218 Results for

Financial Services Jobs in Shaker Heights, OH

Jobs

New!

Cleveland, OH3 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.

New!

Cleveland, OH3 days ago

$70,000–$100,000 Per Year

As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our version of a financial plan), (2) delivering world-class first line ongoing client support and service, and (3) facilitating start-to-finish insurance application execution. · CSS Captains – you will have a three (3) dedicated supporting CSS Team Members that help you manage your (1) workload, (2) new business support (outstanding applications) and (3) policy and training needs.

New!

Cleveland, OH3 days ago

Self-directed and self-motivated work ethic that contributes to the client service team by producing quality work with quick turnaround and attentive service. The Audit and Assurance Services Senior Accountant serves as both the lead and support for a variety of firm clients, largely in our not-for-profit niche.

New!

Cleveland, OH1 day ago

Remote

$150,000–$200,000 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. We are a growing company in the reinsurance industry that is on the lookout for a Senior Software Engineer / Senior Full Stack Engineer with strong Python skills and a reinsurance or financial services background!

Elyria, OH18 days ago

$64,790–$76,938.60 Per Year

Reporting to include: - Equipment due for service - Fleet status Reporting - Equipment Service Record Reporting - Open work order report - Warranty claim summary report - Inventory management - Parts & merchandise detail reporting - Financial and historical trending - Service department financial summary - Shop foreman performance tool - Work order chargeback - Halt report - Open PO report - Tech paid hours vs. Sunbelt offers team members the following paid time off from work, subject to Sunbelt's policies (unless specified in a collective bargaining agreement): 12-25 vacation days depending on years of service.

New!

Elyria, OH3 days ago

$45,000–$52,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

Cleveland, OH3 days ago

$40,000–$60,000 Per Year

Our client, a leading financial services company and one of the nation’s premier providers of title insurance and real estate transaction services, is seeking a Commercial Sales Representative to join their Cleveland team. This is an exciting opportunity for a results-driven commercial real estate expert to grow market share and build meaningful client relationships in the Cleveland real estate market.

New!

University Heights, OH2 days ago

$20.92–$30.21 Per Hour

Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom Requirements Veterinary Technician Certification or Licensure (CVT, RVT, LVT, or LVMT) based on state requirements. Role responsibilities Provide furry, feathered, and scaled pets with the best possible care, especially preventive care Build close relationships with pets and the humans who love them Upon approval from supervising veterinarian, perform veterinary technician appointments.

New!

Shaker Heights, OH2 days ago

$20.92–$30.21 Per Hour

New!

Shaker Heights, OH2 days ago

$20.92–$30.21 Per Hour

Elyria, OH30+ days ago

Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.

Mayfield Village, OH30+ days ago

As Insurance and Financial Services Position - State Farm Team Member for Collin Doyle - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.

Olmsted Falls, OH16 days ago

As our Insurance and Financial Services Position - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: Lindsay Perrico - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.

Elyria, OH30+ days ago

ROLE DESCRIPTION: As a financial service specialist with JP Merk State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

New!

Shaker Heights, OH2 days ago

Full-time

Centers for Dialysis Care is seeking an experienced Patient Financial Services Representative to work out of our Corporate Office located in Shaker Heights, OH. This includes root cause analysis, contact with payers (via phone or paper/electronic status inquires), ensuring patient responsibility is properly and timely identified.

Cleveland, OH30+ days ago

As a State Farm team member for Daven Primm - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

North Ridgeville, OH30+ days ago

You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Cleveland, OH30+ days ago

Through 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.

Strongsville, OH30+ days ago

As Insurance and Financial Services Position - State Farm Team Member for Brandon Brletich - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.

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).

Cleveland, OH30+ days ago

Full-time

American Income Life has served working class families since 1951 with life, accident, and supplemental health products to help protect members of labor unions, credit unions, associations, and their families. At American Income Life, we are searching for ambitious individuals who are ready to build a successful career while also having a positive impact on the communities around them.

Cleveland, OH22 days ago

The Director of Strategic Finance & Operations serves as a key strategic partner to Global Technical Services leadership, supporting financial planning, operational strategy, workforce planning, executive communications, and organizational performance initiatives across the division. This is a highly visible role with direct interaction and exposure to executive leadership within Global Technical Services and offers a strong long-term pathway toward broader operational and executive leadership opportunities within the organization.

Cleveland, OH30+ days ago

A financial organizational is seeking a Client Service Associate to join their team. Light marketing posting; eventually become our website and SalesForce onboarding administrator/trainer.

New!

Cleveland, OH3 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?

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.

Cleveland, OH10 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.

Cleveland, Ohio28 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.

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.

