JPMorganChase
Wealth Advisor - Private Clients & Financial Planning
JPMorganChase, Lima, Ohio, United States, 45807
A leading financial services firm is seeking a Private Client Advisor in Lima, Ohio. This role involves offering personalized financial planning and investment solutions to individuals and families. Candidates should possess strong relationship management skills and a deep understanding of financial markets, along with relevant certifications. The position emphasizes a commitment to client education and delivering a superior investor experience in a supportive and diverse environment.
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