10 client advisor jobs at 6 companies in Celina, OH
3w
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J.P. Morgan Wealth Management – Private Client Advisor - Lima / Celina / Wapakoneta - Ohio
Lima or Celina or Wapakoneta
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent, Series 7 and Series 66 (or 63/65) active or obtained within 60 days, life/health/long-term-care insurance license, client acquisition and goals-based planning experience.
2w
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Financial Advisor
Muncie, Indiana, United States
OnsiteFull Time
3+ YOE3+ years securities/annuity sales experience, high school diploma or equivalent, valid driver’s license, Series 7 and state securities/insurance licenses required; strong sales and client relationship skills.
2w
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Investment Advisor III
Fort Wayne or Indianapolis
OnsiteFull Time
5+ YOEManage client investment accounts, deliver actionable advice and reporting, maintain and grow assets under management, and execute risk management per firm policies.
1w
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Registered Investment Advisor
Fort Wayne, Indiana, United States
HybridFull Time
Bachelor's in finance/accounting required; financial consulting experience preferred; strong analytical, communication, and client-relationship skills; financial planning certifications a plus.
1w
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Wealth Planning Advisor
New Haven, Indiana, United States
HybridFull Time
Bachelor's degree in finance/accounting or related field, experience in financial consulting preferred, strong analytical, communication and client-relationship skills; financial planning licenses a plus.
1w
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Wealth Planning Advisor
Fort Wayne, Indiana, United States
HybridFull Time
Bachelor's degree in finance/accounting or related field; experience in financial consulting preferred; strong analytical, communication, and client relationship skills; financial planning certifications a plus.
5d
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Associate Financial Advisor - Delphos, OH
Delphos, Ohio, United States
OnsiteFull Time
Bachelor's degree or equivalent experience, sales/client relationship experience, willingness to obtain Series 7/66 and state insurance licenses, strong communication and goal-driven orientation.
MoneyGuide, Salesforce
3w
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Full-Time Beauty Lead Advisor - Sephora
Lima, Ohio, United States
$16/hr OnsiteFull Time
Client-facing retail experience, passion for beauty, strong communication, availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic math and computer skills.
handheld scanners, frequency devices
1mo
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Full-Time Beauty Lead Advisor - Sephora
Fort Wayne, Indiana, United States
$16/hr OnsiteFull Time
Passion for beauty, client-facing retail/service experience, strong communication, availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic math/computer skills, and ability to operate handheld scanners.
multiple frequency devices, handheld scanners
1w
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Branch Office Administrator - Cambridge City, IN
Cambridge City, Indiana, United States
OnsiteFull Time
Provide administrative and client support for financial advisors, manage account transactions, strong computer literacy (MoneyGuide, Salesforce, Microsoft Office), attention to detail and customer service.
MoneyGuide, Salesforce, Microsoft Office