Wealth Advisor for Private Clients

A leading financial institution in Richmond, Virginia is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The ideal candidate will demonstrate success in client acquisition and maintaining relationships, with at least 2 years in a Financial Advisor role. Responsibilities include building a book of business and educating clients on investment solutions. Required licenses include Series 7 and 66, and a Life Insurance license. This role supports a diverse and inclusive work environment. #J-18808-Ljbffr