Private Client Advisor, Wealth Planning & Relationships

A leading financial institution is seeking a Private Client Advisor to offer comprehensive financial planning and advice. You will assist various clients in building their wealth and will be responsible for providing tailored investment solutions while maintaining strong client relationships. The ideal candidate will have at least 2 years of experience, a Series 7 and Series 66 licenses, and a commitment to achieving client-centric goals. This role fosters a culture of diversity and integrity, ensuring clients receive the best service possible. #J-18808-Ljbffr