57 client advisor jobs at 23 companies in Springboro, 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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Personal Lines Client Advisor
Crestview Hills, Kentucky, United States
OnsiteFull Time
3+ YOE3+ years of related insurance experience (personal lines preferred). Must hold or obtain a state insurance license within 90 days. Experience with policy servicing, renewals, carrier relations, and supervising 1-2 associates.
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
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.
4w
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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
4w
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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
2mo
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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
3w
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Financial Advisor
Dayton, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial and client-building experience, obtain life/accident & health and securities licenses (SIE, Series 6,7,63), CFP support available, legal US work authorization required.
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
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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.
6d
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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.
5d
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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.
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.
3w
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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
3d
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PWM Private Wealth Advisor
Cincinnati, Ohio, United States
$134k-$164k/yr HybridFull Time
8+ YOEBachelor's or equivalent, 8+ years working with high and ultra-high net worth clients, NMLS registration required, strong relationship management, communication, and strategic advisory skills; CFA/CFP preferred.
3w
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Wealth Management Advisor II
Cincinnati, Ohio, United States
OnsiteFull Time
8+ YOEBachelor's degree or equivalent, 8+ years financial services sales/client experience, CFP/CFA/CPWA (or JD/CPA) preferred and required within timeframe, S.A.F.E. Act/NMLS registration, state life and health licenses, strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, NMLS
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