More jobs:
Private Client Advisor, Wealth Planning & Relationships
Job in
Canal Winchester, Fairfield County, Ohio, 43110, USA
Listed on 2026-01-07
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales
Job Description & How to Apply Below
A leading global financial services firm is seeking a Private Client Advisor in Canal Winchester, OH. The role involves providing comprehensive financial planning and advice to a diverse client base, from beginners to significant wealth holders. Responsibilities include fostering relationships, delivering personalized investment solutions, and educating clients on digital tools. The ideal candidate will have at least 2 years of financial advisory experience, along with necessary licenses including Series 7 and 66.
This position offers a dynamic work environment focused on relationship management and client success.
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