51 client advisor jobs at 20 companies in Kettering, OH
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GUCCI - Client Advisor - Cincinnati
Cincinnati, Ohio, United States
OnsiteFull Time
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
2+ YOE2+ years luxury fashion sales experience, proven sales track record, strong communication and commercial awareness, ability to work retail schedule including evenings/weekends/holidays, product and styling knowledge.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) and Life/Health/Long Term Care insurance license required or to be obtained within 60 days; CFP and bachelor’s degree preferred.
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
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors; detail-oriented, advanced Microsoft Office skills; willing to obtain securities licenses (Series 7/66 or Series 63/65).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
5+ YOE5–7 years in financial planning and client relationships; CFP designation required; Series 65 required; strong client communication and teamwork.
HORAN Wealth: Provides comprehensive wealth management and financial planning services.
Bachelor's in Finance or related field; experience in financial services; strong analytical and client-facing skills; proficient in Microsoft Office and planning software.
Microsoft Office, MoneyGuidePro, Financial planning software
Waverly Advisors: Provides wealth management and financial planning for private clients.
5+ YOE5+ years in financial services, bachelor\u0002s degree required, Series 65/CFP/CFA required, strong client relationship and business development skills, SEC compliance familiarity, CRM use, strong communication and critical thinking.
King Risk Partners: Provides comprehensive personal and commercial insurance and risk management.
Relationship-driven sales skills, self-motivated and coachable; backgrounds in B2B/outside sales preferred; no prior insurance experience required; strong communication and competitive mindset.
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-facing experience, passion for beauty, strong communication, ability to lift 50 lbs, availability for nights/weekends/holidays, quick learner.
Bachelor's in finance or accounting; experience in financial consulting preferred; strong analytical, communication, and client-relations skills; financial planning licenses a plus.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience, strong communication, ability to meet weekly shift minimums, available nights/weekends/holidays, able to lift up to 50 lbs, goal-driven and team-oriented.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail experience, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs and perform physical tasks.
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
8+ YOEBachelor's degree or equivalent, 8+ years financial services sales/client experience, CFP/CFA/CPWA (or JD/CPA) preferred and required within timeframe, S.A.F.E. Act/NMLS registration, state life and health licenses, strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, NMLS
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Client-facing retail experience, passion for beauty, strong verbal communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50+ lbs and complete company training.
Business Advisor of ECDI Tier 1 Minority Business Assistance Center (MBAC)
Dayton, Ohio, United States
$55k-$65k/yrHybridFull Time
Economic and Community Development Institute: A nonprofit organization providing business advising and support services to help entrepreneurs and small businesses grow.
5+ YOEProvide one-on-one business consulting, prepare financial projections, advise on capital readiness and procurement, develop workshops, maintain client records, and meet program KPIs for entrepreneurial clients.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CRM