HiringCafe
Join our community

215 client advisor jobs at 51 companies in Ohio

1mo
Save
Mark Applied
Hide
Private Client Advisor
Mansfield, Ohio, United States
OnsiteFull Time
KeyBank
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
Job PostingView all
3w
Save
Mark Applied
Hide
Work From Home - Client Benefits Advisor
Newark, Ohio, United States
RemoteFull Time
AO Garcia Agency
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.
Zoom
Job PostingView all
2w
Save
Mark Applied
Hide
Client Advisor - Part Time
Columbus, Ohio, United States
OnsitePart Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
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.
Job PostingView all
4w
Save
Mark Applied
Hide
GUCCI - Client Advisor - Cincinnati
Cincinnati, Ohio, United States
OnsiteFull Time
Gucci
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
2+ YOE2+ years luxury fashion sales experience, proven sales track record, strong communication and commercial awareness, ability to work retail schedule including evenings/weekends/holidays, product and styling knowledge.
POS
Job PostingView all
6d
Save
Mark Applied
Hide
Private Client Advisor II
Cleveland, Ohio, United States
$100k-$275k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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.
Job PostingView all
3mo
Save
Mark Applied
Hide
Client Service Advisor
Columbus, Ohio, United States
OnsiteFull Time
Western Alliance Bank
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
1+ YOE1+ year treasury management or related banking experience; HS diploma required; knowledge of banking operations, compliance, and basic software; strong communication.
Word, Excel
Job PostingView all
2w
Save
Mark Applied
Hide
Client Protection Advisor
Lorain, Ohio, United States
$150k-$200k/yr RemoteFull Time, Part Time
Meron Financial Agency
Meron Financial Agency: Provides remote life insurance and financial protection services.
Driven, coachable individuals; must live in the U.S. and be a U.S. citizen or legal/permanent resident. Commission-only role with leads provided; no cold calling.
Job PostingView all
5d
Save
Mark Applied
Hide
J.P. Morgan Wealth Management – Private Client Advisor - Toledo, Ohio
Toledo, Ohio, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor experience, demonstrated client acquisition and relationship skills, Series 7 and Series 66 (or 63/65) required, life/health/long-term-care insurance license required, CFP and bachelor’s preferred.
Job PostingView all
7h
Save
Mark Applied
Hide
Client Advisor - Columbus, OH Easton Town Center
Columbus, Ohio, United States
$19-$22/hr OnsiteFull Time
Tiffany & Co.
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.
Point of Sale (POS), Microsoft Outlook
Job PostingView all
2mo
Save
Mark Applied
Hide
Premier Client Financial Advisor - PNC Wealth Management
Westlake, Ohio, United States
$75k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEExperience in wealth management; licenses needed; bachelor’s degree; 2+ years preferred; strong client relation skills.
Job PostingView all
5d
Save
Mark Applied
Hide
Client Relationship Analyst
Columbus, Ohio, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
Job PostingView all
1w
Save
Mark Applied
Hide
Client Relationship Analyst
Beavercreek, Ohio, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to financial advisors; strong Microsoft Office, communication, organizational skills; willingness to obtain securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
Job PostingView all
1mo
Save
Mark Applied
Hide
Licensed Client Service Administrator
Columbus or United States
HybridFull Time
Thrivent
Thrivent: Provides financial advice, insurance, and investments to member-owners.
2+ YOELicensed financial services support role handling client inquiries, account processing, CRM data entry, and coordination with financial advisors.
Salesforce, Microsoft Word, Microsoft Excel, PowerPoint
Job PostingView all
4w
Save
Mark Applied
Hide
Automotive Service Advisor
Whitehouse, Ohio, United States
OnsiteFull Time
Price Pro Ford
Price Pro Ford: A Ford franchise dealership service department delivering vehicle maintenance, repair, and customer-facing support.
1+ YOE1–2 years automotive service advisor or high-volume client relations experience; proficiency with DMS (CDK, Reynolds & Reynolds, Dealertrack); valid driver’s license; strong communication and customer service skills.
Dealership Management System (DMS), CDK, Reynolds & Reynolds, Dealertrack
Job PostingView all
3w
Save
Mark Applied
Hide
Part-Time Client Services Associate
Worthington, Ohio, United States
$20-$25/hr OnsitePart Time
Stratos Wealth Partners
Stratos Wealth Partners: Independent wealth management firm providing financial planning and investment advice.
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
Job PostingView all
2mo
Save
Mark Applied
Hide
Financial Advisor
Cincinnati, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Full-time role requiring licensing and entrepreneurial drive; training and licensing program; build client base and manage client relationships.
Job PostingView all
2mo
Save
Mark Applied
Hide
Wealth Advisor
Independence, Ohio, United States
$90k-$120k/yr OnsiteFull Time
MAI Capital Management
MAI Capital Management: Provides investment management and financial planning for private clients.
3+ YOEBachelor's degree required; 3+ years client-facing wealth management or financial advisory experience; CFP/CFA/CPA strongly preferred; strong communication and client service skills.
Job PostingView all
2w
Save
Mark Applied
Hide
Automotive Service Advisor - The Wyler Collection, Dublin, Ohio
Dublin, Ohio, United States
OnsiteFull Time
Jeff Wyler Automotive Family
Jeff Wyler Automotive Family: Operates a network of automotive dealerships selling and servicing vehicles.
Customer-facing advisor who communicates clearly, builds client relationships, and delivers exceptional service; training and tools provided; open to all experience levels.
Job PostingView all
1w
Save
Mark Applied
Hide
Service Advisor
Parma, Ohio, United States
$45k-$55k/mo OnsiteFull Time
Valley Truck Centers
Valley Truck Centers: Sells and services commercial trucks and vehicles.
Experience in commercial truck or automotive service, strong communication and problem-solving, client account management, familiarity with CDK software helpful.
CDK
Job PostingView all
2w
Save
Mark Applied
Hide
Automotive Service Advisor - The Wyler Collection, Dublin, Ohio
Dublin, Ohio, United States
OnsiteFull Time
The Wyler Collection
The Wyler Collection: Luxury automotive dealership group selling new and used vehicles.
Customer-facing service advisor role focused on communication, relationship-building, client guidance, and delivering exceptional ownership experiences; training and tools provided; open to all experience levels.
Job PostingView all

Explore Jobs

Expand Your Job Search