6d
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J.P. Morgan Wealth Management – Private Client Advisor - Lima / Celina / Wapakoneta - Ohio
Lima or Celina or Wapakoneta
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent, Series 7 and Series 66 (or 63/65) active or obtained within 60 days, life/health/long-term-care insurance license, client acquisition and goals-based planning experience.
1mo
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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.
1w
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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
1w
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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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Private Wealth Advisor
Dayton, Ohio, United States
HybridFull Time
Bachelor's in finance or accounting; experience in financial consulting preferred; strong analytical, communication, and client-relations skills; financial planning licenses a plus.
3mo
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Private Wealth Advisor
Centerville, Ohio, United States
HybridFull Time
Bachelor's in finance or related field; experience in financial consulting preferred; strong analytical, communication, and client-relations skills; licenses/certifications a plus.
3mo
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Financial Advisor - PNC Wealth Management
Dayton or Ohio
$45k-$64k/yr OnsiteFull Time
2+ YOEFinancial advisory experience; client relationship management; knowledge of investments and insurance; FINRA licenses required; bachelor’s degree; 2+ years experience.
6d
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Part-Time Beauty Advisor - Sephora
Centerville, Ohio, United States
$13/hr OnsitePart Time
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
1mo
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Part-Time Beauty Advisor - Sephora
Lima, Ohio, United States
$14/hr OnsitePart Time
Retail client-facing experience, passion for beauty, strong communication and influencing skills, ability to complete training, basic math and computer skills, and flexible availability including weekends and holidays.
2mo
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Experienced Financial Advisor - Independent Platform (Ohio)
Dayton, Ohio, United States
HybridFull Time
Bachelor’s degree in finance or accounting; experience in financial consulting; strong analytical and client-relations skills; licenses/certifications a plus.
Financial analytics software, CRM
2mo
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Part-Time Beauty Advisor - Sephora
Miamisburg, Ohio, United States
$14/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, excellent communication, required morning and afternoon availability, flexible to work days/nights/weekends/holidays, basic math/computer skills, ability to lift up to 50 lbs.
handheld scanners, multiple frequency devices
1w
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Full-Time Beauty Lead Advisor - Sephora
Lima, Ohio, United States
$16/hr OnsiteFull Time
Client-facing retail experience, passion for beauty, strong communication, availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic math and computer skills.
handheld scanners, frequency devices
1mo
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Financial Solutions Advisor - PNC Wealth Management
Dayton or Beavercreek
$73k-$99k/yr OnsiteFull Time
Consult on investment/insurance strategies; build client relationships; license requirements; degree; relevant experience.
FINRA licenses, Life Insurance, Health Insurance
2mo
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Full-Time Beauty Lead Advisor - Sephora
Huber Heights, Ohio, United States
$16/hr OnsiteFull Time
Client-facing retail/service experience, passion for beauty, excellent written and verbal communication, availability for days/nights/weekends/holidays, ability to lift up to 50+ lbs and stand for full shifts.
handheld scanners, multiple frequency devices
5d
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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
1mo
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Financial Advisor - Xenia, OH - Market 11, Region 072
Xenia, Ohio, United States
$45k-$100k/yr OnsiteFull Time
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.
1mo
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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.
1w
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Non-Reg On-Caller - Bellefontaine, OH
Bellefontaine, Ohio, United States
OnsitePart Time
Provide administrative support to financial advisors, deliver client service, manage account transactions, support marketing and branch operations; familiarity with MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
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