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Client or Advisor or Costa jobs in Columbus, OH, 43215

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Job alert Jobs 1 - 10 of 3971

Client Service Representative

The Joseph Group Capital Management  –  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  –  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 16

Client Outreach Specialist

WestPoint Financial Group  –  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 16

Bilingual Talent Advisor

Surge Staffing LLC  –  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 16

Asset Management - Regional Client Advisor - Vice President

JPMorgan Chase & Co.  –  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 16

Lead Financial Advisor - Columbus, OH

Antolino and Associates  –  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 16

Financial Advisor

Mortgage Protection Center  –  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 17

Client Service Associate - Kindred Wealth Partners

Kestra Financial Independent Advisor  –  Columbus, OH
... is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities: Supports Financial Advisor/Operations Director of a large ... - May 16

Remote - Benefits Advisor

Lloyd Organization  –  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 17

New Client Engagement Specialist

JPMorgan Chase & Co.  –  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
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