Private Wealth Advisor | Holistic Planning & Client Growth

A leading financial services firm in Seal Beach is seeking a Private Client Advisor to offer comprehensive financial planning and investment advice. This role includes building a book of business and delivering personalized investment solutions while focusing on deepening client relationships. Ideal candidates should have at least 2 years of experience in a financial advisory role, strong client acquisition skills, and relevant licenses. The company offers a competitive total rewards package with benefits to support employee wellness and development. #J-18808-Ljbffr