61 client advisor jobs at 24 companies in Westerville, OH
1mo
Save
Mark Applied
Hide
Work From Home - Client Benefits Advisor
Newark, Ohio, United States
RemoteFull Time
Remote advisor role working with inbound/interested clients; no cold outreach. Seeking competitive, self-starting, coachable individuals able to guide, educate, and advance clients toward next steps.
Zoom
1mo
Save
Mark Applied
Hide
Client Advisor - Part Time
Columbus, Ohio, United States
OnsitePart Time
Drive sales and achieve individual/team goals, master brand and product knowledge, advise clients across categories, use clienteling tools to build long-term relationships; retail or customer-centric experience preferred.
1w
Save
Mark Applied
Hide
J.P. Morgan Wealth Management – Private Client Advisor - Hilliard, Ohio
Hilliard, Ohio, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; valid Series 7, Series 66 (or 63/65) and Life/Health/Long Term Care insurance licensure; CFP preferred.
3w
Save
Mark Applied
Hide
Client Advisor - Columbus, OH Easton Town Center
Columbus, Ohio, United States
$19-$22/hr OnsiteFull Time
3+ YOERetail or hospitality experience with proven commercial results; ability to build client relationships; proficiency with POS and Microsoft Outlook; flexible to work days/nights/weekends/holidays; must be authorized to work in the hiring country.
Point of Sale (POS), Microsoft Outlook
4d
Save
Mark Applied
Hide
Virtual Client Solutions Advisor
Columbus, Ohio, United States
RemoteFull Time
Strong communication, organization, self-motivation, accountability, and willingness to learn. No prior experience required; customer-facing experience is beneficial but not required.
Zoom
6d
Save
Mark Applied
Hide
Senior Client Advisor / Relationship Manager
Toledo or Columbus or Cincinnati or Columbus
OnsiteFull Time
5+ YOEBachelor’s degree; 5+ years of wealth management client relationship experience; exceptional communication, fiduciary judgment, organizational discipline, and knowledge of the full wealth management lifecycle. Finance or business preferred.
4w
Save
Mark Applied
Hide
Client Relationship Analyst
Columbus, Ohio, United States
OnsiteFull Time
Provide client service and operational support to financial advisors, execute transactions, manage client inquiries, and assist with account documentation and meeting preparation.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1w
Save
Mark Applied
Hide
Client Service Admin
Columbus, Ohio, United States
$45k-$60k/yr OnsiteFull Time
Provide white-glove client service, manage client correspondence and scheduling, maintain organized electronic and physical filing, handle calls and emails professionally, and support advisors with administrative tasks.
2w
Save
Mark Applied
Hide
Client Relationship Analyst
Columbus, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; strong organizational, communication, and Microsoft Office skills; willingness to obtain securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2w
Save
Mark Applied
Hide
Financial Advisor
Delaware, Ohio, United States
OnsiteFull Time
Advises clients on investments, retirement and insurance; holds required securities and insurance licenses; strong sales track record, communication, analytical skills, and technological proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
6d
Save
Mark Applied
Hide
Financial Advisor
Upper Arlington, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
proprietary planning software
1mo
Save
Mark Applied
Hide
Senior Wealth Advisor
Bexley, Ohio, United States
HybridFull Time
Bachelor's in finance/accounting preferred; experience in financial consulting preferred; strong analytical, communication, and client-relationship skills; financial planning credentials a plus.
3w
Save
Mark Applied
Hide
Associate Financial Advisor
Worthington, Ohio, United States
$75k-$90k/yr OnsiteFull Time
Series 7 and Series 66, active Ohio life & health licenses, some financial services experience, strong client communication, Microsoft Office/Excel comfort; bachelor’s degree preferred; APMA designation preferred.
Microsoft Office, Microsoft Excel
2w
Save
Mark Applied
Hide
Merrill Advisor Development Program - Financial Advisor: Buckeye & Associates Market
Columbus, Ohio, United States
$80k-$90k/yr OnsiteFull Time
1+ YOESeries 7 and 66 (63/65 acceptable),1+ years financial or sales experience,investment product knowledge,ability to source clients,proficiency in Microsoft Office and Salesforce.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Salesforce
1w
Save
Mark Applied
Hide
Financial Advisor - Ohio (67434)
Dublin, Ohio, United States
OnsiteFull Time
Bachelor's degree, strong sales and communication skills, client acquisition focus, proactive business development, comfort with performance-based compensation, proficiency in Microsoft Office.
Microsoft Office Suite
2w
Save
Mark Applied
Hide
Beauty Advisor - Part Time
Columbus, Ohio, United States
$18-$21/hr OnsitePart Time
Provide personalized consultations and product recommendations in a retail beauty environment; prior client-facing retail or hospitality experience preferred; able to lift up to 50 lbs.
3mo
Save
Mark Applied
Hide
Part-Time Beauty Advisor - Sephora
Mansfield, Ohio, United States
$13/hr OnsitePart Time
Client-facing retail experience, passion for beauty, excellent communication, flexible availability including weekends/holidays, ability to lift up to 50 lbs and stand for entire shifts.
handheld scanners, multiple frequency devices
1mo
Save
Mark Applied
Hide
Private Bank Wealth Advisor II
Columbus, Ohio, United States
OnsiteFull Time
3+ YOEBachelor's degree, obtain state life and health licenses within 90 days, 3+ years wealth/financial advisory or sales experience with high-net-worth clients, strong communication and relationship skills.
1mo
Save
Mark Applied
Hide
PWM Private Wealth Advisor
Columbus or United States
$127k-$149k/yr HybridFull Time
8+ YOEBachelor's degree or equivalent experience, 8+ years working with high or ultra high net worth clients, NMLS registration required, strong relationship management and business development, CFA/CFP preferred.
National Mortgage Licensing System (NMLS), E-Verify
1mo
Save
Mark Applied
Hide
Senior Insurance Industry Advisor
Burlington or Columbus or Chicago
$165k-$305k/yr HybridFull Time
12+ YOE12+ years insurance and consulting experience across P&C, life, reinsurance and brokers; proven business development, client engagement, and transformation delivery; C-suite interaction and strong communication skills.
Explore Jobs