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.
1w
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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.
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.
3mo
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Premier Client Financial Advisor - PNC Wealth Management
Westlake, Ohio, United States
$75k/yr OnsiteFull Time
2+ YOEExperience in wealth management; licenses needed; bachelor’s degree; 2+ years preferred; strong client relation skills.
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
2mo
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Wealth Advisor
Independence, Ohio, United States
$90k-$120k/yr OnsiteFull Time
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.
2w
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Service Advisor
Parma, Ohio, United States
$45k-$55k/mo OnsiteFull Time
Experience in commercial truck or automotive service, strong communication and problem-solving, client account management, familiarity with CDK software helpful.
CDK
3w
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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
2w
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Financial Advisor
Beachwood, Ohio, United States
$61k-$250k/yr OnsiteFull Time
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.
1w
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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.
4d
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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.
4d
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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.
1d
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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
3w
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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.
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.
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.
2mo
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Associate Financial Advisor
Cambridge, Ohio, United States
OnsiteFull Time
1+ YOEFour year degree and/or professional designation; FINRA licenses; 1+ year financial services experience; ability to travel between branches; strong client service and relationship skills.
1d
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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.
2w
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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.
1mo
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Senior Portfolio Advisor, WM
Cleveland, Ohio, United States
$156k-$274k/yr OnsiteFull Time
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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