Cleveland, OH30+ days ago

$97,000–$192,000 Per Year

Possessing 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.

Cleveland, OH30+ days ago

$50,000–$65,000

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.

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.

Parma, OH30+ 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 • 8 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.

Willoughby, OH30+ days ago

Full-time

The role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients.

Independence, OH30 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.

cleveland, OH30+ days ago

Utilizes electronic data exchange software to send and retrieve information from the Department of EducationMaintains files and databases certifies student loan applications implements maintains and utilizes computer assisted financial aid management systemsMaintains College regulatory compliance in all federal and state student assistance programs submits reports to federal and state agenciesMakes 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 alternativesAssists in one or more major areas of Financial Aid processes direct loans through Electronic Fund Transfer and validates financial aid verification documents for the Pell Grant ProgramInterviews and advises students in regard to educational financial planning assists the Director with educational grants and loan programs student employment and scholarship programsAssists students in the completion of the application for public benefits as a part of the financial aid award and works collaboratively with the Manager Student Financial Aid and Peer Financial CoachMaintains confidentiality of information exposed to in the course of business regarding students supervisors or other employeesConducts financial aid and financial literacy workshops for prospective and continuing studentsContributes in the development and implementation of policies and procedures that ensures accuracy and equity in the delivery of financial aid programs by providing input as neededPerforms other related duties within the job grade and job classification as assigned. DUTIES ANDRESPONSIBILITIESDetermines the packaging of student financial aid awards in accordance with applicable regulations statutes and policiesMonitors interprets and implements federal regulations pertaining to student loan grant and scholarship eligibilities and formulates or recommends changes to College policies and procedures to comply with regulatory changes.

Stow, OH30+ days ago

Headquartered in Chicago, MVP proudly supports prominent eye care professionals across 70+ locations in Ohio, Michigan, Pennsylvania, West Virginia, and Illinois, with over 140 physicians and 1,500 employees dedicated to delivering top-notch, customized care for each of our patients. Midwest Vision Partners (MVP) is focused on improving and preserving it for as many patients as possible by cultivating a network of world-class ophthalmologists and optometrists who provide exceptional, patient-centered care.

Cleveland, OH30+ days ago

$250–$1,000

Skills & Experience •Education Bachelors degree or equivalent skills and work experience •Licensing State Life & Health SIE Series 7 Series 66 •Personal Attributes values-driven with a track record of success and accomplishment •Communication Skills excellent interpersonal and communication abilities with strong self-confidence •Mindset entrepreneurial spirit with a desire to positively impact others lives •Collaboration ability to work with and learn from top performers •Work Authorization must be authorized to work in the United States Training & Development •FINRA Sponsorship provided for required FINRA licensing •Preliminary Employment Period PEP comprehensive 120-day hands-on training •Virtual University access to Equitable Advisors Virtual University for continuous learning •Mentorship opportunities for joint work and mentorship •Personalized Coaching Benefit from the training and guidance of a local Vice President who will assist you throughout your journey offering valuable insights and support to help you succeed •Leadership Development access to Leadership Development School for those with management ambition •Professional Growth encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER CFP® Chartered Financial Consultant ChFC and Equitable Advisors own Credentialed Holistic Financial Coach program Compensation & Benefits •Sign-On Payment Eligibility 250-1000 after signing the PEP agreement based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. 408954true408954falseSubmission for the position Financial Professional - OH Cleveland 5202 - Job Number 250000INfalse408954falsetrueFinancial Professional - OH Cleveland 5202250000INUNITED STATES-OH-ClevelandUNITED STATES-OH-ClevelandUNITED STATES-OH-WESTLAKE UNITED STATES-OH-LORAINUNITED STATES-OH-WESTLAKE UNITED STATES-OH-LORAINEquitable AdvisorsEquitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients.

Twinsburg, OH30+ days ago

Key objectives include: Enhance financial effectiveness by analyzing current practices, identifying gaps, and implementing best-in-class financial strategies tailored to the unique needs of post-acute care providers. Through these objectives, the Financial Consultant aims to empower post-acute care organizations to thrive in a complex healthcare landscape, leveraging expertise to achieve measurable improvements in financial performance and operational quality.

Westlake, OH30+ 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.

Cleveland, OH30+ days ago

$70,000–$125,000 Per Year
Full-time

As a Senior Associate on our Transaction Services (TS) team, you’ll focus exclusively on financial due diligence and transaction advisory work—supporting middle-market private equity firms, corporate buyers, and closely held businesses navigating critical transactions. You’ll work closely with experienced managers and partners, interact directly with business owners (often going through a transaction for the first time), and gain hands-on exposure across multiple industries, including manufacturing and distribution.

