Top 67 Client advisor Jobs in Ashland, Oh

Front Office & Marketing Coordinator
Prism Wealth Management —Wooster, OH
- $45,000 - $50,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
12d
Senior Outside B2B Sales Executive
Wholesale Payments —Ohio
- $93,489 - $223,999 a year
- Full-time
- Remote
- Business development
- Fair chance
- Senior level
- Paid training
- Health savings account
Quick Apply
Financial Advisor – Career Changers Encouraged to Apply
Northwestern Mutual —Mansfield, OH
- $52,043.83 - $142,085.96 a year
- Full-time
- Bachelor of Science
- Mid-level
- Business development
- Paid training
- Health savings account
Quick Apply
7d
Allied Sales Representative - Ohio Branch
Burns Industrial Equipment —Ohio
- From $60,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Private Client Advisor
Key Investment Services, LLC —Mansfield, OH
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Account Manager
HUMMEL GROUP INC —Wooster, OH
- Background check
- Microsoft Outlook
- HIPAA
Quick Apply
4d
Account Manager (Client Services)
HUMMEL GROUP INC —Wooster, OH
- Full-time
- HIPAA
- Research
- Mid-level
Quick Apply
Skilled Trades Recruiter – Inside Sales & Professional
Purple Cow Recruiting —Bethlehem, OH
- $111,000 - $156,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Cell phone reimbursement
Quick Apply
2d
Tax Vice President - Personal Tax Advisory Group
Meaden & Moore —Wooster, OH
- $200,000 - $250,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Profit sharing
- Paid holidays
Quick Apply
Tax Senior Manager or Vice President
Meaden & Moore —Wooster, OH
- $130,000 - $250,000 a year
- Hybrid work
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Paid holidays
Quick Apply
Tax Senior Manager (Personal Tax Advisory Group)
Meaden & Moore —Wooster, OH
- $130,000 - $170,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Profit sharing
- Paid holidays
Quick Apply
Tax Manager: Direct Tax (State and Local Tax Group)
Meaden & Moore —Wooster, OH
- $100,000 - $130,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Profit sharing
- Paid holidays
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
SEO & GEO Strategist
CSP Agency —United States
- $70,000 - $85,000 a year
- Full-time
- Remote
- 5 years
- Analysis skills
- JavaScript
- Health insurance
- Dental insurance
Quick Apply
Brain Health / Longevity Registered Dietitian
BetterBrain —United States
- From $50 an hour
- Full-time
- Remote
- Clinic experience
- Mid-level
- Neurology
- Paid training
- Continuing education credits
Quick Apply
Licensed Insurance Professional | Remote Client Advisor | Customer-Focused Sales Role
Atlas Advanced Markets —United States
- $2,000 - $6,000 a week
- Full-time
- Remote
- Bilingual
- Microsoft Excel
- Data analysis skills
- Health insurance
Quick Apply
14d
Oracle Cloud HCM OTL & Workforce Scheduling Lead Consultant
Fortira Inc —United States
- $65 - $70 an hour
- Contract
- Remote
- Background check
- Oracle
- Mid-level
Quick Apply
6d
Senior Compliance Consultant – Money Transmitter & Payments (Remote)
Orion Placement —United States
- $80,000 - $100,000 a year
- Full-time
- Remote
- 5 years
- Finance
- Analysis skills
- Dental insurance
- Paid time off
Quick Apply
Remote Licensed Insurance Sales
The Colhoun Agency —United States
- $60,000 - $155,000 a year
- Full-time
- Remote
- Computer literacy
- Computer skills
- 1 year
- Paid time off
- Work from home
Quick Apply
7d

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Check out jobs in cities near your current location, Columbus

Client Advisor
Louis Vuitton —Columbus, OH
Leverage clienteling tools to develop long term relationships. By striving to discover your Clients and their every need you will tailor their experience within…
$20 - $25 an hour
Senior Client Relationship Representative
First Merchants Bank —Columbus, OH
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client advisor jobs near ashland, oh

Front Office & Marketing Coordinator

Prism Wealth Management -
Wooster, OH

Quick Apply

Job Details

Full-time
$45,000 - $50,000 a year
12 days ago

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Spreadsheets
Administrative experience
High school diploma or GED
Organizational skills
Clerical experience
Productivity software
Event marketing

Full Job Description

Who We Are

Prism Wealth Management is an independently owned financial services firm in Wooster, OH that strives to empower our community to resolve life’s complex financial decisions. Our goal is to educate retirees on how to navigate through tough financial decisions while creating a legacy that goes beyond money.

