23 client advisor jobs at 8 companies in Norwalk, OH
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Private Client Advisor
Sandusky, Ohio, United States
HybridFull Time
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.
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
Retail, hospitality, or client-focused service experience; strong communication, product-learning, teamwork, and relationship-building skills; ability to lift and carry up to 50 pounds.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience preferred, ability to lift up to 50 lbs, excellent communication and interpersonal skills, availability for nights, weekends, and holidays, meet minimum weekly shift/hours.
Bachelor's degree in finance, accounting, or related field; experience in financial consulting preferred; strong analytical, communication, and client-relationship skills; financial planning licenses/certifications a plus.
Morgan StanleyNYSE: MS: Provides global financial services including investment banking and wealth management.
Bachelor's degree in business, finance, sales, marketing, or related field, or equivalent five years' professional experience; strong communication, networking, organizational, and client advisory skills; background check required.
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: 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.
Edward Jones: Provides personalized financial advice and wealth management services.
Provide client service, manage account documentation and transactions, support advisors with administrative tasks, schedule appointments, assist marketing, and use financial and office software.
Edward Jones: Financial services firm providing wealth management and investment advice.
Provide client service, account administration, scheduling, document preparation, and support financial advisors; must be computer literate and able to learn MoneyGuide, Salesforce, and Microsoft Office.