22 client advisor jobs at 10 companies in Ashtabula, OH
2mo
Save
Mark Applied
Hide
2mo
Client Advisor
Erie or King of Prussia
HybridFull Time
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
2+ YOEMinimum 2 years in client-facing sales, advisory, or business development in insurance; Property & Casualty license preferred; tech-savvy with CRM/AI tools; hybrid on-site/remote work.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEMinimum 2 years in a financial advisor role, Series 7 and Series 66 licenses, Life/Health/LTC licenses; client acquisition and relationship skills; Bachelor's preferred.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client requests, promote banking offerings, and maintain accuracy and compliance; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Automotive service advisor experience; strong customer service; able to document estimates; communicate with clients and technicians; organized and detail oriented.
AonNYSE: AON: Global professional services firm providing risk and people solutions.
10+ YOE10+ years wealth management experience, CFP preferred, bachelor’s degree preferred, proficiency in Microsoft Office and CRM, strong communication, leadership and client relationship skills.
Microsoft Office, CRM, portfolio management software, financial planning software
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience preferred, strong communication, ability to lift up to 50 lb, reliable attendance and availability for nights, weekends, and holidays.
Bachelor's degree in finance or accounting required; experience in financial consulting preferred. Strong analytical, communication, and client-relationship skills; financial planning certifications are a plus.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEBachelor's degree, 2+ years relevant experience, FINRA Series 7 and 66 (or 63/65), life and health insurance license, strong client prospecting and financial planning skills.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail or service experience, authentic passion for beauty, strong communication and influence skills, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs.
Edward Jones: Offers investment management and financial planning through local branches.
Bachelor's or equivalent experience; sales or client-relationship background; strong communication; willingness to obtain Series 7, Series 66 and state insurance licenses within three months (firm-sponsored).