Private Client Advisor, Wealth Planning & Relationships

A leading financial services company located in Williamsburg, Virginia is seeking a Private Client Advisor. This role involves offering comprehensive financial planning and advice to clients from various backgrounds, ensuring exceptional service through personalized investment solutions. Candidates should have at least 2 years of relevant experience, possess a Series 7 and Series 66 license, and demonstrate strong relationship management skills. The position promotes a culture of diversity and innovative digital solutions. #J-18808-Ljbffr