180 Results for

Financial Representative Jobs in Ohio

Jobs

New!

Parma, OH4 days ago

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. PNC 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.

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.

Canton, OH8 days ago

Remote

This is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.

New!

Reading, OH5 days ago

$75,000–$85,000 Per Year

Founded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2025 total revenues reaching approximately $4.4 billion. Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.

New!

Cincinnati, 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.

New!

Columbus, OH6 days ago

$75,000–$85,000 Per Year

Columbus, OH10 days ago

$75,000–$85,000 Per Year

Trench Solutions Sales Representatives drive revenue within their designated territory by developing business relationships and providing customer focused solutions to our customers' toughest trench and shoring challenges in industries including utilities, industrial sites, construction, infrastructure, municipal work and more. They are subject matter experts and consultants for internal and external customers in the application of our fleet of steel plates, steel shields, tire cleaners (rumble plates), manhole boxes, aluminum & plywood shores, pipe test plugs, confined space equipment, crash cushions, water barriers, and more.

Harrison, OH8 days ago

$75,000–$85,000 Per Year

ProSolutions Sales Representatives drive revenue within their designated territory by developing business relationships and providing customer focused solutions to our customers toughest Power and Climate Control challenges in industries including: Environmental and Restoration, Refineries and Petrochemical, Electrical, Mechanical, Sewer/Water/Municipal, Underground and General Contractors, Pipelines, Utilities and Industrial Facilities, Mining/Quarries, Entertainment and Special Events. They are subject matter experts and consultants for internal and external customers in the application of our fleet of pumps, generators, power distribution, and HVAC including Heat, AC, Chillers, and Desiccant Dehumidifiers.

New!

Columbus, OHToday

$75,000–$80,000

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.

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.

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.

INDEPENDENCE, Ohio30+ days ago

Organization : Name: CLEVELAND OH Default: Location : City: INDEPENDENCE 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.

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.

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?

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.

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, 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.

Beachwood, Ohio20 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.

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.

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.

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.

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.

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.

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.

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.

Toledo, 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.

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.

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).

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.

Independence, 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. The Holistic Approach to Financial PlanningHantz 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.

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.

Poland, OH23 days ago

$125,000–$175,000

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.

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.

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).

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).

Cleveland Area, OH30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

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!

North Canton, OH5 days ago

The Owner Representative / Land Acquisition Manager is responsible for leading and managing the real estate development process across multiple projects and states, with a focus on multifamily, build-to-rent (BTR), and senior living developments. During construction, this role serves as the primary representative of ownership, ensuring quality control, reviewing and approving submittals, attending Owner-Architect-Contractor (OAC) meetings, and approving payment applications.

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.

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.

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.

Loudonville, OH14 days ago

$15–$16 Per Hour

Large enough to offer a variety of products and services, but small enough to care about each of our members and employees, we are a valued asset for thousands of central Ohio families. You also have opportunities to use your product knowledge and cross-sell financial products and services to meet the financial needs of our customers.

Middleburg Heights, OH30+ days ago

The Service Project Sales Representative is an individual-contributor position responsible for driving mechanical retrofit and replacement project sales within commercial, industrial, institutional, and government markets. This role is ideal for a technically minded sales professional who excels in consultative selling, problem solving, and presenting solutions that improve system performance and energy efficiency.

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.

Hicksville, OH21 days ago

By providing exceptional service and personalized attention to each customer, you help us fulfill our promise of being more than just a bank – we're a trusted partner in prosperity. At The Hicksville Bank, we believe that our Account Representatives are more than just transaction processors – they're ambassadors of our brand and guardians of our community's financial well-being.

Columbus, OH28 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.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Representative job opportunities. Plus, receive relevant job recommendations in your inbox.

Financial Representative Jobs in Ohio

Financial Advisor - PNC Wealth Management PNC Financial Services Group

Senior Wealth Advisor Jobot

Remote Sales Representative Reineke Agency

Floor Care Sales Representative Herc Rentals Inc

Outside Sales Representative - Paid Weekly - Paid Training Safe Haven Security

Territory Sales Representative Herc Rentals Inc

Trench Solutions Sales Representative Herc Rentals Inc

ProSolutions Sales Representative Herc Rentals Inc

B2B Outside Sales Representative Orkin

PFS Call Center Representative (PRN) Blanchard Valley Health System

College Financial Representative, Internship Program Northwestern Mutual

Financial Representative Western & Southern Life

Financial Representative Davis Family Financial LLC

Financial Service Representative Firefighters Community Credit Union

Financial Clearance Representative L2 (OON/Special Coverages) Ohio State University Physicians, Inc.

Financial Services Representative-Bilingual Pyramid, Inc

Financial Aid Representative Beonair Network of Media Schools

TCHP Patient Financial Services Representative - CBO Phys Div Billing - Full Time - Days The Christ Hospital Health Network

Financial Advisor Timothy Walk

Financial Advisor Northwestern Mutual

Licensed Financial Advisor (Priority Financial Group) TruPartner Credit Union

Financial Advisor/Wealth Management Associate Kinetic Wealth Investment Advisors LLC

Financial Advisor KEMBA Financial Credit Union

Financial Advisor First Command Financial Services, Inc.

Servicing Financial Advisor True North Consultants, Inc.

Client Relationship Manager Voya Financial Advisors Voya Financial Advisors

Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.

Regional Financial Analyst Pain Management Group

Experienced Financial Advisor - Independent Platform (Ohio) WealthBridge Financial Group

Financial Advisor MassMutual Pittsburgh

Financial Advisor RIA Recruiting

Associate Financial Advisor RIA Recruiting

Financial Advisor Hantz Group

Senior Financial Analyst Hollywood Gaming at Mahoning Valley Race Course

Investment Advisor Representative WealthBridge Financial Group

Financial Services Advisor Atlasfinancialsolutions Co

Financial Advisor Skylight Financial Group

Entry Level Financial Services - Work From Home Spade Recruiting

Financial Advisor WestPoint Financial Group

Financial Advisor Series 7, 65 or 66 San Blas Securities

Customer Service Representative Community Financial System

Owner’s Representative – Canton, OH O'Brien Construction

Senior Member Service Representative KEMBA Financial Credit Union

Virtual Branch Sales Representative KEMBA Financial Credit Union

Communication Center Representative (call center) TruPartner Credit Union

Teller / Member Service Representative - PT CES Credit Union

HVAC Service Project Sales Representative The Brewer-Garrett Company

Solution Center Representative. Pyramid, Inc

Account Representative The Hicksville Bank

Member Service Representative II (Personal Banker - Sales) KEMBA Financial Credit Union

Resume Resources

Similar Job Searches