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Financial Consultant Financial Advisor

Wealth Advisor - Private Clients & Financial Planning

Job in Troy, Miami County, Ohio, 45373, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-01-05
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading global financial services firm is seeking a Private Client Advisor in Troy, Ohio. In this role, you will provide comprehensive financial planning and advice to individuals and families, focusing on building strong relationships and delivering exceptional client experiences. You will be responsible for acquiring and managing a book of business, demonstrating expertise in financial markets. A valid Series 7 and Series 66 license are required, along with a passion for educating clients about their investments and innovative solutions.
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