28 client advisor jobs at 9 companies in Troy, OH

1w
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J.P. Morgan Wealth Management – Private Client Advisor - Lima / Celina / Wapakoneta - Ohio
Lima or Celina or Wapakoneta
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
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
6d
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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
Centerville, Ohio, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Bachelor's in finance or related field; experience in financial consulting preferred; strong analytical, communication, and client-relations skills; licenses/certifications a plus.
1w
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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.
1mo
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Part-Time Beauty Advisor - Sephora
Lima, Ohio, United States
$14/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
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.
2w
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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.
2mo
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Middletown, Ohio, United States
$16/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Passion for beauty, client-facing retail/service experience, strong communication and influencing skills, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer operation, complete required training.
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
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.
5d
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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