89 client advisor jobs at 28 companies in Aurora, OH
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Private Client Advisor
Cleveland, Ohio, United States
HybridFull Time
Provide investment solutions and financial planning for mass-affluent clients; required FINRA SIE, S7, S66/S63 and S65, state insurance licenses; high school diploma (BA preferred); strong sales and client relationship skills.
1d
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Client Advisor (Part Time) - Cleveland
Cleveland, Ohio, United States
OnsitePart Time
3+ YOERetail, luxury retail, hospitality, or relevant client experience; proven commercial results; POS, client tracking, and Microsoft Outlook proficiency; U.S. work authorization required.
Point of Sales (POS), Microsoft Outlook
1d
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Client Advisor (Part Time) - Cleveland
Cleveland, Ohio, United States
OnsitePart Time
3+ YOERequires retail, luxury retail, hospitality, or relevant client experience; proven commercial results; POS and client-tracking proficiency; Microsoft Outlook/email skills; and U.S. work authorization. Degree and multiple languages preferred.
Point of Sales (POS), Microsoft Outlook
1mo
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Private Client Advisor II
Cleveland, Ohio, United States
$100k-$275k/yr OnsiteFull Time
12+ YOE12+ years private banking/complex financial services experience; Series 7 and 63/65 or 66 (or willing to obtain within 90 days); SAFE Act registration when applicable; strong business development, client advisory and negotiation skills.
1w
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Client Advisor - Wealth Management
Independence, Ohio, United States
FieldFull Time
5+ YOEBachelor's degree preferred; five years of related experience preferred. Requires account administration knowledge, financial planning software capabilities, strong personal and sales skills, a driver's license, and regional travel.
Financial Planning software
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Private Client Advisor II
Cleveland, Ohio, United States
$100k-$275k/yr OnsiteFull Time
12+ YOESeries 7/63/65 (or 7/66) licensure, SAFE Act registration if originating mortgages, 12+ years private banking/financial services experience, ability to drive new business for $3M+ investable assets, strong client relationship and advisory skills.
1w
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Client Protection Advisor
Lorain, Ohio, United States
$150k-$200k/yr RemoteFull Time, Part Time
Driven, coachable individuals who live in the U.S. and are U.S. citizens or legal/permanent residents; industry experience is not required.
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Solon / Willoughby / Chardon - Ohio
Solon or Willoughby or Chardon
$48k/yr OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7, Series 66 (or 63/65 within 60 days), and Life/Health/Long Term Care insurance license (or obtain within 60 days); client acquisition and goals-based planning skills; CFP and bachelor’s degree preferred.
1mo
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Client Care Manager
Austintown, Ohio, United States
FieldFull Time
Relationship-focused care advisor with client consultation, care planning, quality assurance, documentation, coaching, and strong communication skills.
2w
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Client Service Specialist
Akron, Ohio, United States
$48k-$65k/yr HybridFull Time
1+ YOEAssociate degree or equivalent and 1–3 years of relevant experience. Requires confidentiality, professionalism, client service, strong written and oral communication, multitasking, and financial advisor practice knowledge.
Ameriprise Client Experience
1mo
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Client Care Manager
Austintown, Ohio, United States
OnsiteFull Time
Relationship-focused care advisor to assess needs, create personalized care plans, conduct consultations and quality visits, support Care Professionals, and maintain documentation.
4w
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Tax Advisor
Independence, Ohio, United States
OnsiteFull Time
5+ YOEPrepare and review complex tax returns for high-net-worth clients; perform tax research; convert cash-to-accrual statements; communicate with clients and government agencies.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Adobe, Microsoft PowerPoint, GoSystem RS, GoSystem Tax RS, SurePrep, Bloomberg Tax, GoFileRoom, FirmFlow, BNA Planner, CCH Axcess
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SVP, Advisor
Beachwood, Ohio, United States
$120k-$260k/yr HybridFull Time
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
3w
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Financial Advisor
Canton, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual's proprietary planning software
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Style Advisor - Pinecrest
Cleveland, Ohio, United States
$20-$30/hr OnsitePart Time
Provide styling and sales, deliver exceptional client service, collaborate with store team, and apply company brand and product knowledge.
1mo
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Investment Advisor III
Cleveland, Ohio, United States
$112k-$208k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years industry experience; strong client relationship, investment management, portfolio and risk skills; decision making and communication abilities.
1mo
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Associate Philanthropic Advisor
Cleveland, Ohio, United States
$59k-$72k/yr OnsiteFull Time
4+ YOEBachelor's degree and 4+ years advising donors/clients, portfolio management, Microsoft Office and database proficiency, strong writing/presentation and collaboration skills.
Microsoft Office
2mo
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Senior Wealth Advisor
Youngstown, Ohio, United States
HybridFull Time
Bachelor's degree in finance/accounting required; financial consulting experience preferred; strong analytical, communication, and client-relationship skills; financial planning certifications a plus.
2mo
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Retirement Planner/Financial Advisor
Independence, Ohio, United States
$150k-$200k/yr OnsiteFull Time
3+ YOE3+ years new-client financial services sales experience; active state life & health insurance licenses; Series 65 or equivalent; strong sales mindset and client-facing skills.
2mo
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Senior Technical Advisor
Blue Ash or Cleveland or Columbus
$151k-$240k/yr OnsiteFull Time
10+ YOEEngineering degree and 10–12 years of relevant experience required. Advanced technical expertise, project leadership, client advising, and complex engineering review experience required; PE preferred.
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