Private Client Advisor: Holistic Wealth & Digital Guidance

A leading financial services firm in Eureka, CA is seeking a Private Client Advisor to provide tailored financial planning and investment solutions to clients. The ideal candidate will have at least 2 years of experience in financial advising, along with required licenses such as Series 7 and Series 66. Responsibilities include building client relationships, educating clients, and delivering exceptional service. This role offers a competitive salary of $68,640 along with benefits including health coverage and retirement plans. #J-18808-Ljbffr