Wealth Advisor for Private Clients

A leading financial services firm located in Williamsburg, Virginia seeks a Private Client Advisor. This role requires delivering personalized investment solutions and excellent client relationships. Candidates must have at least 2 years’ experience in financial advisory, a Series 7 license, and a commitment to goals-based planning. Enjoy a supportive culture and the opportunity to educate clients on using technology for better investment management. Join us for a fulfilling career catering to diverse client needs. #J-18808-Ljbffr