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Private Client Advisor, Wealth Planning & Relationships

Job in Canal Winchester, Fairfield County, Ohio, 43110, USA
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
Location: Canal Winchester

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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