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Wealth Management Personal Advisor: Virtual & In-Person
Job in
Westerville, Delaware County, Ohio, 43082, USA
Listed on 2026-01-02
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is looking for a Personal Advisor to develop personalized financial plans for clients. You will work in a team environment, helping clients navigate their finances through scheduled appointments and custom advising. Candidates should have a Series 7 license and preferably a Bachelor's degree, along with experience in financial planning. The role offers competitive compensation and promotes diversity and inclusion within the workplace.
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