1mo
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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.
3w
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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.
2w
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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.
1mo
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Client Protection Advisor
Lorain, Ohio, United States
$150k-$200k/yr RemoteFull Time, Part Time
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.
2mo
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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.
2mo
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Registered Client Relationship Analyst
Westlake, Ohio, United States
OnsiteFull Time
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
4d
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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
3w
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Financial Advisor
Beachwood, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Build client base, obtain licenses (SIE, Series 6/7/63, Life/Accident & Health), deliver financial plans, and manage client relationships; bachelor’s degree and legal US work authorization required.
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
1d
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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.
3w
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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.
2w
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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.
1w
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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
2w
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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
Twinsburg, Ohio, United States
HybridFull Time
Bachelor's degree in finance or accounting required; experience in financial consulting preferred. Strong analytical, communication, and client-relationship skills; financial planning certifications are a plus.
1mo
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Retirement Planner/Financial Advisor
Independence, Ohio, United States
$150k-$200k/yr OnsiteFull Time
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.
3d
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Wealth Advisor II
Akron, Ohio, United States
OnsiteFull Time
5+ YOEBachelor's degree required; CFP and 5 years' advisory experience required (or 7 years client-facing RIA experience); clean Form U4; competency with financial planning, tax, estate, retirement, and risk planning; Salesforce and Microsoft Office proficiency.
Salesforce, Microsoft Office
2mo
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Financial Advisor - Money Coach
Cleveland, Ohio, United States
OnsiteFull Time
2+ YOE2+ years in financial coaching or related client-facing roles; retirement planning knowledge; FINRA licenses; strong interpersonal and presentation skills.
1w
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Associate Wealth Advisor
Cleveland, Ohio, United States
OnsiteFull Time
3+ YOEHigh school diploma/GED, 3 years related experience, required professional certifications/licenses (Series 65 or equivalent), presentation and team skills, technology proficiency, and ability to travel for client needs.
4w
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Part-Time Beauty Advisor - Sephora
Avon, Ohio, United States
$14/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication skills, ability to lift up to 50 lbs, complete required training, and flexible availability including nights, weekends, and holidays.
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