1mo
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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
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.
3w
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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.
1mo
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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.
3mo
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Premier Client Financial Advisor - PNC Wealth Management
Westlake, Ohio, United States
$75k/yr OnsiteFull Time
2+ YOEExperience in wealth management; licenses needed; bachelor’s degree; 2+ years preferred; strong client relation skills.
2mo
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Registered Client Relationship Analyst
Westlake, Ohio, United States
OnsiteFull Time
2+ YOEProvide client service and administrative support to Financial Advisors and teams; handle account documentation, inquiries, and data entry; support client relationships and onboarding.
Microsoft Office
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
2w
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Financial Advisor
Canton, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain insurance and securities licenses (Life/Accident & Health,SIE,Series 6/7/63), and work as an entrepreneur; legal authorization to work in the US required.
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.
4h
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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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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.
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.
1mo
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Beauty Advisor - Flex
Westlake, Ohio, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience preferred, ability to lift up to 50 lbs, excellent communication and interpersonal skills, availability for nights, weekends, and holidays, meet minimum weekly shift/hours.
1mo
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Beauty Advisor - Flex
Westlake, Ohio, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail/client-facing experience preferred, excellent communication, product knowledge, availability for nights/weekends/holidays, able to lift 50 lbs, meet minimum weekly hours for assigned commitment.
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.
2mo
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Associate Financial Advisor
Cambridge, Ohio, United States
OnsiteFull Time
1+ YOEFour year degree and/or professional designation; FINRA licenses; 1+ year financial services experience; ability to travel between branches; strong client service and relationship skills.
2mo
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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
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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
3mo
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Part-Time Beauty Advisor (Rehire/Referral)
Medina, Ohio, United States
$16/hr OnsitePart Time
Client-facing retail experience, passion for beauty, excellent written and verbal communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, complete company training.
handheld scanners, frequency devices
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