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Private Client Advisor: Wealth Planning & Digital Guidance

Job in New Philadelphia, Tuscarawas County, Ohio, 44663, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in New Philadelphia is seeking a Private Client Advisor for its Wealth Management team. In this role, you will provide comprehensive financial planning and advice while building lasting client relationships. You will leverage a strong understanding of financial markets and use cutting-edge technology to enhance client experiences. Candidates should have at least 2 years of experience in financial advisory roles, a valid Series 7 and 66 license, and a commitment to client-focused service.

This full-time position also offers competitive compensation and benefits.
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