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Strategic Private Wealth Advisor - Client & Planning

Job in Lewis Center, Delaware County, Ohio, 43035, USA
Listing for: WealthBridge Financial Group
Full Time position
Listed on 2026-05-18
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
Position: Strategic Private Wealth Advisor - Client Growth & Planning
Location: Lewis Center

Wealth Bridge Financial Group is looking for a results-oriented Private Wealth Advisor to join their team in Lewis Center, Ohio. In this role, you will engage with clients to assess their financial objectives and provide tailored advice, leveraging your expertise in investment opportunities, retirement planning, and wealth management strategies. Strong analytical skills, effective communication, and the ability to build client relationships are essential for success.

The position offers top-tier health coverage and opportunities for career growth.
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