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Private Client Wealth Advisor - Planning & Relationships

Job in Fredericksburg, Stafford County, Virginia, 22403, USA
Listing for: Leading Age Virginia
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. The role involves building client relationships, delivering personalized investment solutions, and educating clients on technology. Candidates should have at least 2 years of relevant experience, a Series 7 license, and a commitment to diversity. This position offers a competitive rewards package and opportunities for professional growth.
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