32 client advisor jobs at 13 companies in Oregon, OH
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Private Client Advisor
Sandusky, Ohio, United States
HybridFull Time
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.
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Toledo, Ohio
Toledo, Ohio, United States
OnsiteFull Time
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.
3w
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Senior Client Advisor / Relationship Manager
Toledo or Columbus or Cincinnati or Columbus
OnsiteFull Time
5+ YOEBachelor’s degree; 5+ years of wealth management client relationship experience; exceptional communication, fiduciary judgment, organizational discipline, and knowledge of the full wealth management lifecycle. Finance or business preferred.
1mo
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking solutions; high school diploma required; familiarity with investment products and FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, promote banking offerings, and support operational excellence; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Financial Advisor
Toledo, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
proprietary planning software
4w
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Wealth Advisor
Frisco or Nashville or Chicago or Birmingham or Ann Arbor or Houston or Wheaton or Overland Park
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience required; Series 7, 63 and 65 (or 66) required within 120 days; university degree preferred; client relationship and business development skills.
1mo
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Registered Investment Advisor
Toledo, Ohio, United States
HybridFull Time
Bachelor's in finance/accounting or related, experience in financial consulting preferred, strong analytical and communication skills, ability to build client relationships; financial planning credentials are a plus.
2w
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Financial Advisor Associate
Perrysburg, Ohio, United States
$65k-$90k/yr OnsiteFull Time
5+ YOEBachelor's degree in business, finance, sales, marketing, or related field, or equivalent five years' professional experience. Requires communication, networking, organizational, problem-solving, and client advisory skills.
Financial Planning Specialist (FPS), Securities Industry Essential (SIE)
4d
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Associate Financial Advisor
Ann Arbor, Michigan, United States
$69k-$75k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; sales or client relationship experience; strong communication; willingness to obtain required licenses within three months.
MoneyGuide, Salesforce
2mo
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Career Advisor/PATH Program
Howell or Hillsdale County or Jackson County or Lenawee County or Livingston County or Washtenaw County
$19-$25/hr OnsiteFull Time
2+ YOEAssociate's degree + 2 years in human services or case management required (Bachelor's preferred). Knowledge of WIOA/PATH/FAE&T and program eligibility, case management, client assessment, program enrollment, and travel between service centers.
Pure Michigan Talent Connect
1mo
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Part-Time Beauty Advisor - Sephora
Northville, Michigan, United States
$15/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and perform physical tasks.
4d
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Associate Financial Advisor - Ann Arbor, MI
Ann Arbor, Michigan, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; sales, business development, or client relationship experience; strong communication skills; willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
3w
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Taylor, Michigan, United States
$15/hr OnsitePart Time
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible day, night, weekend, and holiday availability, basic math, reading, and computer skills.
handheld scanners
3mo
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Wealth Management Advisor II
Cleveland or Toledo
$122k-$262k/yr OnsiteFull Time
8+ YOEBachelor's degree required; CFP/CFA/CPWA preferred and to be obtained within 24-36 months; life/health licenses required; 8+ years sales/client service in financial services; CRM/Office software proficiency.
CRM, Word, Excel, PowerPoint
4w
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Relationship Manager (Ann Arbor, MI)
Ann Arbor, Michigan, United States
$66k-$78k/yr HybridFull Time
Client-facing wealth management role overseeing service delivery, partnering with advisors, and supporting client retention and growth; requires CRM proficiency, strong communication, and leadership skills.
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