Financial Aid Advisor (Online Division) Herzing UniversityFinancial Aid Advisor (Online Division)Akron, OH$20.54–$27.78 / hourSchedule: A 40 hour work-week schedule will be determined based on preference and business needs falling during typical business hours for Herzings Online Division, with one shift with evening hours and minimal Saturday hours required. Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu > Myself > My Company > View Opportunities to apply using the internal application process.
Financial Advisor Hantz GroupFinancial AdvisorIndependence, OHAs a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance and retirement to provide holistic and complete advisory to our clients. The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning.
Financial Advisor Skylight Financial GroupFinancial AdvisorCleveland, OH$75,000–$150,000 / yearSkylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets. With Skylight support, you will be able to provide peace of mind around concerns that clients face such as the ability to fund a college education, prepare for retirement, protecting themselves from the risks of life and increasing their overall confidence that they are on the right track.
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 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 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 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.
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.
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.
NewBlock Advisors Tax Advisor H&R BlockBlock Advisors Tax AdvisorBEACHWOOD, OhioFull timeYou'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.
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.
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.
J.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.
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.
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.