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Licensed Investment Pro | Wealth Management & Client
Job in
Westerville, Delaware County, Ohio, 43082, USA
Listed on 2025-12-31
Listing for:
JPMorganChase
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Westerville
A leading financial services firm in Westerville, Ohio, is seeking a Licensed Investment Professional to assist clients with their brokerage accounts and help achieve their financial goals. You will engage with clients, document interactions, and ensure compliance with regulations. The ideal candidate will hold Series 7 and 63 licenses, possess excellent communication skills, and adapt to a fast-paced environment. This full-time position allows for a hybrid working model after training, with a competitive rewards package and a strong focus on diversity and inclusion.
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