187 Results for

Financial Services Jobs in Westlake, OH

Jobs

New!

Cleveland, OH1 day 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, OH1 day 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.

CLEVELAND, OH15 days ago

$77,690–$100,540

Sodexo offers a range of services to healthcare facilities, including food, nutrition, environmental, facilities management, healthcare technology management, retail, and patient experience services. Lead monthly, quarterly, and annual closing processes for multiple entities, ensuring accurate reporting Consolidate financial statements and provide detailed variance analysis against budgets and forecasts.

New!

Woodmere, OH1 day ago

$16.83–$16.83

The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.

Elyria, OH16 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, OH1 day 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, OH1 day 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.

Akron, OH12 days ago

Creation, maintenance and ongoing evolution of systems and processes necessary to create best practice metrics including A/R days, DNFB days, CFB days, aged A/R over 90 days, payer denial rates and write offs, point of service collections, bad debt recoveries, self-pay yield, charge lag time, credit balance days and cost to collect. Coordinates decentralize revenue cycle departments including Information Services Revenue Cycle support, Centralized Scheduling, and other decentralized scheduling and patient access departments to ensure revenue cycle alignment.

New!

Cleveland, OH1 day ago

$121,000–$173,000

Provide business risk consulting services to current and potential FM clients; this includes regularly meeting and presenting to senior client management to develop a sound understanding of the client’s business model, critical processes and profit drivers – with a view to analyzing and mitigating the risks faced by these aspects of client operations. The core objective of Business Risk Consulting (BRC) is to enhance FM relationships with clients, improving client senior and executive management’s awareness of the resilience of key business drivers through a quantitative analysis, ultimately increasing client retention and gaining new business.

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.

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.

Olmsted Falls, OH14 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.

Lorain, OH30+ days ago

By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience.

New!

Shaker Heights, OHToday

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.

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.

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.

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, OH20 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

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.

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.

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, OH28 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?

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.

Cleveland, OH29 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.

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, OH8 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.

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.

Beachwood, Ohio26 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.

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.

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.

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.

Avon, 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.

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.

Akron, OH13 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.

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, OH28 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

$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.

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.

Cleveland, OH7 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.

Cleveland, OH30+ days ago

Qualifications: Required: Bachelor's Degree in Finance, Business Administration, Social Work, Public Administration, Social Services, or related field or any equivalent combination of education, training, and experience in addition to the experience stated below. Uses strong interpersonal, communication and customer service skills to facilitate financial coaching while simultaneously assisting with the integration of services into other MetroHealth organizational and community initiatives.

New!

Cuyahoga Falls, OH6 days ago

Assist Fiscal Team in meeting member district special project fiscal software needs including but not limited to; payroll processing, W2/1099 preparation, 5 Year Forecast submission, salary notice/mid-year contract change assistance, monthly, quarterly and annual financial statement balancing, and EMIS/Staff data work. Under the direction of the Executive Director, the Fiscal Services Support Specialist is responsible for the delivery of fiscal operations support services to educational entities associated with the NEOnet consortium.

Stow, OH18 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.

Medina, OH13 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.

Middleburg Heights, OH30+ days ago

Part-time

Facilitated Divorce Solutions, led by a Certified Divorce Financial Analyst (CDFA), offers personalized support to individuals and couples navigating divorce. The Assistant will support day-to-day operations by organizing financial documents, processing invoices, and assisting with accounting tasks.

Independence, OH28 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, OH20 days ago

Executing daily/weekly/monthly billing cycle activities including invoice processing, utilization reports, revisions, quality assurance checks to ensure compliance with client’s contracted agreement. The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices.

Cleveland, OH25 days ago

$95,000–$115,000 Per Year

Develops, maintains, and assists in preparing weekly, monthly, quarterly, and annual financial reports for firm management, including analyzing financial statements, key performance indicators, budget performance, and reconciliations. Reviews general ledger details and compares with budgets and forecasts to assess successes and identify potential areas for improvement at the firm, department, and team levels.

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Financial Services Jobs in Westlake, OH

Servicing Financial Advisor True North Consultants, Inc.

Audit and Assurance Services - Senior Accountant Gables Search Group

Controller - Multi Unit, Multi-Service Sodexo

Multi-Location Customer Service Specialist Sherwin-Williams

Service Manager Sunbelt Rentals

Accounts Payable Specialist Vaco LLC

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

Vice President of Revenue Cycle Warbird Consulting Partners

Business Risk Consultant FM

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

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

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

Insurance and Financial Services Position - State Farm Agent Team Member Charles Chapman - State Farm Agent

Patient Financial Services Representative Centers for Dialysis Care

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

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

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

Director, Technical Services Strategy & Financial Analytics Flexjet

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

Financial Services & Opportunity Advisor Traction Forge Financial

Entry Level Financial Services - Work From Home Spade Recruiting

Financial Service Representative Firefighters Community Credit Union

Financial Client Service Associate Area Temps

Client Service Specialist/Financial Paraplanner Golden Reserve LLC

Financial Advisor/Wealth Management Associate Kinetic Wealth Investment Advisors LLC

Financial Advisor Skylight Financial Group

Financial Advisor Hantz Group

Financial Advisor Northwestern Mutual

Financial Planning Associate Davis Family Financial LLC

Financial Planning Analyst Valmark Financial Group

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

Financial Planning Assistant Hantz Group

ASC Financial Coordinator Midwest Vision Partners

Financial Consultant Richter

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

Financial Advisor Series 7, 65 or 66 San Blas Securities

Associate Financial Advisor RIA Recruiting

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

Manager, Transaction Services LE0008 Cohen & Co Advisory, LLC

Financial Representative Western & Southern Life

Billing Specialist - Shared Services Insurance Office of America

Financial Coach-Institute for Hope MetroHealth

Fiscal Services Support Specialist- Painesville Area NEOnet

Financial Counselor I Midwest Vision Partners

Manager, Government Financial Reporting & Consulting Rea

Part-time Assistant with financial and legal background Facilitated Divorce Solutions

Financial Advisor RIA Recruiting

Client Services Associate Flexjet

Sr. Financial Analyst Benesch Law

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