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Wealth Advisor — Client & Planning
Job in
Troy, Miami County, Ohio, 45373, USA
Listed on 2026-03-12
Listing for:
Charles Schwab
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Troy, Ohio is looking for a Financial Consultant to provide wealth management and financial planning advice to existing clients. You will be responsible for building strong relationships and growing your practice through asset consolidation and referrals. Required qualifications include a valid FINRA Series 7 license and a focus on community engagement. The firm offers a competitive benefits package to support your professional growth and well-being.
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