We are currently seeking a detail-oriented and organized full-time Front Office & Marketing Coordinator to support our team and ensure the efficient operation of our office. This is an excellent opportunity for someone who enjoys a fast-paced, professional environment with growth potential.

What You Will Be Doing

· Set and confirm calendar appointments

· Greet consumers on the phone and in person with a warm and welcoming approach

· Answer incoming calls and transfer all calls to the appropriate personnel

· Communicate with clients on behalf of financial advisor and firm

· Prepare conference rooms for client and prospect meetings

· Assemble meeting preparation documents pertaining to the client/prospect

· Enter and maintain client information within the CRM system

· Process incoming and outgoing mail

· Build and maintain strong relationships with clients

· Track prospect-to-client process

· Assist with creation and scheduling of social media content

· Capture photos and videos during events and workshops

· Monitor social media engagement and messages

· Assist with basic graphic design and content creation with Canva

· Assist with coordination and execution of marketing campaigns and events

· Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)

· Support website updates and online presence management

· Assist with vendor coordination and project management

· Collect all vital information for all paperwork

· Assist in completing new account paperwork and annuity and life insurance applications

· Process new business applications with detail and accuracy and submit to appropriate carriers

· Obtain necessary documents and signatures from clients for carrier approval

· Track application process and new account set up

· Perform other clerical duties such as filing, photocopying, collating, faxing etc.

· Maintain and organize office files and documentation

· All other duties as assigned

What You Will Bring

· 2+ Years of Administrative Experience (Required)

· Proficiency with Microsoft Office Suite, Including Excel (Required)

· High School Degree (Required)

· Associate or bachelor’s degree (Preferred)

· Proficiency with Canva (Preferred)

· Prior Experience Working in Financial Advisory Industry (Preferred)

· Clear and Professional Communication (Verbal and Written)

· Strong Attention to Detail and Organizational Skills

· Ability to Multitask and Prioritize Effectively

· Positive Attitude

· Ability to Work Independently and As Part of a Team

· Ability to Learn and Adapt to Changes

What’s In It For You

$45,000–$50,000 starting salary (based on experience)
Paid Time Off (PTO)
Paid Holidays
Health, Dental, Vision & Life Insurance
Company HSA contribution
SIMPLE IRA with a 3% company match
Performance-based bonus opportunities

Check Us Out!

· Website: https://myprismwealth.com/index.html

If you think we’d make a great match, apply today!

Pay: $45,000.00 - $50,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off

Education:

High school or equivalent (Required)

Ability to Commute:

Wooster, OH 44691 (Required)

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in ashland, oh

Front Office & Marketing Coordinator

Senior Outside B2B Sales Executive

Financial Advisor – Career Changers Encouraged to Apply

Allied Sales Representative - Ohio Branch

Private Client Advisor

Account Manager

Account Manager (Client Services)

Skilled Trades Recruiter – Inside Sales & Professional

Tax Vice President - Personal Tax Advisory Group

Tax Senior Manager or Vice President

Tax Senior Manager (Personal Tax Advisory Group)

Tax Manager: Direct Tax (State and Local Tax Group)

Relationship Manager – Private Wealth & Tax Solutions

SEO & GEO Strategist

Brain Health / Longevity Registered Dietitian

Licensed Insurance Professional | Remote Client Advisor | Customer-Focused Sales Role

Oracle Cloud HCM OTL & Workforce Scheduling Lead Consultant

Senior Compliance Consultant – Money Transmitter & Payments (Remote)

Remote Licensed Insurance Sales

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