37 client advisor jobs at 16 companies in Richmond, IN
5d
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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.
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.
2d
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Work From Home - Client Benefits Advisor
Hamilton, Ohio, United States
RemoteFull Time
Requires dedication to customer service, strong communication and interpersonal skills, ability to lead and inspire teams, and interest in professional growth.
Zoom
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.
1w
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Financial Advisor
Dayton, 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.
3w
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Financial Advisor
Muncie, Indiana, United States
OnsiteFull Time
3+ YOE3+ years securities/annuity sales experience, high school diploma or equivalent, valid driver’s license, Series 7 and state securities/insurance licenses required; strong sales and client relationship skills.
1mo
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Senior Wealth Advisor
Cumberland, Indiana, United States
HybridFull Time
Bachelor's degree in finance or accounting required; financial consulting experience preferred. Strong analytical, communication, and client-relationship skills; licenses/certifications in financial planning are a plus.
2mo
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Senior Technical Advisor
Blue Ash or Cleveland or Columbus
$151k-$240k/yr OnsiteFull Time
10+ YOEEngineering degree and 10–12 years of relevant experience required. Advanced technical expertise, project leadership, client advising, and complex engineering review experience required; PE preferred.
4w
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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.
4w
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Beauty Advisor - Part Time
Liberty Row, Ohio, United States
$18-$23/hr OnsitePart Time
Retail, hospitality, or client-focused service experience preferred; requires strong communication, product-learning ability, teamwork, reliability, and ability to lift and carry up to 50 pounds.
4w
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Beauty Advisor - Part Time
Liberty Township, Ohio, United States
$18-$23/hr OnsitePart Time
Retail or client-facing experience, strong communication, ability to meet weekly shift minimums, available nights/weekends/holidays, able to lift up to 50 lbs, goal-driven and team-oriented.
1w
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Part-Time Beauty Advisor - Sephora
Centerville, Ohio, United States
$15/hr OnsitePart Time
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math, reading, computer, and merchandise-handling skills.
handheld scanners
1mo
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Wealth Advisor I (IN, Greenfield)
Greenfield, Indiana, United States
OnsiteFull Time
2+ YOECFP or CFA in good standing, Bachelor's in finance-related field, minimum 2 years leading client relationships in financial planning/wealth management, strong communication and financial planning knowledge, valid driver's license if driving required.
1mo
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Resident Advisor - Residential Corrections (3rd Shift)
Lebanon, Ohio, United States
$17-$19/hr OnsiteFull Time
0+ YOEHigh school diploma, valid driver license and insurance, 0-2 years experience, ability to monitor clients, distribute medications, complete documentation, crisis management and basic computer skills.
3mo
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Middletown, Ohio, United States
$16/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong communication and influencing skills, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer operation, complete required training.
handheld scanners, multiple frequency devices
4w
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Business Advisor of ECDI Tier 1 Minority Business Assistance Center (MBAC)
Dayton, Ohio, United States
$55k-$65k/yr HybridFull Time
5+ YOEProvide one-on-one business consulting, prepare financial projections, advise on capital readiness and procurement, develop workshops, maintain client records, and meet program KPIs for entrepreneurial clients.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CRM
2mo
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Financial Advisor - Centerville, OH - Market 11, Region 072
Centerville, Ohio, United States
$45k-$100k/yr OnsiteFull Time
Candidate must be able to build client relationships, obtain required securities and state insurance registrations (SIE, Series 7, Series 66), and complete firm training; bachelor's degree preferred or equivalent experience; sales/financial services experience desirable.
18h
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Financial Solutions Advisor Registration Candidate - North Main and Forest Park Financial Center
Dayton, Ohio, United States
OnsiteFull Time
High school diploma or equivalent required. Requires client relationship, needs assessment, solution recommendation, communication, multitasking, technology adaptation, and ability to obtain industry licenses.
FINRA Securities Industry Essentials (SIE)
1d
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Financial Solutions Advisor Registration Candidate - North Main and Forest Park Financial Center
Dayton, Ohio, United States
OnsiteFull Time
High school diploma or equivalent required. Requires financial services or sales experience, client relationship skills, communication, multitasking, technology adaptability, and ability to obtain industry licenses.
2mo
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Relationship and Operations Associate
Blue Ash, Ohio, United States
$60k-$80k/yr OnsiteFull Time
Provide client-facing service and operations support for advisors, process new accounts and transfers, maintain accurate client records, strong MS Office skills and attention to detail required.
Microsoft Office, Microsoft Teams, Microsoft Excel, Microsoft Outlook, Orion, Adobe, Zoom, Salesforce
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