Wealth Advisor for Private Clients

A leading global financial services firm in Massapequa seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions. You will support a diverse clientele, build relationships, and deliver exceptional service while utilizing digital tools. A minimum of 2 years in a Financial Advisor role, strong relationship management skills, and Series 7/66 licenses are required. Preferred qualifications include CFP certification and a bachelor's degree. #J-18808-Ljbffr