31 client advisor jobs at 11 companies in Riverside, OH

1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Beavercreek, Ohio
Beavercreek, Ohio, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
1w
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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
1w
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Client Relationship Analyst
Beavercreek, Ohio, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
2mo
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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.
2mo
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Financial Advisor
Blue Ash, Ohio, United States
$90k/yr OnsiteFull Time
Stratos Wealth Partners
Stratos Wealth Partners: Independent wealth management firm providing financial planning and investment advice.
5+ YOE5–7 years in financial planning and client relationships; CFP designation required; Series 65 required; strong client communication and teamwork.
5d
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Beauty Advisor - Part Time
Liberty Township, Ohio, United States
$18-$23/hr OnsitePart Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-facing experience, passion for beauty, strong communication, ability to lift 50 lbs, availability for nights/weekends/holidays, quick learner.
3mo
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Private Wealth Advisor
Dayton, Ohio, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Bachelor's in finance or accounting; experience in financial consulting preferred; strong analytical, communication, and client-relations skills; financial planning licenses a plus.
5d
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Beauty Advisor - Part Time
Liberty Township, Ohio, United States
$18-$23/hr OnsitePart Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
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.
3mo
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Financial Advisor - PNC Wealth Management
Dayton or Ohio
$45k-$64k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEFinancial advisory experience; client relationship management; knowledge of investments and insurance; FINRA licenses required; bachelor’s degree; 2+ years experience.
5d
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Part-Time Beauty Advisor - Sephora
Centerville, Ohio, United States
$13/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail experience, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs and perform physical tasks.
handheld scanners
5d
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Part-Time Beauty Advisor (Rehire/Referral)
Miami Township, Ohio, United States
$14/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Client-facing retail experience, passion for beauty, strong verbal communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50+ lbs and complete company training.
1w
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Resident Advisor - Residential Corrections (3rd Shift)
Lebanon, Ohio, United States
$17-$19/hr OnsiteFull Time
Talbert House
Talbert House: Provides mental health, addiction, and community social services.
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.
4d
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Business Advisor of ECDI Tier 1 Minority Business Assistance Center (MBAC)
Dayton, Ohio, United States
$55k-$65k/yr HybridFull Time
Economic and Community Development Institute
Economic and Community Development Institute: A nonprofit organization providing business advising and support services to help entrepreneurs and small businesses grow.
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
1mo
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Financial Advisor - Xenia, OH - Market 11, Region 072
Xenia, Ohio, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
Edward Jones: Financial services firm providing wealth management and investment advice.
Ability to develop a client practice, obtain required securities and insurance registrations (SIE, Series 7, Series 66, state insurance), strong relationship-building and critical thinking, and willingness to complete paid training.
4d
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Branch Office Administrator - West Chester, OH
West Chester, Ohio, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service, manage account administration, support financial advisors, strong attention to detail, computer literacy, and teamwork; willingness to complete 6-month training.
MoneyGuide, Salesforce, Microsoft Office