36 client advisor jobs at 13 companies in Sandusky, 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.
5d
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Client Protection Advisor
Lorain, Ohio, United States
$150k-$200k/yr RemoteFull Time, Part Time
Driven, coachable individuals who live in the U.S. and are U.S. citizens or legal/permanent residents; industry experience is not required.
2w
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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
2mo
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Beauty Advisor - Flex
Westlake, Ohio, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, product-learning, teamwork, and relationship-building skills; ability to lift and carry up to 50 pounds.
2mo
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Beauty Advisor - Flex
Westlake, Ohio, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail/client-facing experience preferred, excellent communication, product knowledge, availability for nights/weekends/holidays, able to lift 50 lbs, meet minimum weekly hours for assigned commitment.
2mo
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Beauty Advisor - Flex
Westlake, Ohio, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience preferred, ability to lift up to 50 lbs, excellent communication and interpersonal skills, availability for nights, weekends, and holidays, meet minimum weekly shift/hours.
2w
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Beauty Lead Advisor - Sephora
Perrysburg, Ohio, United States
$16/hr OnsiteFull Time
Beauty passion, client-facing retail or service experience, strong written and verbal communication, basic math and computer skills, and availability for days, nights, weekends, and holidays.
handheld scanners
3w
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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.
1w
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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)
1mo
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Business Advisor - Chatham, Ontario (264298)
Chatham or Leamington or Sarnia or Wallaceburg or Windsor
OnsiteFull Time
Manage and grow a portfolio of business clients; knowledge of business banking products, financial statements, risk policies; strong relationship and business development skills; valid driver’s license and vehicle.
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
1mo
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Mansfield, Ohio, United States
$17-$22/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication skills, ability to lift up to 50 lbs, flexible availability for days/nights/weekends/holidays, basic math and computer skills.
handheld scanners
1mo
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Branch Office Administrator - Maumee, OH
Maumee, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage account transactions and documentation, use firm software, strong attention to detail and communication skills.
MoneyGuide, Salesforce, Microsoft Office
1w
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Branch Office Administrator
Westlake, Ohio, United States
$23-$24/hr OnsiteFull Time
Provide client service, manage account documentation and transactions, support advisors with administrative tasks, schedule appointments, assist marketing, and use financial and office software.
MoneyGuide, Salesforce, Microsoft Office
2w
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Non-Reg On-Caller - Vermilion, OH
Vermilion, Ohio, United States
OnsiteFull Time
Provide client service, account administration, scheduling, document preparation, and support financial advisors; must be computer literate and able to learn MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
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