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52 client advisor jobs at 23 companies in Cincinnati, OH

1mo
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Personal Lines Client Advisor
Crestview Hills, Kentucky, United States
OnsiteFull Time
Houchens Insurance Group
Houchens Insurance Group: Provides business insurance and employee benefits risk management services.
3+ YOE3+ years of related insurance experience (personal lines preferred). Must hold or obtain a state insurance license within 90 days. Experience with policy servicing, renewals, carrier relations, and supervising 1-2 associates.
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4w
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GUCCI - Client Advisor - Cincinnati
Cincinnati, Ohio, United States
OnsiteFull Time
Gucci
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
2+ YOE2+ years luxury fashion sales experience, proven sales track record, strong communication and commercial awareness, ability to work retail schedule including evenings/weekends/holidays, product and styling knowledge.
POS
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1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Beavercreek, Ohio
Beavercreek, Ohio, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) and Life/Health/Long Term Care insurance license required or to be obtained within 60 days; CFP and bachelor’s degree preferred.
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3mo
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Financial Advisor
Hamden, Connecticut, United States
$55k-$130k/yr HybridFull Time
Charter Oak Financial
Charter Oak Financial: Financial agency providing insurance and wealth management planning services.
0+ YOEExperience as Financial Advisor or Wealth Advisor; active Life and Health; pursuing securities license; established client relationships; strong relationship management and fiduciary focus.
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1w
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Client Relationship Analyst
Cincinnati, Ohio, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client support for financial advisors, execute money movements, manage administrative tasks, strong MS Office skills, detail-oriented, willing to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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1w
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Client Relationship Analyst
Beavercreek, Ohio, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors; detail-oriented, advanced Microsoft Office skills; willing to obtain securities licenses (Series 7/66 or Series 63/65).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
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2mo
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Registered Private Wealth Client Associate
Cincinnati, Ohio, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provides client service support to Financial Advisors; requires FINRA SIE, Series 7, and Series 66; strong client service and tech skills.
Salesforce, Microsoft Word, Microsoft Excel, PowerPoint
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Financial Advisor
Cincinnati, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Full-time role requiring licensing and entrepreneurial drive; training and licensing program; build client base and manage client relationships.
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2mo
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Financial Advisor
Blue Ash, Ohio, United States
$90k/yr OnsiteFull Time
Stratos Wealth Partners
Stratos Wealth Partners: Independent wealth management firm providing financial planning and investment advice.
5+ YOE5–7 years in financial planning and client relationships; CFP designation required; Series 65 required; strong client communication and teamwork.
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3mo
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Wealth Advisor
Cincinnati, Ohio, United States
$75k-$125k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEExperience in wealth management, investment and insurance strategies; client relationship management; regulatory compliance.
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Wealth Advisor
Cincinnati, Ohio, United States
OnsiteFull Time
HORAN Wealth
HORAN Wealth: Provides comprehensive wealth management and financial planning services.
Bachelor's in Finance or related field; experience in financial services; strong analytical and client-facing skills; proficient in Microsoft Office and planning software.
Microsoft Office, MoneyGuidePro, Financial planning software
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3w
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Wealth Advisor
Cincinnati, Ohio, United States
OnsiteFull Time
Waverly Advisors
Waverly Advisors: Provides wealth management and financial planning for private clients.
5+ YOE5+ years in financial services, bachelor\u0002s degree required, Series 65/CFP/CFA required, strong client relationship and business development skills, SEC compliance familiarity, CRM use, strong communication and critical thinking.
CRM
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Commas Financial Advisor
Cincinnati, Ohio, United States
OnsiteFull Time
Truepoint Wealth Counsel
Truepoint Wealth Counsel: Independent, fee-only wealth management and financial planning firm.
CFP designation required; fiduciary guidance; manage multiple client relationships; strong communication; structured, systems-driven environment.
Financial Planning Software, CRM, Microsoft Office
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1mo
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Insurance Producer / Client Advisor
Fort Wright, Kentucky, United States
$50k-$100k/yr HybridFull Time
King Risk Partners
King Risk Partners: Provides comprehensive personal and commercial insurance and risk management.
Relationship-driven sales skills, self-motivated and coachable; backgrounds in B2B/outside sales preferred; no prior insurance experience required; strong communication and competitive mindset.
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5d
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Beauty Advisor - Part Time
Liberty Township, Ohio, United States
$18-$23/hr OnsitePart Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-facing experience, passion for beauty, strong communication, ability to lift 50 lbs, availability for nights/weekends/holidays, quick learner.
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3mo
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Private Wealth Advisor
Dayton, Ohio, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Bachelor's in finance or accounting; experience in financial consulting preferred; strong analytical, communication, and client-relations skills; financial planning licenses a plus.
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5d
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Beauty Advisor - Part Time
Liberty Township, Ohio, United States
$18-$23/hr OnsitePart Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience, strong communication, ability to meet weekly shift minimums, available nights/weekends/holidays, able to lift up to 50 lbs, goal-driven and team-oriented.
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5d
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Part-Time Beauty Advisor - Sephora
Centerville, Ohio, United States
$13/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail experience, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs and perform physical tasks.
handheld scanners
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1w
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Wealth Management Advisor II
Cincinnati, Ohio, United States
OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
8+ YOEBachelor's degree or equivalent, 8+ years financial services sales/client experience, CFP/CFA/CPWA (or JD/CPA) preferred and required within timeframe, S.A.F.E. Act/NMLS registration, state life and health licenses, strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, NMLS
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5d
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Part-Time Beauty Advisor (Rehire/Referral)
Miami Township, Ohio, United States
$14/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Client-facing retail experience, passion for beauty, strong verbal communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50+ lbs and complete company training.
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