81 client advisor jobs at 26 companies in Madeira, OH
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GUCCI - Client Advisor - Cincinnati
Cincinnati, Ohio, United States
OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience, strong communication and commercial awareness, client relationship building, flexibility to work evenings/weekends/holidays, product knowledge and selling skills.
POS
1d
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Client Advisor-Cincinnati Kenwood Center
Cincinnati, Ohio, United States
$19-$22/hr OnsiteFull Time
Retail, luxury retail, hospitality, or related client experience; proven sales results; POS and client tracking system proficiency; Microsoft Outlook/email; flexible availability; U.S. work authorization.
Point of Sales (POS) systems, client tracking systems, Microsoft Outlook
1d
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Client Advisor-Cincinnati Kenwood Center
Cincinnati, Ohio, United States
$19-$22/hr OnsiteFull Time
3+ YOERetail, luxury retail, hospitality, or related client experience; proven sales results; POS, client tracking systems, and Microsoft Outlook proficiency; US work authorization; flexibility for nights, weekends, and holidays.
Point of Sales (POS) systems, client tracking systems, Microsoft Outlook
1w
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Remote Client Growth Advisor
Dayton, Ohio, United States
RemoteFull Time
Self-motivated, goal-oriented communicator who is organized, adaptable, coachable, and comfortable working independently in a remote environment; prior experience is helpful but not required.
2w
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Senior Client Advisor / Relationship Manager
Toledo or Columbus or Cincinnati or Columbus
OnsiteFull Time
5+ YOEBachelor’s degree; 5+ years of wealth management client relationship experience; exceptional communication, fiduciary judgment, organizational discipline, and knowledge of the full wealth management lifecycle. Finance or business preferred.
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Beavercreek, Ohio
Beavercreek, Ohio, United States
OnsiteFull Time
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.
1w
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Work From Home - Client Benefits Advisor
Hamilton, Ohio, United States
RemoteFull Time
Requires dedication to customer service, strong communication and interpersonal skills, ability to lead and inspire teams, and interest in professional growth.
Zoom
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Client Relationship Analyst
Cincinnati, Ohio, United States
OnsiteFull Time
Provide client support for financial advisors, execute money movements, manage administrative tasks, strong MS Office skills, detail-oriented, willing to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Client Relationship Analyst
Cincinnati, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; strong Microsoft Office skills; detail oriented; willingness to obtain Series licenses; high school diploma or equivalent required; college preferred.
MSOnline, eSign, eAuthorization, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
3mo
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Financial Advisor
Blue Ash, Ohio, United States
$90k/yr OnsiteFull Time
5+ YOE5–7 years in financial planning and client relationships; CFP designation required; Series 65 required; strong client communication and teamwork.
3mo
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Wealth Advisor
Cincinnati, Ohio, United States
OnsiteFull Time
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
2w
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Financial Advisor
Cincinnati, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Securities Industry Essentials (SIE)
3mo
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Financial Advisor
Cincinnati, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain insurance and securities licenses (SIE, Series 6,7,63,Life/Accident & Health), entrepreneurial drive, and legal US work authorization without sponsorship.
1w
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Senior Compliance Advisor
Covington, Kentucky, United States
OnsiteFull Time
5+ YOEBachelor's degree, 5+ years of defined contribution client service experience, 4+ years of nondiscrimination testing experience, and expertise in compliance, regulatory guidance, client consultation, and escalated issue resolution.
Employee Plans Compliance Resolution System (EPCRS), Form 5500, General Test, Benefits Rights and Features Test, Average Benefit Test, ERISA, FINRA
2mo
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Mission Advisor
Cincinnati, Ohio, United States
OnsiteFull Time
3+ YOE3+ years professional experience, strong client-service and problem-solving skills, proficiency with Microsoft Word/PowerPoint/Outlook, multi-database navigation, multi-line phone operation, basic math and global geography knowledge.
Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Wealth Advisor
Cincinnati, Ohio, United States
OnsiteFull Time
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.
CRM
2mo
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Senior Technical Advisor
Blue Ash or Cleveland or Columbus
$151k-$240k/yr OnsiteFull Time
10+ YOEEngineering degree and 10–12 years of relevant experience required. Advanced technical expertise, project leadership, client advising, and complex engineering review experience required; PE preferred.
1mo
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Investment Advisor III
Cincinnati, Ohio, United States
$112k-$208k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years industry experience typically required; responsible for managing client investment accounts, delivering investment advice, growing assets, and executing risk management in accordance with firm policies.
1mo
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Beauty Advisor - Part Time
Crestview Hills, Kentucky, United States
$18-$21/hr OnsitePart Time
Retail or client-facing experience, passion for beauty, strong communication, ability to lift up to 50 pounds, punctual and available nights/weekends/holidays.
3w
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Beauty Advisor - Part Time
Crestview Hills, Kentucky, United States
$18-$21/hr OnsitePart Time
Retail or client-facing experience, passion for beauty, strong communication, ability to lift up to 50 lbs, reliable attendance and availability for nights/weekends/holidays.
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