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Private Wealth Advisor: Holistic Planning & Relationships

Job in Alliance, Stark County, Ohio, 44601, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-01-12
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 financial services firm in Ohio is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will build and maintain client relationships, offer personalized investment solutions, and promote digital confidence among clients. The ideal candidate must have a valid Series 7 license, with preference for those holding a CFP certification. This role includes a competitive total rewards package and strong commitments to diversity and inclusion.
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