1mo
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Work From Home - Client Benefits Advisor
Newark, Ohio, United States
RemoteFull Time
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.
Zoom
3mo
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Private Client Advisor
Columbus, Ohio, United States
HybridFull Time
Identify and grow mass affluent clients, provide investment solutions, and cross-sell banking products; requires FINRA licenses and state life licenses.
Office software, Proprietary financial services systems
4w
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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.
3mo
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Client Service Advisor
Columbus, Ohio, United States
OnsiteFull Time
1+ YOE1+ year treasury management or related banking experience; HS diploma required; knowledge of banking operations, compliance, and basic software; strong communication.
Word, Excel
1w
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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
2w
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J.P. Morgan Wealth Management – Private Client Advisor - Powell, Ohio
Powell, Ohio, United States
OnsiteFull Time
2+ YOE2+ years financial advisor experience, demonstrated client acquisition and relationship management, valid Series 7 and Series 66 (or 63/65) required, life/health/long-term-care insurance license required, CFP preferred, bachelor’s degree preferred.
4w
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GUCCI | Senior Client Advisor - Columbus Easton
Columbus, Ohio, United States
OnsiteFull Time
4+ YOE4+ years luxury fashion sales experience; strong relationship-building, communication, and commercial awareness; passion for fashion and product knowledge; flexibility for retail schedule including evenings, weekends, and holidays.
POS
2w
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Client Relationship Analyst
Columbus, Ohio, United States
OnsiteFull Time
Provide client service and operational support to financial advisors, execute transactions, manage client inquiries, and assist with account documentation and meeting preparation.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1d
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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
1mo
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Part-Time Client Services Associate
Worthington, Ohio, United States
$20-$25/hr OnsitePart Time
Entry-level client-facing role; requires proficiency with Microsoft Office and CRM, familiarity with Canva and Adobe Suite, strong communication and organizational skills, high school diploma preferred, prior experience supporting financial advisors preferred.
Microsoft Office Suite, CRM, Canva, Adobe Suite
22h
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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
2w
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Financial Advisor
Upper Arlington, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, licensing (Life/Accident & Health, SIE, Series 6,7,63), entrepreneurial mindset, client-facing experience, strong communication and time-management, legal US work authorization.
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.
1d
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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.
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.
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
3mo
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Financial Advisor - PNC Wealth Management
Dublin, Ohio, United States
$75k/yr OnsiteFull Time
2+ YOERequires FINRA Series 7 and 66 (or 63/65), Life/Health insurance licenses; bachelor’s degree; 2+ years of relevant experience; ability to develop and manage client relationships and financial plans.
2w
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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
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