Private Client Advisor, Wealth Planning & Relationships

A leading global financial services firm is seeking a Private Client Advisor in Canal Winchester, OH. The role involves providing comprehensive financial planning and advice to a diverse client base, from beginners to significant wealth holders. Responsibilities include fostering relationships, delivering personalized investment solutions, and educating clients on digital tools. The ideal candidate will have at least 2 years of financial advisory experience, along with necessary licenses including Series 7 and 66. This position offers a dynamic work environment focused on relationship management and client success. #J-18808-Ljbffr