Cuyahoga Falls • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Cuyahoga Falls • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Cuyahoga Falls • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Cuyahoga Falls • 50 milesRemote · Hybrid · Onsite · Field · All Environments
90 client advisor jobs at 28 companies in Cuyahoga Falls, OH
2mo
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Private Client Advisor
Cleveland, Ohio, United States
HybridFull Time
Provide investment solutions and financial planning for mass-affluent clients; required FINRA SIE, S7, S66/S63 and S65, state insurance licenses; high school diploma (BA preferred); strong sales and client relationship skills.
1mo
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Private Client Advisor II
Cleveland, Ohio, United States
$100k-$275k/yr OnsiteFull Time
12+ YOE12+ years private banking/complex financial services experience; Series 7 and 63/65 or 66 (or willing to obtain within 90 days); SAFE Act registration when applicable; strong business development, client advisory and negotiation skills.
1mo
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Private Client Advisor II
Cleveland, Ohio, United States
$100k-$275k/yr OnsiteFull Time
12+ YOESeries 7/63/65 (or 7/66) licensure, SAFE Act registration if originating mortgages, 12+ years private banking/financial services experience, ability to drive new business for $3M+ investable assets, strong client relationship and advisory skills.
1d
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Client Protection Advisor
Lorain, Ohio, United States
$150k-$200k/yr RemoteFull Time, Part Time
Driven, coachable individuals who live in the U.S. and are U.S. citizens or legal/permanent residents; industry experience is not required.
1d
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Work From Home - Client Benefits Advisor
Cleveland, Ohio, United States
RemoteFull Time
Seeking competitive self-starters willing to be coached who can guide, educate, and help interested clients move forward. Compensation is performance-based without guaranteed hourly pay.
Zoom
3mo
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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
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.
3w
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Client Care Manager
Austintown, Ohio, United States
FieldFull Time
Relationship-focused care advisor with client consultation, care planning, quality assurance, documentation, coaching, and strong communication skills.
5d
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Client Service Specialist
Akron, Ohio, United States
$48k-$65k/yr HybridFull Time
1+ YOEAssociate degree or equivalent and 1–3 years of relevant experience. Requires confidentiality, professionalism, client service, strong written and oral communication, multitasking, and financial advisor practice knowledge.
Ameriprise Client Experience
3w
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Client Care Manager
Austintown, Ohio, United States
OnsiteFull Time
Relationship-focused care advisor to assess needs, create personalized care plans, conduct consultations and quality visits, support Care Professionals, and maintain documentation.
2w
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Tax Advisor
Independence, Ohio, United States
OnsiteFull Time
5+ YOEPrepare and review complex tax returns for high-net-worth clients; perform tax research; convert cash-to-accrual statements; communicate with clients and government agencies.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Adobe, Microsoft PowerPoint, GoSystem RS, GoSystem Tax RS, SurePrep, Bloomberg Tax, GoFileRoom, FirmFlow, BNA Planner, CCH Axcess
2d
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Virtual Member Benefits Advisor – Remote Client Services
Akron, Ohio, United States
RemoteFull Time
No prior experience required; training provided. Must be 18+, legally authorized and located in the United States, computer-literate, organized, self-motivated, and willing to obtain a state insurance license.
Zoom
1mo
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SVP, Advisor
Beachwood, Ohio, United States
$120k-$260k/yr HybridFull Time
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
1w
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Financial Advisor
Canton, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual's proprietary planning software
2w
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Fiduciary Advisor Sr
Cleveland, Ohio, United States
$112k-$208k/yr OnsiteFull Time
8+ YOEAdminister complex fiduciary accounts, ensure compliance, manage risk, communicate with clients, and support fiduciary business growth.
1mo
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Style Advisor - Pinecrest
Cleveland, Ohio, United States
$20-$30/hr OnsitePart Time
Provide styling and sales, deliver exceptional client service, collaborate with store team, and apply company brand and product knowledge.
4w
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Beauty Advisor - Flex
Beachwood, Ohio, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience, passion for beauty, ability to lift 50 lbs, availability nights/weekends/holidays, punctual and reliable.
3w
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Associate Philanthropic Advisor
Cleveland, Ohio, United States
$59k-$72k/yr OnsiteFull Time
4+ YOEBachelor's degree and 4+ years advising donors/clients, portfolio management, Microsoft Office and database proficiency, strong writing/presentation and collaboration skills.
Microsoft Office
4w
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Beauty Advisor - Flex
Beachwood, Ohio, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience preferred, strong communication, ability to lift up to 50 lb, reliable attendance and availability for nights, weekends, and holidays.
1mo
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Senior Wealth Advisor
Youngstown, Ohio, United States
HybridFull Time
Bachelor's degree in finance/accounting required; financial consulting experience preferred; strong analytical, communication, and client-relationship skills; financial planning certifications a plus.
4w
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Beauty Advisor - Flex
Beachwood, Ohio, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-service experience; strong communication and interpersonal skills; beauty interest; teamwork; product-learning ability; and capacity to lift up to 50 pounds.
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