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50 client advisor jobs at 15 companies in Canton, OH

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Private Client Advisor
Canton, Ohio, United States
HybridFull Time
KeyBank
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.
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2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Boardman/Niles/Warren/Canfield/Poland - Ohio
Boardman or Niles or Warren or Canfield or Poland
OnsiteFull Time
JPMorgan Chase
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.
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2mo
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Premier Client Financial Advisor - PNC Wealth Management
Brecksville, Ohio, United States
$75k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEFINRA licenses (Series 7 and 66 or 63/65) and Life/Health insurance, Bachelor's degree, 2+ years relevant experience, and FINRA/insurance licensing readiness.
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Wealth Management Client Associate
Pepper Pike, Ohio, United States
OnsiteFull Time
Bank of America
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
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2mo
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Wealth Advisor
Independence, Ohio, United States
$90k-$120k/yr OnsiteFull Time
MAI Capital Management
MAI Capital Management: Provides investment management and financial planning for private clients.
3+ YOEBachelor's degree required; 3+ years client-facing wealth management or financial advisory experience; CFP/CFA/CPA strongly preferred; strong communication and client service skills.
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Service Advisor
Parma, Ohio, United States
$45k-$55k/mo OnsiteFull Time
Valley Truck Centers
Valley Truck Centers: Sells and services commercial trucks and vehicles.
Experience in commercial truck or automotive service, strong communication and problem-solving, client account management, familiarity with CDK software helpful.
CDK
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3w
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SVP, Advisor
Beachwood, Ohio, United States
$120k-$260k/yr HybridFull Time
Aon
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
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1w
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Financial Advisor
Beachwood, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health and securities licenses (SIE, Series 6,7,63), entrepreneurial mindset, and legal authorization to work in the US without sponsorship.
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1d
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Beauty Advisor - Flex
Beachwood, Ohio, United States
$18-$21/hr OnsiteFull Time, Part Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-facing experience, passion for beauty, ability to lift 50 lbs, availability nights/weekends/holidays, punctual and reliable.
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1d
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Beauty Advisor - Flex
Beachwood, Ohio, United States
$18-$21/hr OnsiteFull Time, Part Time
Sephora
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.
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3w
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Senior Wealth Advisor
Hudson, Ohio, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Bachelor's degree in finance/accounting required; experience in financial consulting preferred; strong analytical, communication, and client-relationship skills; financial planning credentials are a plus.
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Retirement Planner/Financial Advisor
Independence, Ohio, United States
$150k-$200k/yr OnsiteFull Time
Golden Reserve
Golden Reserve: Provides retirement planning, investment management, and tax advisory services.
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.
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2mo
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Associate Financial Advisor
Cambridge, Ohio, United States
OnsiteFull Time
Peoples Bank
Peoples BankNASDAQ: PEBO: Provides commercial and retail banking, insurance, and investment services.
1+ YOEFour year degree and/or professional designation; FINRA licenses; 1+ year financial services experience; ability to travel between branches; strong client service and relationship skills.
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1w
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Part-Time Beauty Advisor - Sephora
Brimfield, Ohio, United States
$14/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail/service experience, strong verbal writing skills, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs and perform physical tasks.
handheld scanners
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3mo
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Part-Time Beauty Advisor (Rehire/Referral)
Medina, Ohio, United States
$16/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Client-facing retail experience, passion for beauty, excellent written and verbal communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, complete company training.
handheld scanners, frequency devices
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1mo
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Account Manager (Client Services)
Orrville, Ohio, United States
OnsiteFull Time
Hummel Group
Hummel Group: Provides insurance and risk management services for businesses and individuals.
Servicing existing clients and supporting financial advisors; preparing financial reports, onboarding new clients, processing account transfers, strong communication, MS Word/Excel/Outlook proficiency, high school diploma, SIE completed before start, valid driver's license and insurable record, fingerprint/background check, some travel.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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Financial Advisor - Cuyahoga Falls, OH - Market 11, Region 306
Cuyahoga Falls, Ohio, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
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.
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1d
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Branch Office Administrator - Dover, OH
Dover, Ohio, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Providing administrative support to financial advisors, delivering client service via calls/email/in-person, managing account transactions, and using MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
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