Private Client Advisor - Wealth Planning & Digital Solutions

A leading financial services firm in North Carolina is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to clients. The ideal candidate will have at least 2 years of experience in financial advising, along with relevant certifications and licenses. Responsibilities include building client relationships and providing a holistic view of their financial needs. This role emphasizes diversity and education, helping clients navigate their investments effectively. #J-18808-Ljbffr