 66, with strong emphasis on relationship management and a commitment to client success. #J-18808-Ljbffr