163 Results for

Financial Representative Jobs in Ohio

Jobs

New!

Cincinnati, OH1 day ago

$150,000–$220,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.

New!

Cincinnati, OHToday

$65,000–$120,000

Serve as an empathetic problem solver for commercial customers by utilizing the in-depth training provided to recommend the best innovative overall solution for each customer's needs. As part of the Orkin Commercial sales team, you get the advantage of a highly persuasive pitch: top-notch service from an iconic brand name and the industry leader with almost 125 years of protecting homes and businesses.

New!

Dayton, OH2 days ago

$65,000–$120,000

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions: Willingness to work outside 90% of the time for extended periods in any season, with potential exposure to inclement weather. Our mission is to provide peace of mind and protection to families across the country, and we achieve this by offering cutting-edge security solutions and exceptional customer service.

Findlay, Ohio8 days ago

Regularly attends and actively participates in staff meetings, training and continuing education that aligns with recognized improvement opportunities, payer policies and procedures and ensures to maintain up to date certifications. Collects patient payments made over the counter, over the phone, and by mail daily; properly records all payment types (e.g., cash, check, debit, credit) and transactions into the computer system.

Columbus, OH30+ days ago

$60,000–$75,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Upper Arlingtn, Ohio20 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

WILLOUGHBY, Ohio30+ days ago

Organization : Name: CLEVELAND NORTH OH Default: Location : City: WILLOUGHBY Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

Cleveland, OH22 days ago

You'll assist members with: Advanced banking needs including opening and closing accounts, helping our members through the loan process, and facilitating fraud complaints. Are you a self-starter with banking experience who is interested in building a rewarding careerin the financial industry with an established credit union?

Grandview Heights, OH30+ days ago

$18–$19 Per Hour
Contractor

By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Responsibilities: Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.

Columbus, Ohio30+ days ago

$17.84–$26.76 Per Hour

With over 100 cutting-edge outpatient center locations, dedicated to providing exceptional patient care while fostering a collaborative work environment, our buckeye team includes more than 1,800 nurses, medical assistants, physicians, advanced practice providers, administrative support staff, IT specialists, financial specialists and leaders that all play an important part. Interacts and maintains excellent working relationships with medical staff, referring physicians, and their designees to obtain complete, accurate, timely clinical and financial information required for payer reimbursement.

Columbus, OH13 days ago

Scorecard accountabilities: Financial Aid first-time appointments, applicants that enroll within five days, same-day financial aid estimate, students enrolled in auto debit/payer express, cash collected vs. If any packaging for a student results in more than an out of pocket $5000 balance as of the last day of the last term, then approval must be requested from the CEO prior to the student sitting in class or being counted as an enrolled student.

Norwood, OH21 days ago

Interacts and works with other areas of the patient financial services team to identify and resolve issues related to the billing and collections of medical claims, as well as patient and insurance provider payment posting. Provides support for all aspects of the Revenue Cycle billing and collections process, including but not limited to: Responsible for the research and resolution of all unpaid claims and the preparation of appeals for rejected or denied claims.

Upper Arlington, OH30+ days ago

$61,000–$119,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis.

Cincinnati, Ohio7 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Westlake, Ohio30+ days ago

$50,000–$120,000

Of course, investment management is a cornerstone of the work we do--and we’re proud of our approach to how we build portfolios for our clients - but we recognize that this is just one tenet of the true range of advice that is meaningful to growing one’s wealth. The advisor development programs touted by the big box firms consist of a gray-haired advisor that beats his chest for an hour or two and then tells the new recruits where their phone and desk is.

Cincinnati, OH30+ days ago

Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan. Remains visible to the appropriate segments of the public to meet and to retain potential clients, including conducting client workshops and seminars on various topics.

Columbus, OH28 days ago

The Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial goals and objectives from face-to-face financial analysis and identifying appropriate insurance and securities products to meet Members goals and objectives. Cultivates strong working relationships and build trust among Credit Union Staff and Members along with other key local people in the Credit Union movement, attend/participate in staff meetings and other Credit Union staff functions.

New!

Fairfield, OHToday

$100,000–$125,000 Per Year

This is an opportunity to take your practice to the next level under our independent wealth management platform, benefiting from our resources, investment solutions, and operational support while maintaining autonomy in managing your client relationships. Manage and grow your own book of business under the Rik Saylor Financial umbrella, delivering high-touch financial planning and investment management services.

Miamisburg, OH28 days ago

Responsibilities and Primary Activities: · Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office. · Handles incoming telephone calls to screen solicitors and connect clients with their respective advisors.

