Private Client Advisor - Wealth Planning & Digital Solutions

A leading financial services firm in Canal Winchester is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role involves building strong client relationships and promoting personalized investment solutions. Candidates should have at least 2 years of relevant experience and possess the necessary financial licenses. Commitment to client education and digital solutions is essential in this position, which emphasizes integrity and relationship management. #J-18808-Ljbffr