Private Client Advisor — Holistic Wealth Solutions

A leading financial services firm in Concord is seeking a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning. The ideal candidate will have at least 2 years of experience in a financial advisory role and a strong commitment to building client relationships. This position emphasizes integrity and a deep understanding of financial markets, aiming to enhance the client experience through innovative solutions and education. Competitive compensation and a robust benefits package are offered. #J-18808-Ljbffr