Private Client Advisor: Wealth Planning & Digital Guidance

A leading global financial institution is seeking a Private Client Advisor in California. The role involves offering comprehensive financial planning to a diverse clientele and requires a strong track record in client acquisition and relationship management. Applicants must have relevant licenses including Series 7 and Series 66, along with a passion for helping clients navigate their financial needs. This position promotes a culture of diversity and innovation in financial solutions. #J-18808-Ljbffr