Wealth Strategy Advisor for High-Net-Worth Clients

A leading financial services firm in New York is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will build strong client relationships and deliver personalized investment solutions. The ideal candidate has at least 2 years of experience in a Financial Advisor role and holds necessary licenses such as Series 7 and Series 66. Success in this role is defined by your ability to educate and support clients in managing their investments while embracing digital technology. #J-18808-Ljbffr