Private Wealth Advisor — Relationship-Driven Planning

A leading bank is seeking a Private Client Advisor in Westminster, CA, to provide comprehensive financial planning and advice. This role involves building client relationships and delivering personalized investment solutions while ensuring a top-notch investor experience. Candidates should have at least 2 years of financial advisory experience and possess the necessary licenses. The position emphasizes client education and digital engagement to enhance investment monitoring. #J-18808-Ljbffr