Private Client Advisor, Wealth Planning & Relationships

A leading financial services firm in New York is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role involves building client relationships and delivering personalized investment solutions. Ideal candidates should have at least 2 years in a Financial Advisor role, a valid Series 7 and 66 licenses, and a passion for helping clients achieve their financial goals. The firm offers a competitive salary and a comprehensive benefits package. #J-18808-Ljbffr