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Personal Wealth Advisor — Custom Financial Planning
Job in
Westerville, Delaware County, Ohio, 43082, USA
Listed on 2026-02-28
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales
Job Description & How to Apply Below
A leading financial services firm seeks a Personal Advisor to partner with clients in creating custom financial plans. In this role, you will engage with clients through video or phone, tailoring investment portfolios to their needs. Responsibilities include leveraging investment knowledge, converting leads, and providing education on digital tools. Candidates should have a Series 7 and 66 licenses and 3+ years of experience in financial services.
This position is essential for those looking to drive client success in wealth management.
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