Associate Wealth Advisor CBIZ IncAssociate Wealth AdvisorCleveland, OHAn interest in and a desire to develop an understanding of investments and investment philosophy; A desire to obtain an understanding of matters related to income, gift, and estate taxes, employee benefits, insurance, and personal and philanthropic wealth transfer strategies; Strong interpersonal, written and verbal communication skills to convey complex financial concepts in a clear and client-friendly manner; Analytical expertise, attention to detail, and self-initiated follow-through; and. Working closely with a managing wealth advisor leading relationships with individuals, families and higher net worth clients by providing high touch comprehensive wealth management services; Constructing and ultimately overseeing all aspects of managing multiple client relationships, including; Portfolio review and construction.
Registered Investment Advisor WealthBridge Financial GroupRegistered Investment AdvisorCleveland, OH$150,000–$200,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Business Advisor / Broker TWORLDBusiness Advisor / BrokerCanton, Ohio$10,000–$30,000 / yearWhile you will operate as an entrepreneur, the firm will provide a multitude of support functions to help drive your sales success, including, but not limited to, marketing and lead generating activities, administrative support, initial training, continued career development, technology platforms, and team based selling and client support. Being a Business Advisor / Agent / Broker in our Canton office is a unique way to serve the community that is highly attractive for those who have worked either as a business owner or someone who has served business owners and provided essential services.
Associate Advisor - Wealth Mgmt (In Office) NFP CorpAssociate Advisor - Wealth Mgmt (In Office)North Royalton, Ohio$70,000–$90,000 / yearFull timeProficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook); experience with CRM systems, portfolio management tools, or financial planning software is a plus (eMoney, Nitrogen, Holistiplan. Summary : The Associate Advisor is a proactive and detail-oriented professional who supports the Wealth Management team in delivering exceptional service to both existing and prospective clients.
Associate Advisor Wealth Mgmt (In Office) NFP CorpAssociate Advisor Wealth Mgmt (In Office)North Royalton, OH$70,000–$80,000 / yearProficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook); experience with CRM systems, portfolio management tools, or financial planning software is a plus (eMoney, Nitrogen, Holistiplan. Summary: The Associate Advisor is a proactive and detail-oriented professional who supports the Wealth Management team in delivering exceptional service to both existing and prospective clients.
Customer Service Advisor 1 - Medina OH WesBanco IncCustomer Service Advisor 1 - Medina OHMedina, OHConsistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships. In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships.
Financial Planning Consultant Raymond James Financial IncFinancial Planning ConsultantBeachwood, OH$35,568–$43,750 / years66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
NewSenior Home Lending Advisor- Cleveland, OH JPMorgan Chase Bank, N.A.Senior Home Lending Advisor- Cleveland, OHCleveland, OHFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Financial Representative - Entry Level DeZordo RegionFinancial Representative - Entry LevelCanton, OhioPossessing 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.
NewVirtual Wealth Advisor - Cleveland, OH Citizens Financial Group IncVirtual Wealth Advisor - Cleveland, OHCleveland, OH$65,000–$70,000 / yearThe successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.
Private Client Advisor II Bank of AmericaPrivate Client Advisor IICleveland, OhioKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. 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.
Senior Wealth Advisor WealthBridge Financial GroupSenior Wealth AdvisorHudson, OH$120,000–$170,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Wealth Management Advisor-Strongsville U.S. BankWealth Management Advisor-StrongsvilleStrongsville, OhioWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Management Advisor U.S. BankWealth Management AdvisorRocky River, OH$65,000–$80,200 / yearWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Client Advisor - Wealth Management First Commonwealth BankClient Advisor - Wealth ManagementIndependence, OHRequires a comprehensive knowledge of financial planning and personal fiduciary trust principles including litigation; skill in maintaining effective relationships, communicating technical ideas and concerns, and the ability to work closely with team members to deliver a full array of integrated solutions and meet client expectations. Develops and maintains effective communication with clients, prospects and support areas - including in-person meetings, telephone and written communication.
Client Advisor - Wealth Management First Commonwealth Financial CorpClient Advisor - Wealth ManagementIndependence, OHRequires a comprehensive knowledge of financial planning and personal fiduciary trust principles including litigation; skill in maintaining effective relationships, communicating technical ideas and concerns, and the ability to work closely with team members to deliver a full array of integrated solutions and meet client expectations. Develops and maintains effective communication with clients, prospects and support areas - including in-person meetings, telephone and written communication.
SVP, Advisor NFP CorpSVP, AdvisorBeachwood, Ohio$120,000–$130,000 / yearFull timeWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. With an independent business model that offers a fiduciary approach, with no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients’ financial lives.
SVP, Advisor Aon PlcSVP, AdvisorBeachwood, OH$120,000–$130,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. With an independent business model that offers a fiduciary approach, with no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives.
Private Bank Wealth Advisor III - Beechwood Huntington Bancshares IncPrivate Bank Wealth Advisor III - BeechwoodBeachwood, OHAt least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
Sales Advisor - Sony ActionLink Services LLCSales Advisor - SonyAvon, OH$18–$20 / hourThrough engaging demonstrations and expert product knowledge, you''''ll help customers experience Sony''''s industry-leading picture quality, immersive audio, and innovative technology firsthand. What you will do: Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony''''s innovative technology.