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Wealth Management Advisor: Client Relationships & Plans
Job in
Springboro, Warren County, Ohio, 45066, USA
Listed on 2026-06-18
Listing for:
Fairygodboss
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Banking & Finance -
Sales
Banking & Finance
Job Description & How to Apply Below
Fairygodboss is seeking a Financial Advisor to be based in Dayton, OH at the Lyons Road branch. The role focuses on consulting clients on investment and insurance strategies, developing financial plans, and maintaining client relationships through excellent service.
Candidates should possess a Bachelor's degree, relevant financial licenses, and 2+ years of experience in financial advisory services. The position offers a competitive salary range and various employee benefits.
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