Unknown Company

Private Client Advisor: Holistic Wealth & Digital Planning

washington, dc • Posted 1 weeks ago
Onsite Full Time Financial Advice & Private Banking
A leading financial services company is seeking a Private Client Advisor in Washington, D.C. to provide comprehensive financial planning and investment advice to clients of varying wealth. The ideal candidate will have at least 2 years of experience in financial services, strong relationship-building skills, and must hold an active Series 7 license. This position offers the opportunity to make a meaningful impact on clients’ financial journeys while embracing diversity and innovation.
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