Beavercreek, OH23 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Cleveland, OH12 days ago

Our client, a well-established wealth management firm serving high-net-worth individuals and families, is seeking a Servicing Financial Advisor to join their growing advisory team. This role is focused on maintaining and deepening relationships with existing clients, helping them understand and implement their financial plans while identifying opportunities to expand the relationship.

Columbus, OH12 days ago

Remote

$75,000–$85,000

Our partners are provided with the blueprint and ongoing program management resources to cultivate a robust, outpatient pain management service line through Balanced treatment approach, Hosital-based model, Program sustainability, Quantifiable outcomes and results. This position serves as the financial representative for their assigned hospital partnerships, working alongside the hospital partner finance team to oversee financial reporting and ensure accuracy of the pain management service line financials.

New!

Youngstown, OH6 days ago

MassMutual Pittsburgh is a full-service financial planning and wealth management firm committed to helping individuals, families, and business owners create, grow, and protect their wealth. Our Financial Advisor Development Program is designed for driven graduates who want the freedom to grow their own practice — with the training, mentorship, and resources of a nationally respected firm behind them.

Dayton, OH7 days ago

$125,000–$200,000

Join 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.

Willoughby, OH30+ days ago

Full-time

As 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. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients.

Columbus, OH30+ days ago

Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.

Fairlawn, OH30+ days ago

For more than 40 years, Wealth Impact Advisors has served clients across Northeast Ohio with disciplined financial planning, prompt service, and investment management that stands the test of time, markets, and life stages. From day one, you’ll dive into our internal ecosystem - CRM, financial planning software, tax tools, workflows, and processes - building deep fluency so you can confidently support client planning preparation, analytics, and reporting.

Cincinnati, Ohio30+ days ago

Remote

Whether you're transitioning careers, recently graduated, experienced in sales, or already licensed, we provide the training, mentorship, and support needed to succeed in a growing industry. Atlas Financial Solutions is expanding and actively seeking motivated individuals who want to build a long-term career in financial services.

Findlay, OH30+ days ago

$100,000–$150,000

The Financial Advisor role is focused on delivering high-quality advice, managing relationships, and being a key contributor to client experience. Develop and deliver comprehensive financial plans (cash flow, tax strategies, investments, retirement, estate planning, risk management).

New!

Cleveland, OH2 days ago

$75,000–$150,000 Per Year

Skylight 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.

Youngstown, Ohio30+ days ago

We’ve grown to become the leading provider of integrated entertainment, sports content, and casino gaming experiences thanks to our 43 destinations across North America, online sports betting and iCasino via theScore Bet Sportsbook and Casino®. Physically mobile with reasonable accommodations including ability to push, pull, carry and lift up to 100 lbs., and the ability to push, pull, reach, bend, twist, stoop, stack, crouch, kneel and balance when performing job duties in varying work areas such as confined spaces.

Independence, OH22 days ago

$90,000–$110,000

We are seeking an Associate Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our existing clients. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership.

Akron, OH30+ days ago

Full-time

Daily activities include Inbound and outbound calling, setting appointments, performing presentations to members of unions that request our benefits, basic computer knowledge, completing the necessary paperwork, quality control, and leadership development. All-expenses-paid yearly office trips to exciting and exotic locations (2016 Puerto Rico, 2017 Cancun, 2018 Disney, 2019 Vegas, 2020 Bar Mar Bahamas).

Youngstown, OH23 days ago

$125,000–$175,000

New!

New Albany, OH2 days ago

$75,000–$150,000 Per Year

At WestPoint Financial Group, we help professionals like you make the leap into financial advising—with autonomy, support, and a community that’s got your back. Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed).

Grandview Heights, OH12 days ago

$18–$19 Per Hour
Contractor

Responsibilities include making outbound follow-up calls for transfer status updates, responding to basic customer emails, uploading documentation into processing systems, and answering internal chat inquiries. Key Responsibilities: Customer Service Financial Representative – New Business Advisory Hybrid role supporting the New Business Advisory team with pending transfer applications.

Columbus, OH28 days ago

The Virtual Branch Sales Representative is a results-driven call center position responsible for performing a broad variety of Member focused sales and service-related activities that helps enrich the financial lives of our member. This high-contact sales position requires the ability to deal effectively with Members and other KEMBA Associates for all inbound/outbound Member activity that results from Member calls, e-mail, and internet activity.

