Private Client Advisor: Wealth Management & Planning

A leading financial institution in Corvallis seeks a Private Client Advisor to offer personalized financial planning. You will support clients by providing comprehensive investment solutions and coaching. Ideal candidates will have at least 2 years in a Financial Advisor role and a commitment to client success. Required licenses include Series 7 and Series 66, with CFP certification preferred. Join us in promoting diverse and innovative financial management solutions. #J-18808-Ljbffr