A global financial services firm in Santa Ana seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients. The role emphasizes strong relationship management, with at least 2 years of financial advising experience required. Successful candidates will hold valid Series 7 and Series 66 licenses, with a preference for a bachelor’s degree. The position offers a competitive compensation package and the chance to make a positive impact on clients' financial lives.
#J-18808-Ljbffr
#J-18808-Ljbffr