77 client advisor jobs at 26 companies in Strongsville, OH
2mo
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Private Client Advisor
Mansfield, Ohio, United States
OnsiteFull Time
Grow new clients and expand relationships; manage clients with investable assets in $50k+ range and up to $2M; achieve sales goals through financial planning and investment solutions.
Office Suite, Proprietary financial services systems
1mo
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Private Client Advisor II
Cleveland, Ohio, United States
$100k-$275k/yr OnsiteFull Time
12+ YOE12+ years private banking/complex financial services experience; Series 7 and 63/65 or 66 (or willing to obtain within 90 days); SAFE Act registration when applicable; strong business development, client advisory and negotiation skills.
1mo
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Private Client Advisor II
Cleveland, Ohio, United States
$100k-$275k/yr OnsiteFull Time
12+ YOESeries 7/63/65 (or 7/66) licensure, SAFE Act registration if originating mortgages, 12+ years private banking/financial services experience, ability to drive new business for $3M+ investable assets, strong client relationship and advisory skills.
1mo
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Client Protection Advisor
Lorain, Ohio, United States
$150k-$200k/yr RemoteFull Time, Part Time
Driven, coachable individuals; must live in the U.S. and be a U.S. citizen or legal/permanent resident. Commission-only role with leads provided; no cold calling.
3h
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Work From Home - Client Benefits Advisor
Cleveland, Ohio, United States
RemoteFull Time
Seeking competitive self-starters willing to be coached who can guide, educate, and help interested clients move forward. Compensation is performance-based without guaranteed hourly pay.
Zoom
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Solon / Willoughby / Chardon - Ohio
Solon or Willoughby or Chardon
$48k/yr OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7, Series 66 (or 63/65 within 60 days), and Life/Health/Long Term Care insurance license (or obtain within 60 days); client acquisition and goals-based planning skills; CFP and bachelor’s degree preferred.
3d
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Client Service Specialist
Akron, Ohio, United States
$48k-$65k/yr HybridFull Time
1+ YOEAssociate degree or equivalent and 1–3 years of relevant experience. Requires confidentiality, professionalism, client service, strong written and oral communication, multitasking, and financial advisor practice knowledge.
Ameriprise Client Experience
2w
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Tax Advisor
Independence, Ohio, United States
OnsiteFull Time
5+ YOEPrepare and review complex tax returns for high-net-worth clients; perform tax research; convert cash-to-accrual statements; communicate with clients and government agencies.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Adobe, Microsoft PowerPoint, GoSystem RS, GoSystem Tax RS, SurePrep, Bloomberg Tax, GoFileRoom, FirmFlow, BNA Planner, CCH Axcess
10h
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Virtual Member Benefits Advisor – Remote Client Services
Akron, Ohio, United States
RemoteFull Time
No prior experience required; training provided. Must be 18+, legally authorized and located in the United States, computer-literate, organized, self-motivated, and willing to obtain a state insurance license.
Zoom
1mo
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SVP, Advisor
Beachwood, Ohio, United States
$120k-$260k/yr HybridFull Time
10+ YOE10+ years wealth management experience, CFP preferred, bachelor’s degree preferred, proficiency in Microsoft Office and CRM, strong communication, leadership and client relationship skills.
Microsoft Office, CRM, portfolio management software, financial planning software
1w
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Financial Advisor
Canton, 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.
Northwestern Mutual's proprietary planning software
1w
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Fiduciary Advisor Sr
Cleveland, Ohio, United States
$112k-$208k/yr OnsiteFull Time
8+ YOEAdminister complex fiduciary accounts, ensure compliance, manage risk, communicate with clients, and support fiduciary business growth.
1mo
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Style Advisor - Pinecrest
Cleveland, Ohio, United States
$20-$30/hr OnsitePart Time
Provide styling and sales, deliver exceptional client service, collaborate with store team, and apply company brand and product knowledge.
3w
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Beauty Advisor - Flex
Beachwood, Ohio, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience, passion for beauty, ability to lift 50 lbs, availability nights/weekends/holidays, punctual and reliable.
3w
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Associate Philanthropic Advisor
Cleveland, Ohio, United States
$59k-$72k/yr OnsiteFull Time
4+ YOEBachelor's degree and 4+ years advising donors/clients, portfolio management, Microsoft Office and database proficiency, strong writing/presentation and collaboration skills.
Microsoft Office
3w
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Beauty Advisor - Flex
Beachwood, Ohio, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience preferred, strong communication, ability to lift up to 50 lb, reliable attendance and availability for nights, weekends, and holidays.
1mo
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Senior Wealth Advisor
Twinsburg, Ohio, United States
HybridFull Time
Bachelor's degree in finance or accounting required; experience in financial consulting preferred. Strong analytical, communication, and client-relationship skills; financial planning certifications are a plus.
2mo
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Retirement Planner/Financial Advisor
Independence, Ohio, United States
$150k-$200k/yr OnsiteFull Time
3+ YOE3+ years new-client financial services sales experience; active state life & health insurance licenses; Series 65 or equivalent; strong sales mindset and client-facing skills.
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.
3mo
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Financial Advisor - Money Coach
Cleveland, Ohio, United States
OnsiteFull Time
2+ YOE2+ years in financial coaching or related client-facing roles; retirement planning knowledge; FINRA licenses; strong interpersonal and presentation skills.
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