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Private Client Advisor, Wealth Planning & Relationships

Job in Wadsworth, Medina County, Ohio, 44282, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm located in Wadsworth, Ohio is seeking a Private Client Advisor to offer comprehensive financial planning and advice. The ideal candidate should have at least 2 years of financial services experience and be skilled in client acquisition and relationship management. You will build a book of business while providing a holistic view of clients’ needs. Required licenses include Series 7, Series 66, and Life, Health and Long Term Care Insurance.

Competitive compensation with opportunities for growth.
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