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Private Client Advisor: Wealth Planning & Client

Job in Alliance, Stark County, Ohio, 44601, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Private Client Advisor: Wealth Planning & Client Growth
A leading financial services firm is seeking a Private Client Advisor in Ohio. In this role, you will deliver personalized investment solutions and build strong client relationships. Applicants should possess at least 2 years of experience in financial advising, exhibit a strong understanding of financial markets, and hold active Series 7 and Series 66 licenses. This position offers an opportunity to educate clients on financial products and digital banking solutions, contributing meaningfully to their financial journeys.
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