Private Wealth Advisor - Holistic Planning & Digital Enablement

A leading financial services firm is seeking a Private Client Advisor in Centerville, Ohio, to provide comprehensive financial planning and advice to clients. The role requires at least 2 years of experience in a financial advisory role and entails building relationships and delivering personalized investment solutions. Candidates must hold necessary licenses including Series 7 and 66 (or 63/65). The company promotes a culture of diversity and offers strong employee support with a competitive total rewards package. #J-18808-Ljbffr