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57 client advisor jobs at 23 companies in Columbus, OH

1mo
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Work From Home - Client Benefits Advisor
Newark, Ohio, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote advisor role working with inbound/interested clients; no cold outreach. Seeking competitive, self-starting, coachable individuals able to guide, educate, and advance clients toward next steps.
Zoom
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1mo
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Client Advisor - Part Time
Columbus, Ohio, United States
OnsitePart Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
Drive sales and achieve individual/team goals, master brand and product knowledge, advise clients across categories, use clienteling tools to build long-term relationships; retail or customer-centric experience preferred.
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10h
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J.P. Morgan Wealth Management – Private Client Advisor - Hilliard, Ohio
Hilliard, 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; demonstrated client acquisition and relationship management; valid Series 7, Series 66 (or 63/65) and Life/Health/Long Term Care insurance licensure; CFP preferred.
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2w
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Client Advisor - Columbus, OH Easton Town Center
Columbus, Ohio, United States
$19-$22/hr OnsiteFull Time
Tiffany & Co.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOERetail or hospitality experience with proven commercial results; ability to build client relationships; proficiency with POS and Microsoft Outlook; flexible to work days/nights/weekends/holidays; must be authorized to work in the hiring country.
Point of Sale (POS), Microsoft Outlook
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3d
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Client Service Admin
Columbus, Ohio, United States
$45k-$60k/yr OnsiteFull Time
Peak Retirement Planning
Peak Retirement Planning: Provides personalized retirement income, investment, and tax planning services.
Provide white-glove client service, manage client correspondence and scheduling, maintain organized electronic and physical filing, handle calls and emails professionally, and support advisors with administrative tasks.
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3w
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Client Relationship Analyst
Beavercreek, Ohio, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to financial advisors; strong Microsoft Office, communication, organizational skills; willingness to obtain securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
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6d
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Financial Advisor
Delaware, Ohio, United States
OnsiteFull Time
First Commonwealth Bank
First Commonwealth BankNYSE: FCF: Provides personal banking, business loans, and wealth management services.
Advises clients on investments, retirement and insurance; holds required securities and insurance licenses; strong sales track record, communication, analytical skills, and technological proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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3w
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Financial Advisor
Upper Arlington, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, entrepreneurial drive, client-facing relationship skills, obtain Life/Accident & Health, SIE, Series 6/7/63 licenses; legal authorization to work in the US without sponsorship.
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1mo
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Senior Wealth Advisor
Bexley, Ohio, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Bachelor's in finance/accounting preferred; experience in financial consulting preferred; strong analytical, communication, and client-relationship skills; financial planning credentials a plus.
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1mo
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Insurance Producer / Client Advisor
Reynoldsburg, Ohio, United States
$50k-$100k/yr OnsiteFull Time
King Risk Partners
King Risk Partners: Provides comprehensive personal and commercial insurance and risk management.
Relationship-driven sales professional with strong work ethic, coachability, and communication skills; prior outside or B2B sales experience preferred but insurance experience not required.
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1w
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Beauty Advisor - Part Time
Columbus, Ohio, United States
$18-$21/hr OnsitePart Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Provide personalized consultations and product recommendations in a retail beauty environment; prior client-facing retail or hospitality experience preferred; able to lift up to 50 lbs.
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2w
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Associate Financial Advisor
Worthington, Ohio, United States
$75k-$90k/yr OnsiteFull Time
Highview Advisor Group
Highview Advisor Group: Provides personalized financial planning and wealth management services.
Series 7 and 66 and state life & health insurance required; some financial services experience; strong client communication, organization, and Microsoft Office/Excel skills; APMA designation expected after hire.
Microsoft Office, Microsoft Excel
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3w
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Part-Time Beauty Advisor - Sephora
Pickerington, Ohio, United States
$13/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, strong communication skills, ability to lift up to 50 lbs, complete company training, and flexible availability for days/nights/weekends/holidays.
handheld scanners, frequency devices
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3w
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Private Bank Wealth Advisor II
Columbus, Ohio, United States
OnsiteFull Time
Huntington
HuntingtonNASDAQ: HBAN: Provides regional commercial, consumer, and mortgage banking services.
3+ YOEBachelor's degree, obtain state life and health licenses within 90 days, 3+ years wealth/financial advisory or sales experience with high-net-worth clients, strong communication and relationship skills.
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4w
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Senior Insurance Industry Advisor
Burlington or Columbus or Chicago
$165k-$305k/yr HybridFull Time
CGI
CGINYSE: GIB: Provides information technology and business consulting services.
12+ YOE12+ years insurance and consulting experience across P&C, life, reinsurance and brokers; proven business development, client engagement, and transformation delivery; C-suite interaction and strong communication skills.
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1mo
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PWM Private Wealth Advisor
Columbus or United States
$127k-$149k/yr HybridFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
8+ YOEBachelor's degree or equivalent experience, 8+ years working with high or ultra high net worth clients, NMLS registration required, strong relationship management and business development, CFA/CFP preferred.
National Mortgage Licensing System (NMLS), E-Verify
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1mo
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Part-Time Beauty Advisor (Rehire/Referral)
Pickerington, Ohio, United States
$13/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Passion for beauty, client-facing retail or service experience, excellent communication, flexibility to work days/nights/weekends/holidays, basic math and computer skills, ability to lift up to 50 lbs and perform physical tasks.
handheld scanners, multiple frequency devices
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2mo
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Financial Solutions Advisor - PNC Wealth Management
Columbus or Georgesville
$73k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
0+ YOEConsult on investments and insurance; build wealth plans; manage client relationships; adhere to laws and risk framework.
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1mo
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Financial Solutions Advisor - Worthington Financial Center
Worthington, Ohio, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOESeries 7 and 66 (63/65 in lieu of 66), SAFE Act registration if originating mortgages, 1+ year investment industry experience, 1+ year financial services or sales experience, strong communication and regulatory diligence, goal- and client-focused.
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3w
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Financial Advisor - Grove City, OH - Market 11, Region 230
Grove City, Ohio, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Obtain required securities and insurance registrations (SIE, Series 7, Series 66), develop client relationships, and grow a branch business; bachelor's degree preferred or equivalent experience.
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