Private Client Advisor - Wealth Planning & Digital Solutions

A major financial services firm in Traverse City is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The ideal candidate will have at least 2 years of experience in a financial advisor role, excellent relationship management skills, and relevant licenses such as Series 7 and Series 66. This role emphasizes building client relationships and delivering personalized services in a diverse and inclusive environment. #J-18808-Ljbffr