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Wealth Advisor — Personal Investment Coach
Job in
Westerville, Delaware County, Ohio, 43082, USA
Listed on 2026-01-15
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Westerville, OH is seeking a Financial Advisor to provide comprehensive financial planning and advice. The ideal candidate will possess a Series 7 and 66 license, with 3 years of relevant experience. Responsibilities include simplifying complex financial concepts for clients and delivering exceptional customer service. This position offers competitive compensation and benefits, including healthcare coverage and retirement savings options.
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