19 client advisor jobs at 11 companies in Mansfield, OH
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Private Client Advisor
Mansfield, Ohio, United States
OnsiteFull Time
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
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote advisor role working with inbound/interested clients; no cold outreach. Seeking competitive, self-starting, coachable individuals able to guide, educate, and advance clients toward next steps.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
Provide investment and financial planning to mass affluent clients; must obtain/hold FINRA SIE, S7, S66/S63 and 65, resident state insurance licenses; strong sales, communication, and consultative planning skills; valid driver’s license.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOERetail or hospitality experience with proven commercial results; ability to build client relationships; proficiency with POS and Microsoft Outlook; flexible to work days/nights/weekends/holidays; must be authorized to work in the hiring country.
J.P. Morgan Wealth Management – Private Client Advisor - New Albany, Ohio
New Albany, Ohio, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years in financial advisor role; proven client acquisition and relationship management; Series 7 and Series 66 (63/65) licenses; Life/Health/LTC licenses; CFP preferred; Bachelor's degree preferred.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOEProvide client service and administrative support for financial advisors; requires high school diploma (college preferred), Series registrations, 2+ years industry experience preferred, advanced Microsoft Office skills, strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MS Online, eSign, eAuthorization, Zoom
Bachelor's degree in finance/accounting or related field; experience in financial consulting preferred; strong analytical, communication, and client-relationship skills; financial planning certifications a plus.
Peoples BankNASDAQ: PEBO: Provides commercial and retail banking, insurance, and investment services.
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.
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.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience preferred, passion for beauty, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and stand for up to 8 hours.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math/reading/computer skills, complete training and operate handheld devices.
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Client-facing retail experience, passion for beauty, strong communication skills, ability to lift up to 50 lbs, flexible availability for days/nights/weekends/holidays, basic math and computer skills.
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
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, strong communication, ability to lift up to 50 lbs, availability for days/nights/weekends/holidays, complete company training.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Retail client-facing experience, strong communication and product knowledge, ability to lift up to 50 lbs., complete training, and work flexible schedules including nights, weekends, and holidays.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail or service experience, strong communication and influencing skills, passion for beauty, ability to lift up to 50 lbs, complete company training, and availability to work days, nights, weekends and holidays.
2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ)
Tempe or Westerville or Plano
OnsiteInternship, Full Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Undergraduate student (graduating Dec 2027–Jun 2028), strong leadership and client-service skills, interest in financial advising, ability to study for and take the FINRA SIE exam, authorized to work in the U.S.