Cleveland, OH30+ days ago

$80,000–$150,000 Per Year
Full-time

You’ll serve as a primary client contact, guide engagement teams through complex transactions, and play a key role in developing talent and supporting the continued growth of our Transaction Services practice. As a Manager on our Transaction Services (TS) team, you’ll lead financial due diligence engagements for middle-market private equity firms, corporate buyers, and closely held businesses.

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.

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.

Independence, OH30 days ago

$100,000–$150,000

We are seeking a 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.

Cleveland, OH15 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!

Cleveland, Ohio3 days ago

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. How you'll make an impact: Evaluate and present monthly, quarterly and annual reports that measure client financial status, track expenses by product line, renewal projections, funding levels and rates, etc. to the Account Management teams and to clients when necessary.

New!

Cleveland, OH1 day ago

Long-term assignments that requires one to rely on own resources in task accomplishment include using Excel to reconcile parking wait lists and Lenel access to buildings on campus as well as key controls. These functions include processing parking assignments, ID cards and key requests for faculty, staff and students utilizing multiple databases to include Lenel, HARLD, POS system, and the T2 system.

Stow, OH20 days ago

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. Headquartered in Chicago, our mission is to provide world-class support to ophthalmologists and optometrists, enabling them to focus on improving patients' vision to help people live their best lives.

Cleveland, OH9 days ago

Remote

$40,000–$60,000 Per Year
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines.

Medina, OH15 days ago

Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients. Provide clear, proactive communication to clients and firm leadership regarding engagement status, timelines, risks, and outcomes, ensuring expectations are managed and decisions are supported.

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Financial Services Jobs in Shaker Heights, OH

Servicing Financial Advisor True North Consultants, Inc.

Client Service Specialist/Financial Paraplanner Golden Reserve LLC

Audit and Assurance Services - Senior Accountant Gables Search Group

Senior Python Developer Jobot

Service Manager Sunbelt Rentals

Accounts Payable Specialist Vaco LLC

Commercial Sales Representative - Title Insurance (OH) Pernini Recruiting Company

Registered Veterinary Technician Banfield Pet Hospitals

Registered Veterinary Tech Banfield Pet Hospitals

Registered Vet Technician Banfield Pet Hospitals

Insurance and Financial Services Position - State Farm Agent Team Member Joseph Merk - State Farm Agent

Insurance and Financial Services Position - State Farm Team Member Collin Doyle - State Farm Agent

Insurance and Financial Services Position - State Farm Agent Team Member Lindsay Perrico - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Joseph Merk - State Farm Agent

Patient Financial Services Representative Centers for Dialysis Care

Insurance and Financial Services Position - State Farm Agent Team Member Daven Primm - State Farm Agent

Insurance and Financial Services Position - State Farm Team Member Jim Cahlik - State Farm Agent

Financial Services & Opportunity Advisor Traction Forge Financial

Insurance and Financial Services Position - State Farm Team Member Brandon Brletich - State Farm Agent

Entry Level Financial Services - Work From Home Spade Recruiting

Entry Level Financial Services - Work From Home American Income Life Insurance Company

Director, Technical Services Strategy & Financial Analytics Flexjet

Financial Client Service Associate Area Temps

Financial Service Representative Firefighters Community Credit Union

Financial Advisor/Wealth Management Associate Kinetic Wealth Investment Advisors LLC

Financial Advisor Skylight Financial Group

Financial Advisor Northwestern Mutual

Financial Advisor Hantz Group

Financial Representative - Seeking Growth DeZordo Region - Modern Woodmen of America

Financial Planning Associate Davis Family Financial LLC

Financial Planning Analyst Valmark Financial Group

Financial Advisor - PNC Wealth Management The PNC Financial Services Group Inc

Financial Planning Assistant Hantz Group

Associate Financial Advisor RIA Recruiting

Student Financial Assistance Advisor Cuyahoga Community College

ASC Financial Coordinator Midwest Vision Partners

Financial Professional - OH, Cleveland (5202) Equitable Financial Life Insurance Company

Financial Consultant Richter

Premier Client Financial Advisor - PNC Wealth Management The PNC Financial Services Group Inc

Senior Associate, Transaction Services LE0008 Cohen & Co Advisory, LLC

Manager, Transaction Services LE0008 Cohen & Co Advisory, LLC

Financial Advisor Series 7, 65 or 66 San Blas Securities

Financial Representative Western & Southern Life

Financial Advisor RIA Recruiting

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

Financial and Actuarial Consultant Gallagher

Lead Access Services Coordinator Case Western Reserve University

Financial Counselor I Midwest Vision Partners

Billing Specialist - Shared Services Insurance Office of America

Manager, Government Financial Reporting & Consulting Rea

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