Private Client Advisor, Wealth Planning & Relationships

A major financial services firm is seeking a Private Client Advisor in Lake Havasu City to provide comprehensive financial planning and advice to a diverse clientele. The role requires at least 2 years in financial advising, strong client acquisition skills, and various necessary licenses including Series 7 and Series 66. Candidates will foster relationships and deliver personalized investment solutions while maintaining a commitment to client success and integrity. #J-18808-Ljbffr