Private Client Wealth Advisor – Holistic Planning

A leading financial services firm in New York seeks a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning to individuals and families. Ideal candidates will have at least 2 years in a financial advisor role and possess strong client acquisition capabilities. The role emphasizes building strong client relationships and providing exceptional investor experiences. The company offers competitive rewards, including salary and various benefits. #J-18808-Ljbffr