Client Advisor Salaries in Wadsworth, OH

May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire. The Expertise and Skills You Bring.

Administers assigned accounts in accordance with documents, state law, policy and procedure. In lieu of a degree, a comparable combination of education, job…

$80,000 - $172,500 a year

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed). Industry experience is a plus.

Back-end processing such as printing, coping, filing, basic quality assurance and delivery of tax returns. Prepares engagement letters and other correspondence…

Be able to learn, apply and explain new technical knowledge in a simplified manner. Listener: You listen to every word a Financial Advisor and Plan Sponsor…

$65,000 - $85,000 a year

11 days ago