Private Client Advisor — Holistic Planning & Digital Investing

A leading financial services firm in Los Angeles is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to a diverse range of clients. The successful candidate will build relationships, deliver personalized solutions, and educate clients on innovative technologies. A strong background in client acquisition and at least two years of relevant experience in financial services is essential for this role, which emphasizes diversity and inclusion in its operations. #J-18808-Ljbffr