Top 34 Financial advisor Jobs in Boardman Oh

Private Client Associate - New Castle, PA
Janney Montgomery Scott LLC —New Castle, PA
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Paid time off
Quick Apply
Financial Advisor – Career Changers Encouraged to Apply
Northwestern Mutual —Youngstown, OH
- $52,043 - $142,085 a year
- Full-time
- Bachelor of Science
- Mid-level
- Business development
- Paid training
- Health savings account
Quick Apply
Private Client Relationship Manager
Citizens Financial Group —Alliance, OH
- $83,000 - $104,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Senior Wealth Advisor
WealthBridge Financial Group —Youngstown, OH
- $120,000 - $170,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
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7d
Financial Advisor
MassMutual Pittsburgh —Youngstown, OH
- $70,000 - $150,000 a year
- Full-time
- Finance
- Bachelor's degree
- Business
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Registered Representative - State Farm Agent Team Member
Jason Tarr - State Farm Agent —Poland, OH
- $50,000 - $100,000 a year
- Full-time
- Analysis skills
- Entry level
- Paid time off
- Opportunities for advancement
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Financial Advisor Receptionist & Meeting Coordinator
HDA Wealth Management —Poland, OH
- $15 - $21 an hour
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Vision insurance
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Portfolio Advisor
F.N.B. Corp. —Hermitage, PA
- Full-time
- Customer service
- Computer literacy
- Bachelor of Science
4d
Financial Advisor Associate - Pittsburgh, PA & New Castle, PA
Janney Montgomery Scott LLC —New Castle, PA
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Paid time off
Relationship Banker - Girard - Girard, OH
JPMorganChase —Girard, OH
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Wealth Advisor
Netchain Technology LLC —Newton Falls, OH
- $85,000 - $105,000 a year
- 5 years
- Bachelor of Science
- Business development
Investment Executive
Farmers National Bank —Columbiana, OH
- Research
- Mid-level
- Office
Quick Apply
Licensed Financial Planning Assistant
Farmers National Bank —Niles, OH
- 5 years
- Office
- High school diploma or GED
Quick Apply
Registered Representative - State Farm Agent Team Member
Mitchell Smith - State Farm Agent —United States
- $100,000 - $200,000 a year
- Full-time
- Remote
- Management
- Analysis skills
- Senior level
- Profit sharing
- Disability insurance
Quick Apply

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Financial Advisor – Career Changers Encouraged to Apply
Northwestern Mutual —Youngstown, OH
Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools…
$52,043 - $142,085 a year
Quick Apply
Financial Advisor – Career Changers Encouraged to Apply
Northwestern Mutual —Canton, OH
Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools…
$52,043.83 - $142,085.96 a year
Quick Apply

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Investment Consultant - Columbus, OH
Charles Schwab —Columbus, OH
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program).
$51,300 - $89,800 a year
Advisor, Financial Planning and Analysis
Cardinal Health —Dublin, OH
It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
$80,900 - $115,500 a year
4d

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Private Client Associate - New Castle, PA

Janney Montgomery Scott LLC
New Castle, PA

Quick Apply

Job Details

Full-time

Benefits

Paid parental leave
Paid time off
Parental leave
Professional development assistance
Referral program

Qualifications

Customer communication
Microsoft Outlook
Professional ethics
Employee relationship building
High school diploma or GED

Full Job Description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well.
What you are good at

Customer Service – Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and procedures
Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.

What you have
Requirements:

High School diploma
Prior office experience preferred but not required
Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
Excellent customer service skills
Proficient skills in Word, Excel, PowerPoint, and Outlook
Able to work effectively in a fast paced, deadline-oriented environment
Strong attention to detail
Able to work effectively as part of a team
High ethical standards

Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, employee ownership, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

Quick Apply

Refine Your Search

financial advisor jobs in boardman oh

Private Client Associate - New Castle, PA

Financial Advisor – Career Changers Encouraged to Apply

Private Client Relationship Manager

Senior Wealth Advisor

Financial Advisor

Registered Representative - State Farm Agent Team Member

Financial Advisor Receptionist & Meeting Coordinator

Portfolio Advisor

Financial Advisor Associate - Pittsburgh, PA & New Castle, PA

Relationship Banker - Girard - Girard, OH

Wealth Advisor

Investment Executive

Licensed Financial Planning Assistant

Registered Representative - State Farm Agent Team Member

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