Wealth Advisor: Holistic Planning & Digital Solutions

A leading financial services firm located in Avon, CT is seeking a Private Client Advisor. This role focuses on providing comprehensive financial planning and investment solutions to individuals and families. Successful candidates will demonstrate strong relationship management skills and have experience with client acquisition. The position requires valid financial licenses and offers a culture committed to diversity and client service excellence. Competitive compensation and benefits included. #J-18808-Ljbffr