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Financial Consultant Financial Advisor

Private Client Advisor: Wealth Strategy & Relationships

Job in Wheeling, Ohio County, West Virginia, 26003, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
A leading financial institution seeks a Private Client Advisor in Wheeling, WV. This position requires at least 2 years of financial advisory experience and various financial licenses. Responsibilities include offering personalized financial solutions, supporting team goals, and educating clients on technology for better investment management. Candidates should have a proven track record in client acquisition and relationship management. This role is pivotal in providing an exceptional investor experience and fostering client relationships.
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