J.P. Morgan Wealth Management – Private Client Advisor - Lima / Celina / Wapakoneta - Ohio
Lima or Celina or Wapakoneta
OnsiteFull Time
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.
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
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
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.
Bachelor's in finance or related field; experience in financial consulting preferred; strong analytical, communication, and client-relations skills; licenses/certifications a plus.
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.
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.
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.
Business Advisor of ECDI Tier 1 Minority Business Assistance Center (MBAC)
Dayton, Ohio, United States
$55k-$65k/yrHybridFull Time
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
Financial Advisor - Xenia, OH - Market 11, Region 072
Xenia, Ohio, United States
$45k-$100k/yrOnsiteFull Time
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.
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.