Private Client Advisor, Wealth Planning & Relationships

A leading financial services firm seeks a Private Client Advisor in Riverhead, NY to deliver personalized financial planning and investment solutions. You will be responsible for building and maintaining client relationships and providing holistic financial coaching. Candidates must have a valid Series 7 license, be goals-oriented, and demonstrate a strong commitment to client success. Preferred qualifications include a Bachelor's degree and CFP® certification. This role emphasizes digital innovations to enhance client engagement. #J-18808-Ljbffr