Private Wealth Advisor: Holistic Planning & Relationships

A leading financial services firm in Ohio is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will build and maintain client relationships, offer personalized investment solutions, and promote digital confidence among clients. The ideal candidate must have a valid Series 7 license, with preference for those holding a CFP certification. This role includes a competitive total rewards package and strong commitments to diversity and inclusion. #J-18808-Ljbffr