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35 client advisor jobs at 13 companies in Youngstown, OH

2mo
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Private Client Advisor
Canton, Ohio, United States
HybridFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
FINRA SIE and Series 7 required; Series 66 or Series 63 & 65 required; resident state insurance licenses required; high school diploma (or Bachelor's preferred); valid driver's license; sales and client advisory experience serving mass affluent clients.
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3mo
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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
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
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3w
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Wealth Management Client Associate
Canfield, Ohio, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
0+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, promote banking solutions, strong client focus, detail orientation, proficiency with Microsoft Office and Salesforce, FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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2w
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Client Care Manager
Austintown, Ohio, United States
FieldFull Time
Home Instead
Home Instead: Personalized in-home care and companionship services for seniors.
Relationship-focused care advisor with client consultation, care planning, quality assurance, documentation, coaching, and strong communication skills.
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3w
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Wealth Management Client Associate
Canfield, Ohio, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, strong client focus, attention to detail, ability to learn technology platforms; FINRA licenses preferred; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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2w
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Client Care Manager
Austintown, Ohio, United States
OnsiteFull Time
Home Instead
Home Instead: Provides personalized in-home care and companionship for aging adults.
Relationship-focused care advisor to assess needs, create personalized care plans, conduct consultations and quality visits, support Care Professionals, and maintain documentation.
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6d
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Financial Advisor
Canton, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual's proprietary planning software
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1mo
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Senior Wealth Advisor
Hudson, Ohio, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Bachelor's degree in finance/accounting required; experience in financial consulting preferred; strong analytical, communication, and client-relationship skills; financial planning credentials are a plus.
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1mo
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Retirement Planner/Financial Advisor
Akron, Ohio, United States
$150k-$200k/yr OnsiteFull Time
Golden Reserve
Golden Reserve: Provides retirement planning, investment management, and tax advisory services.
3+ YOE3+ years new-client financial services sales experience; active state life and state health insurance licenses; Series 65 (or equivalent); strong sales orientation and client-meeting skills.
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1mo
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Fiduciary Advisor Sr
Akron or Canton
$80k-$173k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOEAdminister complex fiduciary accounts, ensure regulatory compliance, manage risk, grow assets under management, communicate with clients and stakeholders. Typically requires a bachelor's degree and 8+ years of industry experience.
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2mo
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Beauty Advisor - Part Time
Fairlawn, Ohio, United States
$18-$21/hr OnsitePart Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience, strong communication and interpersonal skills, passion for beauty, ability to lift up to 50 lbs, availability nights/weekends/holidays, meet minimum weekly hours.
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2d
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Part-Time Beauty Advisor - Sephora
Hermitage, Pennsylvania, United States
$14/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail or service experience, beauty passion, strong communication, basic math and computer skills, flexible availability, and ability to lift up to 50 pounds and stand for shifts.
handheld scanners
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1w
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Treasury Management Advisor I
Akron, Ohio, United States
$66k-$88k/yr OnsiteFull Time
First Financial Bank
First Financial BankNASDAQ: FFBC: Provides retail and commercial banking and wealth management services.
2+ YOEBachelor's degree or equivalent,2 years banking experience, client relationship development, treasury product knowledge, ability to travel within and outside assigned market.
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1mo
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Wealth Mangement Advisor I
Akron, Ohio, United States
OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
5+ YOEBachelor's or equivalent experience, 5+ years sales/client service in financial services, state life & health insurance licenses required, S.A.F.E. Act/NMLS registration required, CFP/CFA/CPWA preferred, proficiency with Microsoft Word/Excel/PowerPoint and CRM.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
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2mo
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Hudson, Ohio, United States
$17-$22/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, 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
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Financial Advisor - Cuyahoga Falls, OH - Market 11, Region 306
Cuyahoga Falls, Ohio, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
Edward Jones: Financial services firm providing wealth management and investment advice.
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.
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