Investment Advisor III The PNC Financial Services Group IncInvestment Advisor IIIAkron, OH$65,000–$161,000 / yearPNC 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Investment Consultant - Fairlawn, OH FidelityInvestment Consultant - Fairlawn, OHFairlawn, OhioRemoteSalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
Investment Executive Farmers National Banc Corp.Investment ExecutiveMassillon, 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.
CB Portfolio Manager II - Investment Real Estate First Commonwealth Financial CorpCB Portfolio Manager II - Investment Real EstateCanton, OHAssists with the cultivation of new business opportunities from existing and potential corporate clients and assists Relationship Manager(s) in helping meet client needs and deepening relationships. Works closely with assigned Relationship Managers to manage a large and/or complex portfolio of Corporate Banking clients.