Wealth Advisor for Private Clients | Planning & Tech-Savvy

A leading financial services firm in California seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions to clients. You will build relationships, provide personalized services, and educate clients about financial products. Candidates should have at least 2 years in a Financial Advisor role and possess relevant licenses. This position emphasizes client success and proactive relationship management in a dynamic environment. #J-18808-Ljbffr