Wealth Advisor Private Clients
Job in
Chardon, Geauga County, Ohio, 44024, USA
Listed on 2026-02-06
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services firm in Ohio is seeking a Private Client Advisor to deliver comprehensive financial planning and advice. Candidates should have at least 2 years of experience as a Financial Advisor and demonstrate success in client acquisition and relationships. Required licenses include Series 7, Series 66, and a Life, Health, and Long Term Care Insurance license. Ideal candidates will possess strong leadership and relationship-building skills and a passion for providing exceptional client service.
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