Mass Affluent Private Client Advisor - Financial Planning

A financial services company is seeking a Private Client Advisor in Plattsburgh, NY. The Advisor will serve Mass Affluent clients, providing investment solutions and fostering relationships with existing clients. This role emphasizes a consultative approach to sales and financial wellness, targeting clients with significant investable assets. Applicants should be equipped with a High School Diploma or equivalent experience, with licenses required upon hiring. A collaborative team environment is fostered, with ongoing professional development opportunities. #J-18808-Ljbffr