Private Client Advisor: Wealth Planning & Digital Solutions
Listed on 2026-10-18
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
J.P. Morgan Chase in Ohio is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families.
You will build trusted relationships, provide investment solutions, and coordinate with partners to deepen client engagement. The role requires at least 2 years in financial advisory, a Series 7 and Series 66 licenses (or to obtain within 60 days), and a life/health LTC license (or to obtain within 60 days).
We invite applications for the Private Client Advisor:
Wealth Planning & Digital Solutions position located in Wintersville, OH, United States.
The position is based in Wintersville, OH, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 85..
We aim to respond to suitable candidates as soon as possible.
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