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Client Service Representative
The Joseph Group Capital Management
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Clinton Township, OH, 43224
... Manager of Client Services Benefits: Yes Status: Full Time Role Summary The Client Service Representative (CSR) will join The Joseph Group (TJG) on the ground floor to build a solid foundation and continue to grow in this role with an Advisor career ... - May 15
Client Coordinator
Nichols & Company, CPAs
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Westerville, OH, 43082
... We pride ourselves on our collaborative environment, commitment to excellence, positive team spirit, and we are proactively interviewing for a friendly, organized, and detail-oriented Client Coordinator to be the welcoming face and voice of our ... - May 15
Asset Management - Regional Client Advisor - Vice President
JPMorgan Chase & Co.
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Columbus, OH, 43216
... As a Regional Client Advisor within the Institutional Advisor (IA) Channel at JPMorgan Asset Management - US Funds Management, you will be a part of an integrated team, primarily tasked with establishing and expanding JP Morgan's client base among ... - May 13
Client Outreach Specialist
WestPoint Financial Group
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New Albany, OH, 43054
33000USD - 100000USD per year
... a motivated and dedicated Client Outreach Specialist to join a growing financial advisory team. This position will primarily focus on phone outreach to potential clients, with the goal of scheduling appointments for our financial advisor team. ... - May 15
Remote - Benefits Advisor
Lloyd Organization
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Columbus, OH, 43211
70000USD - 90000USD per year
... Compensation: This is a 100% commission-based position with additional monthly residual income based on client retention. Our firm specializes in financial services and risk management, providing life and supplemental benefit solutions to ... - May 16
Bilingual Talent Advisor
Surge Staffing LLC
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Columbus, OH
Job Description Job Description Surge Staffing is seeking a Bilingual Talent Advisor with high energy, work ethic, good ... pool and other staffing/job board resources to fulfill client orders in a timely manner Recruit, conduct interviews and ... - May 15
Lead Financial Advisor - Columbus, OH
Antolino and Associates
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Columbus, OH, 43215
... We have a team approach, and you will collaborate with your client advisor team, specialists and other support staff. Our client relationships typically have an advisor and a financial planner assigned to them. You will be the lead advisor of client ... - May 15
Financial Advisor
Mortgage Protection Center
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Columbus, OH
Job Description Job Title: Financial Advisor (100% Commission, Remote - U.S. Based) Company: National Agents Alliance – An ... products and estate strategies Build and maintain long-term client relationships Stay informed on product offerings and ... - May 16
New Client Engagement Specialist
JPMorgan Chase & Co.
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Columbus, OH, 43216
... demeanor over the phone while consulting with the client to understand the business cash flow and transaction channels to identify cash management and fraud protection services * Serve as trusted advisor to determine the best appropriate next steps ... - May 03
Financial Advisor
Thrivent
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Columbus, OH
... & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. ... Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops ... - May 16