Top 11469 member experience associate Jobs in ohio

Financial Advisor, Canton Area, OH
NEST Capital —New Philadelphia, OH
- Email
- Background check
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney
Weltman, Weinberg & Reis Co., LPA —Dublin, OH
- $76,000 - $102,925 a year
- Writing skills
- Mid-level
- Analysis skills
- Paid holidays
- Disability insurance
Quick Apply
Senior, Aircraft Maintenance Technician
Republic Airways —Columbus, OH
- Weekends as needed
- Clean driving record
- Mechanic experience
- Writing skills
- On-the-job training
Lead Mechanic: $28-$33 an hour
Terminal Ready-Mix, Inc. —Huron, OH
- $28 - $33 an hour
- Full-time
- Mechanic experience
- Heavy equipment operation
- 5 years
- Health savings account
- Health insurance
Quick Apply
Veterinary Technician
Independence Pet Hospital —Monroe, OH
- $19 - $24 an hour
- Part-time
- Background check
- Medication administration
- Surgery
- Health insurance
- 401(k)
Quick Apply
Staff Nurse Float - Critical Care Float Pool
The Ohio State University —Columbus, OH
- Full-time
- Background check
- Nursing
- Float pool
Dentist
Portage Dental Group —Ravenna, OH
- $175,000 - $275,000 a year
- Part-time
- Background check
- Private practice
- Dental office
- Health insurance
- Dental insurance
Quick Apply
Associate Dentist
Wakefield Dental —Dover, OH
- $200,000 - $350,000 a year
- Part-time
- Private practice
- Dental office
- Doctoral degree
- Continuing education credits
- Dental insurance
Quick Apply
Maintenance Technician
Orick Stamping —Elida, OH
- Up to $32 an hour
- Full-time
- Background check
- Maintenance
- Mid-level
- Health savings account
- Health insurance
Quick Apply
HVAC Service Technician - 3rd Shift (11:45pm-7:45am)
Western & Southern Financial Group —Cincinnati, OH
- From $26.54 an hour
- Full-time
- 5 years
- Cleaning
- In-person
- Health insurance
- Dental insurance
8d
Enrollment and Marketing Specialist
Heritage Christian School —Canton, OH
- From $42,000 a year
- Full-time
- Background check
- Marketing
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Senior Capital Projects Engineer
Ross Incineration Services, Inc —Grafton, OH
- On call
- Computer literacy
- Bachelor of Science
- 8 years
Quick Apply
Home Infusion Nurse Akron Ohio (1099)- 1 YR INFUSION EXPERIENCE REQUIRED
AvevoRx, LLC —Akron, OH
- $50 - $55 an hour
- Contract
- Background check
- Nursing
- RN License
- Flexible schedule
Quick Apply
10d
Residential Sales Electrician
The Wilson Companies —Stow, OH
- $70,000 - $125,000 a year
- Overtime
- Mid-level
- Residential
- Ability to lift 50 pounds
- Health savings account
- Paid holidays
Quick Apply
CT Technologist EWC-CT
Kettering Health —Beavercreek, OH
- 12 hour shift
- Hospital
- BLS Certification
- Mid-level
Director of Risk Management
Greater Cleveland RTA —Cleveland, OH
- From $111,320 a year
- Full-time
- Background check
- Office
- Analysis skills
- Wellness program
- Health savings account
Quick Apply
5d
Staff Accountant Property Management
Summa Health —Akron, OH
- $26.18 - $31.41 an hour
- Full-time
- Background check
- Mid-level
- Office
- AD&D insurance
- Disability insurance
Quick Apply
Dental Hygienist (PT, FT or Temp)
Sexton Dental —Delaware, OH
- From $45 an hour
- Temporary
- Private practice
- CPR Certification
- Dental office
- Health insurance
- Dental insurance
Quick Apply
9d
Construction Associate
Piping Rock —Aurora, OH
- $75,000 - $95,000 a year
- Full-time
- 5 years
- Bachelor of Science
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Troy, OH
- $55,000 - $65,000 a year
- 8 hour shift
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply

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member experience associate jobs near ohio

