1mo
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Private Client Advisor
Cleveland, Ohio, United States
HybridFull Time
Provide investment solutions and financial planning for mass-affluent clients; required FINRA SIE, S7, S66/S63 and S65, state insurance licenses; high school diploma (BA preferred); strong sales and client relationship skills.
1w
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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.
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Boardman/Niles/Warren/Canfield/Poland - Ohio
Boardman or Niles or Warren or Canfield or Poland
OnsiteFull Time
2+ YOEMinimum 2 years in a financial advisor role, Series 7 and Series 66 licenses, Life/Health/LTC licenses; client acquisition and relationship skills; Bachelor's preferred.
2mo
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Premier Client Financial Advisor - PNC Wealth Management
Brecksville, Ohio, United States
$75k/yr OnsiteFull Time
2+ YOEFINRA licenses (Series 7 and 66 or 63/65) and Life/Health insurance, Bachelor's degree, 2+ years relevant experience, and FINRA/insurance licensing readiness.
2mo
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Wealth Advisor
Independence, Ohio, United States
$90k-$120k/yr OnsiteFull Time
3+ YOEBachelor's degree required; 3+ years client-facing wealth management or financial advisory experience; CFP/CFA/CPA strongly preferred; strong communication and client service skills.
1w
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Service Advisor
Parma, Ohio, United States
$45k-$55k/mo OnsiteFull Time
Experience in commercial truck or automotive service, strong communication and problem-solving, client account management, familiarity with CDK software helpful.
CDK
3w
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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
Beachwood, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health and securities licenses (SIE, Series 6,7,63), entrepreneurial mindset, and legal authorization to work in the US without sponsorship.
1w
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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.
2d
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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.
2d
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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.
3w
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Senior Wealth Advisor
Youngstown, 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.
1mo
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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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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.
1w
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Part-Time Beauty Advisor - Sephora
Brimfield, Ohio, United States
$14/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong verbal writing skills, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs and perform physical tasks.
handheld scanners
1mo
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Senior Portfolio Advisor, WM
Cleveland, Ohio, United States
$156k-$274k/yr OnsiteFull Time
12+ YOESenior-level wealth management role requiring 12+ years in investment management; UHNW client experience; strong technical and leadership capabilities; CFA/MBA or similar credentials preferred.
Portfolio management software, Excel, Financial modeling, PowerPoint
2mo
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Hudson, Ohio, United States
$17-$22/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, complete training.
handheld scanners, multiple frequency devices
1mo
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Financial Advisor - Cuyahoga Falls, OH - Market 11, Region 306
Cuyahoga Falls, Ohio, United States
$45k-$100k/yr OnsiteFull Time
Build client relationships, obtain required securities and insurance registrations (SIE, Series 7, Series 66, state insurance), and demonstrate sales/financial-services aptitude or related experience; bachelor’s degree preferred.
1mo
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Hybrid Wealth Banking Advisor - Charlotte, North Carolina, United States
Charlotte or Cleveland or Los Angeles County or California or Colorado or District of Columbia or Illinois or Maryland or Maine or Massachusetts or Minnesota or New Jersey or New York or Virginia or Washington
$29-$50/hr HybridContract, Full Time
2+ YOEAssociate's in business/accounting/finance/banking (or equivalent), 2+ years client service experience in banking, SAFE/NMLS compliance within 30 days, proficiency with Microsoft Office and CRM, U.S. work authorization required.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams, CRM/SalesForce.com, Client Central
1w
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Branch Office Administrator - Canton, OH
Canton, Ohio, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver exceptional client service, manage account transactions and documentation, support marketing and branch business plans, and use MoneyGuide, Salesforce and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
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