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Wealth Planner & Personal Advisor

Job in Westerville, Delaware County, Ohio, 43082, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
Location: Westerville

A leading global financial services provider is seeking a Personal Advisor to create custom financial plans for clients. The role involves meeting clients primarily through video or phone appointments and matching them with tailored investment portfolios. Candidates should have relevant financial services experience and possess necessary licenses. This position emphasizes relationship building and requires expertise in investments, banking, and planning.

Join a dynamic team that values exceptional service as a core commitment.
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