Financial Advisor, Canton Area, OH

NEST Capital
New Philadelphia, OH

Quick Apply

Job Details

Full-time

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Life Insurance License
Customer relationship building
Investment management software
Series 66
Finance
Series 7
Bachelor's degree
Client retention
Investment client management
Series 65
Practicing in the securities industry
Series 63

Full Job Description

Financial Advisor

About NEST Capital

NEST Capital is a large, close-knit, independently owned financial advisory team with

multiple practices, Jyl Schaer of NEST Capital being one of those practices. NEST

Capital manages $4.0B 1 in assets under management and we have more than seventy

associates located within our sixteen office locations in Ohio, Colorado, Florida,

Georgia, Illinois, Indiana, North Carolina, and Louisiana. Our mission is to help financial

advisors find a better path to independence, while providing more options when it

comes to owning and running your own business.

Job Summary

We are seeking an experienced Financial Advisor to join our team. The successful

candidate will provide experienced financial guidance to high-net-worth individuals,

families, and businesses, helping them achieve their financial goals. The Financial

Advisor will be responsible for developing and implementing comprehensive investment

plans, managing client relationships, and identifying new business opportunities.

Key Responsibilities

Develop and maintain strong relationships with high-net-worth clients,
understanding their financial goals and objectives
Serve as the ‘Servicing Advisor’ on existing practice clients, as needed
Build, update and implement comprehensive investment plans, including
investment, tax and estate planning strategies, and retirement planning for new and existing clients
Conduct financial analysis and provide recommendations on investment strategies, asset allocation, and risk management
Collaborate with other financial professionals, such as attorneys and accountants, to provide integrated financial solutions
Identify and pursue new business opportunities, including networking and marketing efforts
Stay up to date on industry trends, regulatory changes, and market developments
Mentor and support junior financial advisors in their professional development
Participate in business development and growth initiatives

Requirements

Bachelor’s degree in finance, accounting, or related field
Professional certifications, such as CFP or CIMA
Hold an active Series 7, Series 66 securities registrations and both Life & Health
Insurance Licenses
Minimum 5-7 years of experience in investment planning and wealth management
Track record of success in developing and maintaining client relationships
Strong analytical, communication, and interpersonal skills
Ability to work independently and as part of a team
Strong knowledge of investment planning software and technology

Preferred Qualifications

An existing book of business of transferable client business, strongly preferred
Additional professional certifications, such as CAIA, CPA, CFA
Experience working with high-net-worth clients
Familiarity with investment planning software, such as eMoney

What We Offer

Competitive compensation structure, or 1099 options is available
Benefits may include health, dental, and vision insurance
401(k) plan with company match
Opportunities for professional growth and development
Collaborative and dynamic work environment

If you are a motivated and experienced financial professional looking for a new

challenge, we would like to hear from you.

How to Apply

If interested, please send a copy of your resume and cover letter to

[email protected] or visit our website to learn more.

NEST Capital is an equal opportunities employer and welcomes applications from

diverse candidates.

1 data as of 8.31.2025

Investment products and services are offered through Wells Fargo Advisors Financial

Network, LLC (WFAFN), Member SIPC. Jyl Schaer of NEST Capital is a separate entity

from WFAFN.

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Ability to Relocate:

New Philadelphia, OH 44663: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

member experience associate jobs in ohio

Financial Advisor, Canton Area, OH

Associate Attorney

Senior, Aircraft Maintenance Technician

Lead Mechanic: $28-$33 an hour

Veterinary Technician

Staff Nurse Float - Critical Care Float Pool

Dentist

Associate Dentist

Maintenance Technician

HVAC Service Technician - 3rd Shift (11:45pm-7:45am)

Enrollment and Marketing Specialist

Senior Capital Projects Engineer

Home Infusion Nurse Akron Ohio (1099)- 1 YR INFUSION EXPERIENCE REQUIRED

Residential Sales Electrician

CT Technologist EWC-CT

Director of Risk Management

Staff Accountant Property Management

Dental Hygienist (PT, FT or Temp)

Construction Associate

Client Service Advocate (CSA)

I want to receive the latest job alert for member experience associate in ohio

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