Pickerington, OH28 days ago

Proactively offers new services for existing Members and non-Members: Initiates outbound telemarketing activities that will result in the acquisition of qualified new memberships and an increased level of products/services utilization by all Members. Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintain and renew the registration in addition to completing related compliance training as directed by KEMBA.

New!

Zanesville, OHToday

Receiving deposits, cashing checks, verifying amounts and endorsements, processing loan payments, balancing currency, and coin in teller drawer, as well as explaining and promoting productsand services. Knowledgeable of Bank's products and services and explains, promotes, refers products and services to customers accurately.

New!

Fairfield, OH3 days ago

$15–$18.25 Per Hour

The Community Choice Financial® Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You'll play a pivotal role in our high-performance environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.

New!

Lakewood, OH3 days ago

$15–$18.25 Per Hour

The Community Choice Financial® Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You'll play a pivotal role in our fast-paced environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.

Lakewood, Ohio19 days ago

$15–$18.25 Per Hour

Our Purpose: The Community Choice Financial® Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You’ll play a pivotal role in our fast-paced environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.

Columbus, OH28 days ago

The Member Services Representative I is a results-driven position responsible for performing a broad variety of Member focused sales, service-related activities, and overall lobby management while projecting the front-line member care philosophy by greeting, welcoming, offering options and directing members to the appropriate supporting staff. Maintain audit controls including, but not limited to, dual control, key control, logs/reports, alarms, safe deposit box, and all teller-related audit responsibilities Professionally service basic member activity, including, but not limited to: Process changes of address and add additional names to accounts.

Westerville, OH20 days ago

The Member Services Representative is a results-driven position responsible for performing a broad variety of Member focused sales and service-related activities that helps enrich the financial lives of our member. Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA.

Columbus, OH28 days ago

Professionally service Member activity associated with loan and deposit services: Provide accurate information for all products and services, as well as the status of all Member accounts. Assume primary ownership over all Member issues by accurately documenting, researching, and resolving or escalating Member issues associated with any product or service.

Columbus, OH21 days ago

Assumes responsibility for the effective and professional performance of Member service functions: Presents and explains Credit Union services and products to Members and assists in meeting their financial needs; opens and closes accounts; orders checks for Member accounts; completes payroll deductions and authorization forms; Answers questions and solves problems for Members by listening to problems, collecting data, securing answers and reporting results to the inquiring party; resolves Member bookkeeping and account related issues; Receives and directs Members and telephone calls; responds to inquiries and questions, or directs them as necessary; records and relays messages; Performs file maintenance and account changes as necessary; Maintains IRA accounts and answers questions regarding IRAs. Aggressively target new services for existing Members and non-Members: Initiate outbound telemarketing activities that will result in the acquisition of qualified new memberships and an increased level of products/services utilization by all Members; Qualify deposit services for Members in a manner consistent with policy and procedures.

New!

Kent, OHToday

The Front Desk/Receptionist is responsible for greeting patients in a professional manner; updating and verifying patient information, including obtaining patient ID/insurance information, processing copayments, and registering patients in the billing system; maintaining a smooth flow of communication between patient, provider, and clinical staff; handling scheduling inquiries; and providing other assistance as needed. Alpine is a strong supporter of MVP, given their PeopleFirst philosophy, unparalleled track record, significant financial resources, and a commitment to building a platform that includes physician leadership at the highest levels.

New!

Sandusky, OH4 days ago

Prolonged Standing (5-8 hours per day), frequent use of hands and upper body to manipulate/grasp objects/branch equipment, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height (Vault, ATM etc.), frequent forward reach, frequent lifting of 1 - 30 lbs., occasional lifting of up to 50 lbs. Preferred Skills/Traits: Great attention to detail, effective communication, problem solving while giving excellent customer service, High School diploma or equivalent, previous cash handling or customer service experience preferred.

New!

Cincinnati, OH6 days ago

With excellent communication, you answer incoming calls and proactively discuss with members various information, such as policies, programs, orders, payments, products, and services. Our organization was founded in 1937 by Louise McCarren Herring, who was a pioneer in the credit union industry, having started over 500 credit unions in her lifetime.

Steubenville, OH9 days ago

Phone Management: Answers incoming calls promptly and professionally, directing calls to the appropriate personnel, taking accurate messages, and addressing patient inquiries regarding appointments, billing, or general practice information. Identifies all appropriate printed patient education material and hand-outs for the patient and provides them to the patient/guarantor (e.g., practice brochures, new patient packets, HIPAA Privacy Act notification, appointment reminders).

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