Wealth Planning & Client Relationship Advisor

A leading financial services firm in New York is looking for a Private Client Advisor to offer comprehensive financial planning and advice. In this role, you will engage with a diverse clientele, helping them with their financial needs while fostering relationships. Candidates should have at least 2 years of experience in a Financial Advisor role, along with necessary licenses including Series 7 and Series 66. The firm values diversity and offers a competitive rewards package. #J-18808-Ljbffr