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66 client advisor jobs at 20 companies in Elyria, OH

1mo
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Private Client Advisor
Mansfield, Ohio, United States
OnsiteFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
Grow new clients and expand relationships; manage clients with investable assets in $50k+ range and up to $2M; achieve sales goals through financial planning and investment solutions.
Office Suite, Proprietary financial services systems
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6d
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Private Client Advisor II
Cleveland, Ohio, United States
$100k-$275k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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.
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2w
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Client Protection Advisor
Lorain, Ohio, United States
$150k-$200k/yr RemoteFull Time, Part Time
Meron Financial Agency
Meron Financial Agency: Provides remote life insurance and financial protection services.
Driven, coachable individuals; must live in the U.S. and be a U.S. citizen or legal/permanent resident. Commission-only role with leads provided; no cold calling.
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1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Solon / Willoughby / Chardon - Ohio
Solon or Willoughby or Chardon
$48k/yr 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, Series 66 (or 63/65 within 60 days), and Life/Health/Long Term Care insurance license (or obtain within 60 days); client acquisition and goals-based planning skills; CFP and bachelor’s degree preferred.
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2mo
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Premier Client Financial Advisor - PNC Wealth Management
Westlake, Ohio, United States
$75k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEExperience in wealth management; licenses needed; bachelor’s degree; 2+ years preferred; strong client relation skills.
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2mo
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Registered Client Relationship Analyst
Westlake, Ohio, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOEProvide client service and administrative support to Financial Advisors and teams; handle account documentation, inquiries, and data entry; support client relationships and onboarding.
Microsoft Office
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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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1w
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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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2w
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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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1w
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Style Advisor - Pinecrest
Cleveland, Ohio, United States
$20-$30/hr OnsitePart Time
Aritzia
AritziaToronto Stock Exchange: ATZ: Designs and sells everyday luxury women's clothing and accessories.
Provide styling and sales, deliver exceptional client service, collaborate with store team, and apply company brand and product knowledge.
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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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1mo
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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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4w
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Beauty Advisor - Flex
Westlake, Ohio, United States
$18-$21/hr OnsiteFull Time, Part Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Retail/client-facing experience preferred, excellent communication, product knowledge, availability for nights/weekends/holidays, able to lift 50 lbs, meet minimum weekly hours for assigned commitment.
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4w
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Beauty Advisor - Flex
Westlake, 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, ability to lift up to 50 lbs, excellent communication and interpersonal skills, availability for nights, weekends, and holidays, meet minimum weekly shift/hours.
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2mo
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Financial Advisor - Money Coach
Cleveland, Ohio, United States
OnsiteFull Time
Unison Risk Advisors
Unison Risk Advisors: Provides independent insurance brokerage and risk management advisory services.
2+ YOE2+ years in financial coaching or related client-facing roles; retirement planning knowledge; FINRA licenses; strong interpersonal and presentation skills.
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2mo
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Part-Time Beauty Advisor - Sephora
Mansfield, 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, excellent communication, flexible availability including weekends/holidays, ability to lift up to 50 lbs and stand for entire shifts.
handheld scanners, multiple frequency devices
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1mo
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Senior Portfolio Advisor, WM
Cleveland, Ohio, United States
$156k-$274k/yr OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
12+ YOESenior-level wealth management role requiring 12+ years in investment management; UHNW client experience; strong technical and leadership capabilities; CFA/MBA or similar credentials preferred.
Portfolio management software, Excel, Financial modeling, PowerPoint
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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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