64 client advisor jobs at 25 companies in Reading, OH
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GUCCI - Client Advisor - Cincinnati
Cincinnati, Ohio, United States
OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience, strong communication and commercial awareness, client relationship building, flexibility to work evenings/weekends/holidays, product knowledge and selling skills.
POS
1mo
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GUCCI - Client Advisor - Cincinnati
Cincinnati, Ohio, United States
OnsiteFull Time
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
2d
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Remote Client Growth Advisor
Dayton, Ohio, United States
RemoteFull Time
Self-motivated, goal-oriented communicator who is organized, adaptable, coachable, and comfortable working independently in a remote environment; prior experience is helpful but not required.
4d
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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.
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Beavercreek, Ohio
Beavercreek, Ohio, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) and Life/Health/Long Term Care insurance license required or to be obtained within 60 days; CFP and bachelor’s degree preferred.
21h
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Work From Home - Client Benefits Advisor
Cincinnati, Ohio, United States
RemoteFull Time
Customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and interest in professional growth and development.
Zoom
1mo
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Client Relationship Analyst
Beavercreek, Ohio, United States
OnsiteFull Time
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
1mo
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Client Relationship Analyst
Beavercreek, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; detail-oriented, advanced Microsoft Office skills; willing to obtain securities licenses (Series 7/66 or Series 63/65).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
3mo
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Registered Private Wealth Client Associate
Cincinnati, Ohio, United States
OnsiteFull Time
Provides client service support to Financial Advisors; requires FINRA SIE, Series 7, and Series 66; strong client service and tech skills.
Salesforce, Microsoft Word, Microsoft Excel, PowerPoint
2mo
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Financial Advisor
Blue Ash, Ohio, United States
$90k/yr OnsiteFull Time
5+ YOE5–7 years in financial planning and client relationships; CFP designation required; Series 65 required; strong client communication and teamwork.
2mo
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Wealth Advisor
Cincinnati, Ohio, United States
OnsiteFull Time
Bachelor's in Finance or related field; experience in financial services; strong analytical and client-facing skills; proficient in Microsoft Office and planning software.
Microsoft Office, MoneyGuidePro, Financial planning software
4d
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Financial Advisor
Cincinnati, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Securities Industry Essentials (SIE)
2mo
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Financial Advisor
Cincinnati, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain insurance and securities licenses (SIE, Series 6,7,63,Life/Accident & Health), entrepreneurial drive, and legal US work authorization without sponsorship.
2mo
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Mission Advisor
Cincinnati, Ohio, United States
OnsiteFull Time
3+ YOE3+ years professional experience, strong client-service and problem-solving skills, proficiency with Microsoft Word/PowerPoint/Outlook, multi-database navigation, multi-line phone operation, basic math and global geography knowledge.
Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Wealth Advisor
Cincinnati, Ohio, United States
OnsiteFull Time
5+ YOE5+ years in financial services, bachelor\u0002s degree required, Series 65/CFP/CFA required, strong client relationship and business development skills, SEC compliance familiarity, CRM use, strong communication and critical thinking.
CRM
1mo
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Investment Advisor III
Cincinnati, Ohio, United States
$112k-$208k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years industry experience typically required; responsible for managing client investment accounts, delivering investment advice, growing assets, and executing risk management in accordance with firm policies.
3w
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Beauty Advisor - Part Time
Liberty Township, Ohio, United States
$18-$23/hr OnsitePart Time
Retail or client-facing experience, passion for beauty, strong communication, ability to lift 50 lbs, availability for nights/weekends/holidays, quick learner.
1w
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Beauty Advisor - Part Time
Crestview Hills, Kentucky, United States
$18-$21/hr OnsitePart Time
Retail or client-facing experience, passion for beauty, strong communication, ability to lift up to 50 lbs, reliable attendance and availability for nights/weekends/holidays.
1w
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Wealth Planning Advisor
Centerville, Ohio, United States
HybridFull Time
Bachelor's degree in finance/accounting required; financial consulting experience preferred; strong analytical, communication, and client-relationship skills; financial planning certifications a plus.
1w
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Resident Advisor - Corrections (2nd Shift)
Cincinnati, Ohio, United States
$17-$19/hr OnsiteFull Time
0+ YOEOversee daily client activities, ensure safety and structure, conduct safety checks and searches, document observations, support client life-skill development; high school diploma/GED and valid driver’s license required.
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