Job description
**Private Client Advisor**
The Private Client Advisor delivers extensive financial planning and investment guidance to individuals and families while establishing and growing a client portfolio. This role focuses on enhancing client connections through tailored solutions and encourages the utilization of the firm’s digital tools and offerings. Applicants should possess a minimum of 2 years of experience in the financial services sector and must hold current Series 7 and Series 66 (or 63/65) licenses. Additionally, a Life, Health, and Long-Term Care Insurance license is mandatory, and a bachelor’s degree is highly regarded.
