Private Client Advisor – Wealth Planning & Digital Solutions

A leading financial institution in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to clients. The role demands strong relationship management skills, a deep understanding of financial markets, and a commitment to diversity. Candidates must possess a Series 7 and Series 66 licenses. Ideal for those with a passion for client education and digital innovation. This role offers the opportunity to build a significant book of business and shape client experiences. #J-18808-Ljbffr