Top 16 Wealth advisor Jobs in Youngstown, Oh

Client Relationship Manager
HDA Wealth Management —Poland, OH
- $15 - $21 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
12d
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
Quick Apply
Financial Advisor
MassMutual Pittsburgh —Youngstown, OH
- $70,000 - $150,000 a year
- Full-time
- Finance
- Bachelor's degree
- Business
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - Boardman / Niles / Warren / Canfield / Poland - Ohio
JPMorganChase —Boardman, OH
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
1d
Manager Trainee (Fast Track)
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Youngstown, OH
- $75,044.12 - $141,472.49 a year
- Full-time
- Hybrid work
- Office
- Master's degree
- Mentoring
- Health savings account
- Health insurance
Quick Apply
6h
Portfolio Advisor
F.N.B. Corp. —Hermitage, PA
- Full-time
- Customer service
- Computer literacy
- Bachelor of Science
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
Client Service & Financial Planning Specialist
Guidelight Financial Group —Cortland, OH
- $20 - $23 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
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
Chief Investment Officer
HBKS Wealth Advisors —Canfield, OH
- Full-time
- 11+ years
- Office
- Business development
- Profit sharing
- Paid holidays
Quick Apply
17h
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
5d

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Senior Wealth Advisor
WealthBridge Financial Group —Youngstown, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$120,000 - $170,000 a year
Quick Apply
Financial Advisor
MassMutual Pittsburgh —Youngstown, OH
PA Life Accident and Health License or ability to obtain license in the first 3 months. A Bachelor's degree in Finance, Business, Economics, or a related field.
$70,000 - $150,000 a year
Quick Apply

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Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
$65,000 - $95,000 a year
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply

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Client Relationship Manager

HDA Wealth Management
Poland, OH

Quick Apply

Job Details

Part-time | Full-time
$15 - $21 an hour
12 days ago

Benefits

Paid holidays
401(k) 3% Match
Health insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Teamwork
Executive administrative support
High school diploma or GED
Client services
Customer relationship management
Time management

Full Job Description

Position Summary

We are seeking a Client Relationship Manager to join our close-knit wealth management team. This is a highly client-facing position and an important part of creating the welcoming, personal experience our clients have come to expect from our firm. The ideal candidate is someone who genuinely enjoys people. We are looking for a warm, outgoing, personable individual who takes the time to get to know our clients, remembers the details that matter to them, and makes them feel valued every time they interact with our office. This position is about much more than answering phones or coordinating a calendar. The person in this role will become a familiar and trusted presence to our clients and an integral part of our small team. They should be comfortable working closely with advisors and service team members, taking initiative, helping wherever needed, and contributing to a positive office environment. This opportunity may be an excellent fit for an experienced administrative professional, someone transitioning from another client-facing career, or an individual looking to return to the workforce and bring their professional and interpersonal experience to a new environment.

Client Experience & Relationship Building

Serve as a welcoming and familiar point of contact for clients and visitors.
Answer incoming calls with warmth, professionalism, patience, and genuine concern for the client's needs.
Develop positive relationships with clients and take an interest in getting to know them personally.
Remember client preferences, important details, and conversations to help create a personalized experience.
Respond to client questions and requests thoughtfully and ensure they are directed to the appropriate team member when needed.
Follow up on client requests and help ensure that questions or concerns are addressed promptly.
Provide a high level of hospitality and care during every client interaction, whether in person, by phone, or through written communication.
Help create an office atmosphere where clients feel comfortable, recognized, and genuinely cared for.

Meeting & Client Coordination

Coordinate and schedule client meetings and appointments for advisors.
Communicate with clients regarding scheduling, confirmations, reminders, and meeting logistics.
Prepare conference rooms and meeting materials prior to client appointments.
Assist with virtual meeting coordination and technology setup.
Provide hospitality and refreshments for client meetings.
Assist with client events and special firm activities as needed.
Help ensure that advisors and team members are prepared for the day's meetings and appointments.

Administrative & Team Support

Provide administrative support to advisors and service team members.
Assist with document preparation, scanning, filing, and organization.
Maintain accurate and organized client records.
Manage incoming and outgoing mail, packages, and deliveries.
Monitor office supplies and coordinate ordering as needed.
Assist with special projects and other administrative responsibilities.
Take initiative to identify tasks that need to be completed and look for ways to support the team.

Office Coordination

Help ensure the office operates smoothly and maintains a professional, organized, and welcoming environment.
Coordinate vendor visits, deliveries, and service appointments.
Assist with day-to-day office organization and operations.
Maintain a client-ready environment throughout the day.
Work collaboratively with a small team where communication, flexibility, and willingness to help are essential.

What We're Looking For: We are looking for someone who brings professional experience, maturity, strong interpersonal skills, and a genuine desire to work with people. The right candidate will be:

Naturally warm, friendly, and outgoing.
Genuinely interested in people and comfortable building relationships.
An excellent listener who communicates with patience and empathy.
Comfortable speaking with clients of different ages and backgrounds.
Dependable, professional, and trustworthy.
Highly organized and attentive to detail.
Someone who takes pride in their work and follows through on commitments.
Comfortable working independently while also being a collaborative member of a small team.
Proactive and willing to step in and help wherever needed.
Calm and professional when handling busy periods or unexpected situations.
Discreet and respectful when working with confidential client information.
Comfortable learning new technology and systems.
Someone who understands that small gestures, thoughtful communication, and a positive attitude can make a significant difference in a client's experience.

Qualifications

Previous experience in a professional office, client service, administrative, banking, financial services, insurance, hospitality, healthcare, or similar environment preferred.
Strong interpersonal and customer service skills.
Excellent verbal and written communication skills.
Strong organizational and time-management abilities.
Proficiency with Microsoft Office, Outlook, Word, and Excel.
Ability to manage multiple responsibilities and prioritize effectively.
Professional demeanor and appearance.
High level of discretion and ability to maintain confidentiality.
High school diploma or equivalent required; additional education or professional experience is a plus.

Financial services experience is not required. We are more interested in finding someone with the right personality, professionalism, work ethic, and ability to connect with people.

Why This Role Is Different This is an opportunity to become an important part of a small, collaborative wealth management team where your work and personality genuinely matter.You will have the opportunity to build relationships with clients over time, become someone they recognize and trust, and play an important role in making each client's experience with our firm personal and positive.We are looking for someone who wants to be more than just the person behind the front desk. We want someone who will become a valued member of our team and a familiar, trusted face to our clients.

Position DetailsEmployment Type: Full-Time or Part-Time
Schedule: Monday–Friday, standard business hours
Location: Poland/Boardman area
Reports To: Office Manager / Director of Operations / Lead AdvisorBenefits

Competitive compensation
Paid time off and holidays
Retirement plan participation
Professional development opportunities
Supportive, close-knit team environment
Stable professional office environment

Pay: $15.00 - $21.00 per hour

Benefits:

401(k)
401(k) 3% Match
Health insurance
Paid time off
Vision insurance

Experience:

Customer relationship management: 1 year (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth advisor jobs in youngstown, oh

Client Relationship Manager

Senior Wealth Advisor

Financial Advisor

J.P. Morgan Wealth Management - Private Client Advisor - Boardman / Niles / Warren / Canfield / Poland - Ohio

Manager Trainee (Fast Track)

Portfolio Advisor

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

Client Service & Financial Planning Specialist

Senior Outside B2B Sales Executive

Chief Investment Officer

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area

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