Private Wealth Advisor – Relationship & Planning Expert

A leading financial services firm in New York is looking for a Private Client Advisor. In this role, you will offer personalized financial planning to clients, supporting them from initial savings to significant wealth management. Building strong client relationships is central to this position, along with a commitment to ethical advice and excellent service. Candidates should have at least 2 years of experience in financial advisory roles and possess required certifications like Series 7 and 66 licenses. This is an opportunity to make a real impact on client financial success. #J-18808-Ljbffr