Focused Wealth Advisor | Client-First Finance
Job in
Dayton, Montgomery County, Ohio, 45444, USA
Listed on 2026-06-18
Listing for:
FPA of Charlotte
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services, Banking & Finance
Job Description & How to Apply Below
FPA of Charlotte is seeking a Wealth Advisor in Dayton, Ohio to enhance client experiences and deliver financial planning solutions. The role involves collaborating closely with other team members to manage client portfolios and provide comprehensive financial strategies.
Qualified candidates will possess a bachelor’s degree in finance/accounting, relevant certifications, and a minimum of 5 years’ experience in financial services. Join a growth-oriented firm dedicated to client success!
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