Top 66 Client advisor Jobs in Wooster 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
Account Manager
HUMMEL GROUP INC —Wooster, OH
- Background check
- Microsoft Outlook
- HIPAA
Quick Apply
7d
Business Development Advisor
Home Instead —Wadsworth, OH
- $50,000 - $60,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Mileage reimbursement
- Paid holidays
Quick Apply
9d
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
Senior Tax Associate
Clark Schaefer Hackett —Ohio
- Online Application
- Management
- CPA
- Research
- Travel reimbursement
- Wellness program
Quick Apply
Tax Manager
Corrigan Krause Harrison Harsar CPAS LLC —Medina, OH
- $100,000 - $135,000 a year
- Full-time
- Hybrid work
- Background check
- Management
- CPA
- Paid holidays
- 401(k)
Quick Apply
4d
Licensed Sales Professional (LSP) - OH
Allstate —Ohio
- $36,000 - $100,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
Assistant Account Manager
HUMMEL GROUP INC —Orrville, OH
- Microsoft Excel
- Microsoft Outlook
- HIPAA
Quick Apply
9d
Account Manager (Client Services)
HUMMEL GROUP INC —Wooster, OH
- Full-time
- HIPAA
- Research
- Mid-level
Quick Apply
EHS Technical Trainer, Mobile Training Centre
Aecon Group —Seville, OH
- $95,000 - $120,000 a year
- Email
- 7 years
- Construction site
- CDL A
- Tuition reimbursement
9d
Life Insurance Specialist
HUMMEL GROUP INC —Orrville, OH
- Full-time
- Microsoft Outlook
- HIPAA
- Mid-level
- Life insurance
Quick Apply
Business Development Manager
Enviroscapes —Norton, OH
- Full-time
- Clean driving record
- Mid-level
- Office
Quick Apply
11h
Account Representative - State Farm Agent Team Member
Brad Carpenter - State Farm Agent —Massillon, OH
- $35,000 - $85,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Part-Time Beauty Advisor - Sephora
KOHLS —Wadsworth, OH
- From $13.70 an hour
- Part-time
- Writing skills
- Communication skills
- Entry level
Beauty Advisor Full Time
Palm Beach Tan —Medina, OH
- $10.70 an hour
- Weekends as needed
- 18 years or older
- Ability to walk for extended periods
- High school diploma or GED
- Employee discount
- Flexible schedule
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 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
Physical Therapist Assistant - Per Diem
Rehab Advisors —New Franklin, OH
- $35 - $40 an hour
- Full-time
- Skilled nursing facility
- Physical & Rehabilitation Medicine
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Physical Therapist Assistant - FT
Rehab Advisors —New Franklin, OH
- $32 - $35 an hour
- Full-time
- Skilled nursing facility
- Physical & Rehabilitation Medicine
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply

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client advisor jobs near wooster oh

Front Office & Marketing Coordinator

Prism Wealth Management -
Wooster, OH

Quick Apply

Job Details

Full-time
$45,000 - $50,000 a year

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 wooster oh

Front Office & Marketing Coordinator

Account Manager

Business Development Advisor

Senior Outside B2B Sales Executive

Senior Tax Associate

Tax Manager

Licensed Sales Professional (LSP) - OH

Assistant Account Manager

Account Manager (Client Services)

EHS Technical Trainer, Mobile Training Centre

Life Insurance Specialist

Business Development Manager

Account Representative - State Farm Agent Team Member

Part-Time Beauty Advisor - Sephora

Beauty Advisor Full Time

Tax Vice President - Personal Tax Advisory Group

Tax Senior Manager or Vice President

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

Physical Therapist Assistant - Per Diem

Physical Therapist Assistant - FT

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