32 client advisor jobs at 10 companies in Boardman, OH
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Private Client Advisor
Canton, Ohio, United States
HybridFull Time
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
FINRA SIE and Series 7 required; Series 66 or Series 63 & 65 required; resident state insurance licenses required; high school diploma (or Bachelor's preferred); valid driver's license; sales and client advisory experience serving mass affluent clients.
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, strong client focus, attention to detail, ability to learn technology platforms; FINRA licenses preferred; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to build client relationships, obtain insurance and securities licenses (Life/Accident & Health,SIE,Series 6/7/63), and work as an entrepreneur; legal authorization to work in the US required.
Golden Reserve: Provides retirement planning, investment management, and tax advisory services.
3+ YOE3+ years new-client financial services sales experience; active state life and state health insurance licenses; Series 65 (or equivalent); strong sales orientation and client-meeting skills.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOEAdminister complex fiduciary accounts, ensure regulatory compliance, manage risk, grow assets under management, communicate with clients and stakeholders. Typically requires a bachelor's degree and 8+ years of industry experience.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience, strong communication and interpersonal skills, passion for beauty, ability to lift up to 50 lbs, availability nights/weekends/holidays, meet minimum weekly hours.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, product and trend knowledge, ability to execute visual merchandising, support inventory and omni-processing, flexible availability, ability to lift up to 50 lbs.
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Passion for beauty, client-facing retail/service experience, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, complete training.
Financial Advisor - Steubenville, OH - Market 26, Region 347
Steubenville, Ohio, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Establish and grow a client practice through relationship-building, obtain required securities and insurance registrations, and complete firm training; bachelor's degree preferred or equivalent experience.
Financial Advisor - Cuyahoga Falls, OH - Market 11, Region 306
Cuyahoga Falls, Ohio, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Financial services firm providing wealth management and investment advice.
Build client relationships, obtain required securities and insurance registrations (SIE, Series 7, Series 66, state insurance), and demonstrate sales/financial-services aptitude or related experience; bachelor’s degree preferred.