A leading financial services company is seeking a Private Client Advisor in San Jose, California. The advisor will provide comprehensive financial planning and investment solutions to clients ranging from new savers to high-net-worth individuals. Candidates should have at least 2 years of experience in financial advising and a strong commitment to client relationships and goals-based planning. Licenses such as Series 7 and Series 66 (or 63/65), as well as a Life, Health, and Long Term Care Insurance license, are required.
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