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Senior Wealth Planner: Client-Focused Financial Strategy
Job in
Westerville, Delaware County, Ohio, 43082, USA
Listed on 2026-03-07
Listing for:
FPA of Central Ohio
Full Time
position Listed on 2026-03-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Westerville is seeking a Senior Wealth Planning Associate. This client-facing role supports Financial Advisors with portfolio management and financial plan delivery. The ideal candidate has at least two years of financial planning experience and relevant licenses such as CFP, Series 7, 63, and 65. The firm offers competitive benefits including parental leave, paid time off, and a supportive workplace culture dedicated to employee growth and success.
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Position Requirements
10+ Years
work experience
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