Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeCleveland, OhioKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Financial Solutions Advisor - Pioneer Valley Market Bank of AmericaFinancial Solutions Advisor - Pioneer Valley MarketAvon, OhioKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Aid Advisor Valley CollegeFinancial Aid AdvisorFairlawn, OhioThe FAA coordinates and executes state, federal and institutional financial aid programs in an ethical, expeditious and efficient manner, to provide the greatest possible benefit to both the student and college. Remain technically current in new government and company regulations and procedures by attending sponsored financial aid workshops and seminars and by participation in local financial aid associations when feasible.
Student Financial Assistance Advisor Cuyahoga Community CollegeStudent Financial Assistance AdvisorHighland Hills, OHMaintains College regulatory compliance in all federal and state student assistance programs; submits reports to federal and state agencies, Makes adjustments to over-under awards by determining the amount of aid to be cancelled or repaid while ensuring accuracy in system data entry and processing, and contacting students regarding possible alternatives. Interviews and advises students in regard to educational financial planning; assists the Director with educational grants and loan programs, student employment and scholarship programs.
Financial Solutions Advisor Registration Candidate - Cleveland Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Cleveland MarketCleveland, OH$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Aid Advisor - Central Processing Team Herzing UniversityFinancial Aid Advisor - Central Processing TeamAkron, OH$21.74–$29.41 / hourMeet with new students to understand funding needs, provide guidance on completion of the FAFSA and required documents, and review eligibility for funding options including Federal Title IV funds, scholarships, state funding, and military funds. Provide gap funding options to students and support students in determining the best option to meet their financial needs and support their educational goals.
Financial Services & Opportunity Advisor Traction Forge FinancialFinancial Services & Opportunity AdvisorCleveland, OHThrough partnerships with Fortune 500 companies and top-tier financial institutions, we provide complimentary financial consultations that give clients real clarity and actionable direction for their financial future. Traction Forge Financial, leveraging the strength of GFI, is expanding rapidly across Ohio and is looking for driven individuals ready to take control of their future while helping others do the same.
Financial Services & Opportunity Advisor (Remote) Traction Forge FinancialFinancial Services & Opportunity Advisor (Remote)Cleveland, OHRemoteThrough partnerships with Fortune 500 companies and top-tier financial institutions, we provide complimentary financial consultations that give clients real clarity and actionable direction for their financial future. Traction Forge Financial, leveraging the strength of GFI, is expanding rapidly across Ohio and is looking for driven individuals ready to take control of their future while helping others do the same.
Senior Business Experience & Plan Advisor - Technology Financial Management The PNC Financial Services Group IncSenior Business Experience & Plan Advisor - Technology Financial ManagementStrongsville, OH$91,000–$185,900 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Cleveland, OH KeyCorpSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Cleveland, OHChagrin Falls, OHGeneral Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Cleveland, OH Keybank National AssociationSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Cleveland, OHChagrin Falls, OHGeneral Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
NewClient Advisor GpacClient AdvisorAkron, OH100000–150000GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. gpac is excited to partner with a well-established bank in the local area seeking a talented and experienced Client Advisor to join their tight-knit team.
J.P. Morgan Wealth Management - Private Client Advisor - Chagrin Falls / Willoughby / Chardon / Mentor - Ohio JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Chagrin Falls / Willoughby / Chardon / Mentor - OhioChagrin Falls, OHFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Associate Wealth Advisor Kinetic Wealth Investment Advisors LLCAssociate Wealth AdvisorWestlake, Ohio$50,000–$100,000This role provides the opportunity to work directly alongside experienced advisors and gain hands-on experience in every aspect of the profession, including: Financial planning. Many firms focus almost entirely on prospecting and asset gathering while providing little guidance on how to actually deliver meaningful financial advice.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Hudson / Aurora - Ohio JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Hudson / Aurora - OhioFairlawn, OHUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Solon / Willoughby / Chardon - Ohio JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Solon / Willoughby / Chardon - OhioSolon, OHUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Private Client Advisor KeyCorpPrivate Client AdvisorBeachwood, OHCoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Senior Tax Accountant/Advisor Collins Staffing ServicesSenior Tax Accountant/AdvisorIndependence, OhioChallenging Projects: Work on diverse and complex tax projects spanning various industries, including motorsports, manufacturing, entertainment, financial advisors, dental and medical practices, auto dealerships, the food industry, and more. Join our team as a Senior Tax Accountant/Advisor for opportunities to grow, engage in challenging projects, and contribute to a supportive work culture that values your leadership.
Financial Representative - Entry Level DeZordo Region - Modern Woodmen of AmericaFinancial Representative - Entry LevelCanton, OH$97,000–$192,000 / yearFull timePossessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. He and his wife, Jessie, share a love for travel, discovering great food, and enjoying a good glass of wine, while Travis and their 11-year-old daughter, Sofia, are currently on a shared Taekwondo journey working toward their black belts.
Private Client Advisor Keybank National AssociationPrivate Client AdvisorBeachwood, OHCoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.