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.
2w
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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.
1w
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Client Care Manager
Austintown, Ohio, United States
FieldFull Time
Relationship-focused care advisor with client consultation, care planning, quality assurance, documentation, coaching, and strong communication skills.
1w
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Client Care Manager
Austintown, Ohio, United States
OnsiteFull Time
Relationship-focused care advisor to assess needs, create personalized care plans, conduct consultations and quality visits, support Care Professionals, and maintain documentation.
1d
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Tax Advisor
Independence, Ohio, United States
OnsiteFull Time
5+ YOEPrepare and review complex tax returns for high-net-worth clients; perform tax research; convert cash-to-accrual statements; communicate with clients and government agencies.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Adobe, Microsoft PowerPoint, GoSystem RS, GoSystem Tax RS, SurePrep, Bloomberg Tax, GoFileRoom, FirmFlow, BNA Planner, CCH Axcess
3w
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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
1mo
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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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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.
1w
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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.
2w
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Investment Advisor III
Cleveland, Ohio, United States
$112k-$208k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years industry experience; strong client relationship, investment management, portfolio and risk skills; decision making and communication abilities.
1w
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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.
1w
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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
1mo
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Senior Wealth Advisor
Twinsburg, Ohio, United States
HybridFull Time
Bachelor's degree in finance or accounting required; experience in financial consulting preferred. Strong analytical, communication, and client-relationship skills; financial planning certifications are 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.
8h
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Wealth Advisor II
Akron, Ohio, United States
OnsiteFull Time
5+ YOEBachelor's degree required; CFP and 5 years' advisory experience required (or 7 years client-facing RIA experience); clean Form U4; competency with financial planning, tax, estate, retirement, and risk planning; Salesforce and Microsoft Office proficiency.
Salesforce, Microsoft Office
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.
5d
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Merchant Sales Advisor
Cleveland, Ohio, United States
$48k-$72k/yr HybridFull Time
1+ YOEBachelor's degree or equivalent,1+ year payments experience in banking,1+ year client-focused success,strong financial acumen,negotiation and closing skills,valid driver's license.
1w
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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.
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