Private Client Advisor, Wealth Planning & Relationships

A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice to a diverse range of clients. This role focuses on relationship management and offers personalized investment solutions to meet clients' financial needs. A commitment to diversity, a Series 7 license, and 2+ years' experience in a financial advising role are required. Candidates will support client education on digital tools for investment management. This position is based in Springboro, Ohio. #J-18808-Ljbffr