Key Private Bank Senior Relationship Manager KeyCorpKey Private Bank Senior Relationship ManagerPepper Pike, OH$116,000–$216,000 / yearEducation Bachelor's Degree in business related field or equivalent work experience (preferred) Master's Degree in business related field (preferred) OR equivalent experience (required) Work Experience Minimum 7 years of demonstrated sales and business development experience with proven results (required) Licenses and Certifications FINRA License S7 and FINRA License S66 (preferred) or FINRA License S63 and FINRA License S65 (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Licensed Attorney/JD (varies by state) (preferred) Certified Wealth Strategist (CWS) (preferred) Skills Ability to build trust by taking a proactive client centric approach Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise Demonstrated expert knowledge of financial products and banking regulations Demonstrated strong client advisory skills Demonstrated experience with and broad understanding of personal and commercial financial statements Proven experience with and comprehensive understanding of consumer or commercial lending Excellent verbal and written communication skills Proficient in personal computer applications to drive results Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Managing Director WealthBridge Financial GroupManaging DirectorCleveland, OhioYou’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.
J.P. Morgan Wealth Management - Market Director of Wealth - Akron/Dover/Ashland/Wooster/Canton/Mansfield - Ohio JPMorgan Chase & CoJ.P. Morgan Wealth Management - Market Director of Wealth - Akron/Dover/Ashland/Wooster/Canton/Mansfield - OhioAkron, 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 Americas households and small businesses achieve their financial goals through a broad range of financial products.
PGIM Global Wealth - External Wholesaler (OH, KY, and IN) PGIM Global High Yield FundPGIM Global Wealth - External Wholesaler (OH, KY, and IN)OHPrimarily serving financial advisors, family offices, fund selectors, wealth managers, and their clients, the platform provides access to strategies spanning the asset class spectrum through mutual funds, UCITS funds, ETFs, SMAs, and alternative products. The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF's, SMA's, Alternative Investments, CIT's across retail and retirement platforms to investment professionals in their respective territory.
NewInsurance Planning Intern Valmark Financial GroupInsurance Planning InternAkron, OHThe Insurance Marketing team is seeking a motivated and detail-oriented Insurance Planning Intern to support day-to-day life insurance case design and provide valuable assistance to Financial Advisors and their clients. This intern will help build custom plans by using our life-insurance focused planning modules, gathering insurance quotes, and preparing custom analysis for Advisors to present to clients.
Wealth Manager Advisor GroupWealth ManagerFairview Park, OhioAs a senior client-facing advisor, the Wealth Manager leads financial planning engagements, manages transitioned client relationships, and partners with advisory teams to deliver exceptional client experiences and personalized wealth management solutions. This role is responsible for cultivating and maintaining deep client relationships, mentoring Financial Advisors, identifying business development opportunities, and driving growth through networking and Centers of Influence (COI) relationships.
Client Service Associate (Pickerington, OH) Oppenheimer & Co. Inc.Client Service Associate (Pickerington, OH)Beachwood, OHWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
Commercial Electrician TradeWorX, LLCCommercial ElectricianAkron, OHThis includes rough in work, running and pulling wires, making electrical connections, terminating electrical connections, bending conduit, installing receptacles and fixtures, and other assigned electrical duties. Experience in with rough ins, installing receptacles, connections and terminations, conduit, etc.
Commercial Plumbers TradeWorX, LLCCommercial PlumbersCleveland, OHExperience in with PVC, PEX, installation and removal of fixtures, copper, Able to perform general physical activities common to plumbing trade. We are now hiring for experienced commercial plumbers in Cleveland, OH and surrounding areas.
Residential Plumber TradeWorX, LLCResidential PlumberAkron, OHExperience in with PVC, PEX, installation and removal of fixtures, copper, Able to perform general physical activities common to plumbing trade. We are now hiring for experienced residential plumbers in Akron, OH and surrounding areas.
Administrative Assistant 836830 StiversAdministrative Assistant 836830Hudson, OHAs an Administrative Office Clerk, you will be responsible for: Handling incoming calls from donors, financial advisors, and external contacts, delivering polite and professional support at all times. Join a well-respected financial services organization as an Administrative Office Clerk and enjoy a hands-on role that keeps the office running smoothly.
Client Service Associate - Solon, OH Advisor Talent SolutionsClient Service Associate - Solon, OHSolon, OhioPosition: Client Service Associate Firm: Alpha Planning Location: Solon, OH Are you passionate about the complex nature of financial planning and eager to grow within a boutique advisory firm? Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs.
Security Analyst Specialty Experienced Veterans Sourcing GroupSecurity Analyst Specialty ExperiencedCleveland, OHRemoteRole Overview: We are seeking a Technical Cyber Assessor to conduct comprehensive cybersecurity control assessments within financial advisor branch offices. This role focuses on evaluating the implementation and effectiveness of security controls that protect sensitive client data, financial systems, and branch-level operations.
0.0 Dollar Bank0.0Cleveland, OHProvide full array of financial planning for clients, dependent upon their needs, to include both Brokerage and Advisory services, inclusive of mutual fund products, life insurance products, stocks, bonds and investment CDs and other investments as appropriate. You will be responsible for providing discretionary investment guidance for businesses and individuals and providing sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts, commodities, and alternative investments, among others.
Senior Tax Specialist Hantz GroupSenior Tax SpecialistIndependence, OHOur philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. Senior Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals.
Wealth Management Lending Officer Bank of America CorpWealth Management Lending Officerpepper pike, OHOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effectiveJob Description:This job is responsible for developing and maintaining a network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities from Bank of America Merrill Financial Advisors. Key responsibilities include responding to customer inquiries and referrals, conducting interviews with prospective borrowers, determining customer financing objectives, and advising customers of product/pricing policies and guidelines, while maintaining regulatory and compliance requirements of the Line of Business.
Operational Risk Analyst Fiserv IncOperational Risk AnalystOHA successful Operational Risk Analyst identifies, assesses, and mitigates risks arising from internal processes, systems, and external fraud events to prevent financial loss, reputational damage, and regulatory breaches. Work with cross-functional teams to facilitate financial transactions, embed a risk-aware culture, and provide training on best practices.
NewAccountant or Tax Paralegal - Trusts & Estates Aspen Careers, LLCAccountant or Tax Paralegal - Trusts & EstatesCleveland, OHTrusts & Estates team handles estate planning, wealth transfer, income tax planning, estate and trust administration, fiduciary matters, and tax return preparation. Candidates coming from public accounting, CPA firms, wealth management, trust companies, or other tax-focused environments are encouraged to apply.
Business Service Officer Morgan StanleyBusiness Service OfficerCleveland, OH$75,000–$125,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches.
FP&A Manager, Commercial The Lubrizol CorpFP&A Manager, CommercialBrecksville, OHFor nearly 100 years, The Lubrizol Corporation, a Berkshire Hathaway company, has been at the forefront of innovation to enhance everyday life, advance mobility, and make the modern world work better. At Lubrizol, we're bringing to life the chemistry behind clean water, efficient transportation, reliable infrastructure, critical medicines, and the products people rely on every day through science, sustainability, and a culture of inclusion.