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Financial Consultant

Private Client Advisor, Wealth Planning & Relationships

Job in New Albany, Franklin County, Ohio, 43054, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor in New Albany, Ohio. The role focuses on offering comprehensive financial planning and investment solutions to a diverse client base. Candidates must have at least 2 years of experience in financial advising, alongside necessary licenses including Series 7 and Series 66. This position emphasizes relationship management, client education on technology, and delivering tailored services to enhance client satisfaction.

Join a team committed to inclusivity and exceptional service.
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