Private Client Advisor - Wealth Planning & Digital Solutions

A leading financial services firm is seeking a Private Client Advisor to provide personalized financial planning and investment solutions. You will engage with a diverse client base, offering tailored advice while leveraging technology to enhance their investment management experience. Preferred qualifications include a Bachelor’s degree and CFP certification, while a valid Series 7 and Series 66 license are required. The role focuses on client acquisition and relationship management in a supportive environment. #J-18808-Ljbffr