Investment Analyst 1 FNB CorpInvestment Analyst 1Hermitage, PAResponsible for tasks related to the corporation's derivatives program (customer loan level hedging, balance sheet hedging) including calculating swap quotes/breakage fees for internal parties, maintenance of swap documentation, facilitating distribution of rate reset notices to customers, assisting in the execution of a swap transaction and assisting with monitoring of counterparty risk. Facilitates and participates in the execution process of hedges with dealers to offset commercial loan hedges with clients in an auction style process with multiple dealers including creation of bid packages, confirmation of terms with individual dealer banks and execution of trades.
Investment Advisor Representative WealthBridge Financial GroupInvestment Advisor RepresentativeCanfield, OH$125,000–$175,000Join 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.
Investment Executive Farmers National Banc Corp.Investment ExecutiveVienna, OHThe incumbent will be responsible for generating new sales opportunities, developing relationships, sales of new products and maintaining consistent communication with all clients in the portfolio. SUMMARY: This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit.
J.P. Morgan Wealth Management - Private Client Investment Associate - JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate -Alliance, OHAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.