25 senior advisor jobs at 19 companies in Niles, OH
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Senior Class Advisor 4%
Mantua, Ohio, United States
OnsitePart Time
No specific qualifications or experience requirements are stated for the Senior Class Advisor position.
1w
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Senior/Lead Innovation Advisor
Findlay or Houston or El Paso or Anacortes or Wilmington or Martinez or Canton or Mandan or Salt Lake City or Dickinson or Robinson or Detroit or Carson or St. Paul Park or Catlettsburg or Garyville or Texas City or Kenai or San Antonio
$141k-$244k/yr OnsiteFull Time
4+ YOEBachelor’s degree or equivalent experience; 4+ years for Senior or 8+ years for Lead in innovation, optimization, analytics, transformation, or related fields, plus complex cross-functional leadership.
Artificial intelligence
2mo
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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.
2mo
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Senior Retirement Planner/Senior Financial Advisor
Independence, Ohio, United States
$225k-$275k/yr OnsiteFull Time
7+ YOE7+ years new-client financial services sales experience; active state life and health insurance licenses; Series 65 or equivalent; strong sales, mentoring, and cultural leadership skills.
1mo
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SVP, Advisor
Beachwood, Ohio, United States
$120k-$260k/yr OnsiteFull Time
10+ YOE10+ years wealth management experience, CFP preferred, strong communication, supervisory experience preferred, proficiency with Microsoft Office and CRM, bachelor’s degree preferred.
Microsoft Office, CRM, portfolio management software, financial planning software
2mo
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Portfolio Advisor
Hermitage or Pennsylvania or Ohio or Maryland or West Virginia or Virginia or North Carolina or South Carolina
OnsiteFull Time
5+ YOEBA/BS, 5+ years related experience, manage complex high-net-worth portfolios, obtain Series 65 within 60 days, CFA preferred, strong communication, project management, and MS Office skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
4w
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Tax Advisor
Independence, Ohio, United States
OnsiteFull Time
5+ YOEPrepare and review complex tax returns for high-net-worth clients; perform tax research; convert cash-to-accrual statements; communicate with clients and government agencies.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Adobe, Microsoft PowerPoint, GoSystem RS, GoSystem Tax RS, SurePrep, Bloomberg Tax, GoFileRoom, FirmFlow, BNA Planner, CCH Axcess
1mo
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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
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Client Advisor - Wealth Management
Independence, Ohio, United States
FieldFull Time
5+ YOEBachelor's degree preferred; five years of related experience preferred. Requires account administration knowledge, financial planning software capabilities, strong personal and sales skills, a driver's license, and regional travel.
Financial Planning software
2w
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Advisor Functional Support
Akron or Cleveland or Canton
$66k-$90k/yr HybridFull Time
5+ YOEAssociate or bachelor's degree in engineering or information technology, 5+ years of related experience, analytical and communication skills, issue resolution, client relationship management, and application support expertise.
Maximo, ESRI GIS, Salesforce, CartoPac, Arcos
2w
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Financial Advisor Associate
Akron, Ohio, United States
$65k-$90k/yr OnsiteFull Time
5+ YOEBachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, presentation, organizational, networking, listening, and problem-solving skills; legal U.S. work authorization required.
Financial Planning Specialist (FPS)
2mo
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Engagement Business Advisor, Senior Associate - Finance
Akron, Ohio, United States
$64k-$116k/yr HybridFull Time
3+ YOEBA/BS or relevant experience, 3+ years relevant experience, finance/accounting knowledge, strong communication, analytical skills, and proficiency with opportunity management, deal enablement, CRM and Microsoft Office tools.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, CRM, Microsoft Copilot
2mo
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Wealth Mangement Advisor I
Akron, Ohio, United States
OnsiteFull Time
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
2w
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Senior Class Co-Advisor 2026/2027 SY
Ashtabula, Ohio, United States
OnsiteFull Time
Responsibilities and qualifications are not specified; compensation is governed by the district master agreement.
1mo
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Occupational Safety Technical Advisor (BWC Technical Resource Consultant) PN 20068090 & 20068089
Columbus or Cleveland or Youngstown or Toledo or Canton or Cambridge or Cincinnati
$39/hr OnsiteFull Time
5+ YOEMinimum 5 years in risk management/loss control and 3 years in policy development (or degree plus equivalent experience); knowledge of safety management, regulations, audits, and ability to prepare technical reports and presentations.
Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Adobe Acrobat, PDF, Microsoft Project, Microsoft SharePoint, CO monitor, WBGT monitor, tic tracer, voltage tester
3w
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Director, Benefits Advisory
Fairlawn, Ohio, United States
$91k-$152k/yr HybridFull Time
5+ YOEBachelor's with 5+ years client service/claims experience (or HS/GED with 10+ years), appropriate licensing as required, up to 25% travel, Microsoft Office proficiency, client relationship management, strong communication and organizational skills.
Microsoft Office
3w
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Wealth Advisor Regional Sales Manager - PNC Wealth Management
Pepper Pike or Chicago or Phoenix or Atlanta or Indianapolis or Pittsburgh or Denver or Detroit or Columbus
$123k-$200k/yr OnsiteFull Time
8+ YOE5+ MgmtBachelor's degree, 8+ years of industry-relevant experience, 5+ years of management experience, leadership expertise, sales management skills, and FINRA Series 7, 24 or 9/10, and 66 or 63/65 licenses.
Sales tools, reporting tools
1mo
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Sr Fiduciary Strategist
Akron, Ohio, United States
$96k-$181k/yr HybridFull Time
10+ YOEProvide fiduciary advisory services to high-net-worth clients, analyze estate documents, collaborate with external advisors, lead onboarding and retain client relationships; 10+ years experience required.
1mo
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Technician - CCE
Norton, Ohio, United States
OnsiteFull Time
5+ YOE5+ years service repair experience preferred. Must have HS diploma/GED or equivalent, valid driver's license, ability to lift 75 lbs, mechanical/electrical/hydraulic experience, basic computer skills, Service ADVISOR™ experience preferred, and an adequate personal toolset.
Service ADVISOR™
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