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Wealth Advisor Private Clients
Job in
Rocky River, Cuyahoga County, Ohio, 44116, USA
Listed on 2026-02-06
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor in Rocky River, Ohio. In this role, you will provide comprehensive financial planning and advice tailored to clients' needs. Ideal candidates will have at least 2 years of financial advising experience and a strong background in client acquisition and relationship management. This position also requires a Series 7 and 66 licenses, with a focus on delivering personalized investment solutions.
The firm values diversity and embraces digital innovations to enhance client interactions.
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