Private Wealth Advisor — Holistic Planning & Digital Banking

A leading financial services firm in Ohio is seeking a Private Client Advisor to provide exceptional financial planning and advice to clients. The ideal candidate will have at least 2 years of experience in a financial advisor role, focusing on building and maintaining client relationships. Additionally, responsibilities include educating clients on digital tools and delivering personalized investment strategies. The firm values integrity, teamwork, and innovative solutions for clients. Strong candidates will hold required licenses and may have a CFP certification. #J-18808-Ljbffr