60 client advisor jobs at 23 companies in Marion, OH
2mo
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Private Client Advisor
Mansfield, Ohio, United States
OnsiteFull Time
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
1mo
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Client Advisor - Part Time
Columbus, Ohio, United States
OnsitePart Time
Drive sales and achieve individual/team goals, master brand and product knowledge, advise clients across categories, use clienteling tools to build long-term relationships; retail or customer-centric experience preferred.
1d
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J.P. Morgan Wealth Management – Private Client Advisor - Hilliard, Ohio
Hilliard, Ohio, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; valid Series 7, Series 66 (or 63/65) and Life/Health/Long Term Care insurance licensure; CFP preferred.
2w
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Client Advisor - Columbus, OH Easton Town Center
Columbus, Ohio, United States
$19-$22/hr OnsiteFull Time
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.
Point of Sale (POS), Microsoft Outlook
4d
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Client Service Admin
Columbus, Ohio, United States
$45k-$60k/yr OnsiteFull Time
Provide white-glove client service, manage client correspondence and scheduling, maintain organized electronic and physical filing, handle calls and emails professionally, and support advisors with administrative tasks.
1w
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Client Relationship Analyst
Columbus, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; strong organizational, communication, and Microsoft Office skills; willingness to obtain securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
3w
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Private Wealth Client Associate
Columbus, Ohio, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, follow policies, and promote banking solutions; strong attention to detail and computer proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Financial Advisor
Delaware, Ohio, United States
OnsiteFull Time
Advises clients on investments, retirement and insurance; holds required securities and insurance licenses; strong sales track record, communication, analytical skills, and technological proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3w
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Financial Advisor
Findlay, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial drive, client-facing experience, ability to obtain life/health and securities licenses, strong communication and critical thinking, US work authorization without sponsorship.
1mo
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Senior Wealth Advisor
Bexley, Ohio, United States
HybridFull Time
Bachelor's in finance/accounting preferred; experience in financial consulting preferred; strong analytical, communication, and client-relationship skills; financial planning credentials a plus.
1mo
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Insurance Producer / Client Advisor
Reynoldsburg, Ohio, United States
$50k-$100k/yr OnsiteFull Time
Relationship-driven sales professional with strong work ethic, coachability, and communication skills; prior outside or B2B sales experience preferred but insurance experience not required.
1w
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Beauty Advisor - Part Time
Columbus, Ohio, United States
$18-$21/hr OnsitePart Time
Provide personalized consultations and product recommendations in a retail beauty environment; prior client-facing retail or hospitality experience preferred; able to lift up to 50 lbs.
2w
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Associate Financial Advisor
Worthington, Ohio, United States
$75k-$90k/yr OnsiteFull Time
Series 7 and 66 and state life & health insurance required; some financial services experience; strong client communication, organization, and Microsoft Office/Excel skills; APMA designation expected after hire.
Microsoft Office, Microsoft Excel
2mo
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Part-Time Beauty Advisor - Sephora
Mansfield, Ohio, United States
$13/hr OnsitePart Time
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.
handheld scanners, multiple frequency devices
3w
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Private Bank Wealth Advisor II
Columbus, Ohio, United States
OnsiteFull Time
3+ YOEBachelor's degree, obtain state life and health licenses within 90 days, 3+ years wealth/financial advisory or sales experience with high-net-worth clients, strong communication and relationship skills.
1mo
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PWM Private Wealth Advisor
Columbus or United States
$127k-$149k/yr HybridFull Time
8+ YOEBachelor's degree or equivalent experience, 8+ years working with high or ultra high net worth clients, NMLS registration required, strong relationship management and business development, CFA/CFP preferred.
National Mortgage Licensing System (NMLS), E-Verify
4w
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Senior Insurance Industry Advisor
Burlington or Columbus or Chicago
$165k-$305k/yr HybridFull Time
12+ YOE12+ years insurance and consulting experience across P&C, life, reinsurance and brokers; proven business development, client engagement, and transformation delivery; C-suite interaction and strong communication skills.
2mo
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Financial Solutions Advisor - PNC Wealth Management
Columbus or Georgesville
$73k/yr OnsiteFull Time
0+ YOEConsult on investments and insurance; build wealth plans; manage client relationships; adhere to laws and risk framework.
3w
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Mansfield, Ohio, United States
$17-$22/hr OnsitePart Time
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.
handheld scanners
2mo
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Financial Advisor - Findlay, OH - Market 11, Region 379
Findlay, Ohio, United States
$45k-$100k/yr OnsiteFull Time
Build and grow a client-focused practice; obtain securities and insurance registrations (SIE, Series 7, Series 66, state insurance); demonstrate sales/financial services experience or equivalent; strong relationship, communication, and critical thinking skills.
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