Wealth Planner & Personal Advisor

A leading global financial services provider is seeking a Personal Advisor to create custom financial plans for clients. The role involves meeting clients primarily through video or phone appointments and matching them with tailored investment portfolios. Candidates should have relevant financial services experience and possess necessary licenses. This position emphasizes relationship building and requires expertise in investments, banking, and planning. Join a dynamic team that values exceptional service as a core commitment. #J-18808-Ljbffr