UNKNOWN

FEED

Summary: The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities. Duties and Responsibilities: Responsible for the complete administration of assigned Wealth & Investment accounts of moderate to high complexity including trusts, estates and agencies.

Huntington Bancshares Inc

Trust Advisor II

Summary: The Trust Advisor III (TA III) is a member of the Huntington Private Bank client relationship team responsible for administration of accounts where the bank serves in a fiduciary capacity. Responsible for developing new relationships, retaining existing customers, and cross-selling to gather additional assets to expand customer relationships.

Trust Advisor III

Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. Loan Officer Requirements: · An active NMLS/MLO license (required).·

Caliver Beach Mortgage

Loan Officer

ea_via_bold

Cleveland Regional Loan Officer

Builds a strong wealth management acumen with an understanding of Waverly’s investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations. The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors.

Waverly Advisors

Associate Wealth Advisor

The Trust Advisor II, as part of Huntington’s Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities. Responsible for the complete administration of assigned Wealth & Investment accounts of moderate to high complexity including trusts, estates and agencies.

Huntington National Bank

The Trust Advisor III (TA III) is a member of the Huntington Private Bank client relationship team responsible for administration of accounts where the bank serves in a fiduciary capacity. Responsible for developing new relationships, retaining existing customers, and cross-selling to gather additional assets to expand customer relationships.

The Philanthropic Advisor for DAFs is responsible for cultivating relationships with existing donors and prospects that are capable of making principal gifts towards, or deferred financial gifts, to benefit the Jewish Community and beyond through a DAF, endowment fund, legacy planning, or otherwise. This individual is responsible for stewarding DAF donors and their philanthropic goals, while working to secure gifts and gift commitments as part of JFC’s Total Giving strategy, including Annual Campaign, Directed Giving supporting community agencies, and planned gifts.

Homepage| Jewish Federation of Cincinnati

Philanthropic Advisor, Donor-Advised Funds

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Corient

Tax Director

This position is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth. Proficiency with Microsoft applications, including Outlook, Word, and Excel with advanced skills for exporting and merging information into documents and a demonstrated ability to use/learn advanced software, systems, and devices.

Bartlett Wealth Management

Client Relationship Associate

Key Accountabilities, Responsibilities, and Expectations: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs.

Civista Bancshares, Inc.

Senior Mortgage Lender

About the role: The Mortgage Banker (Mortgage Loan Officer) position is accountable for acquiring new mortgage loan customers and performing specific duties relating to the origination of residential mortgage loans and must facilitate the loan process with the customer from initial application until closing. Market and sell CFBank Mortgage Products through inside and outside sales to networks and develop referral contacts from realtors, past customers, financial planners, accountants, attorneys and other professionals.

CFBank

Sr. Mortgage Banker

EBTH was born out of a passion for helping people via a full-service approach to consignment; revolutionizing how homeowners, estate managers, dealers and collectors connect with a world of shoppers seeking rare and wonderful things. Generate your own lead flow by making sales presentations, attending local events, networking, and building relationships with referral partners (real estate agents, financial planners, stagers, senior move managers, etc).

Everything But The House

VP of Business Development

Everything But the House

VP Of Business Development

Neat personal appearance with pleasing manner and interpersonal skills · Strong communication skills with capacity to make independent decisions · Medicare/Medicaid and insurance billing, bookkeeping or medical office experience preferred. As a Customer Service Representative, you are a direct point of contact for any patient, care giver, referral source, or commercial account that contacts us either in person, over the telephone or via the internet, to provide equipment and/or services.

Quipt Home Medical

Customer Service Representative

Civista Bank

Job Dimensions: The Technical Operations Supervisor located in Cleveland, OH is the first level of authority in the manufacturing plant providing leadership, coaching and clear direction to ensure people are working safely, meeting customer demand, solving problems, eliminating waste and meeting goals. To learn more about the way Howmet Aerospace Inc. is advancing the sustainability of our customers, markets, and communities where we operate, review the 2025 Environmental Social and Governance report at www.howmet.com/esg-report.

Howmet Aerospace Inc

Technical Operations Supervisor 3rd shift (maintenance and production)

Design Consultants will be measured based on performance categories (teamwork, customer service, communication skills, decision making, project development, presentation, and technical skills) and benchmarks (Minimum Monthly Sales, Home Calls, Accent Sales, Softgood Sales, Be-Backs, PI, Close Ratio and Ethan Allen Trade Program) that contribute to the success of the Design Center as well as their own individual success. Must be skilled in the use of social media such as blogs, micro-blogs, on-line forum, content sharing web sites and other digital channels established for on-line interaction and connection to promote Ethan Allen's brand as outlined in Ethan Allen's Social Media Policy.

YEAR

Ethan Allen

Interior Design Sales Consultant

Interior Design Sales Professional

You may qualify if you meet one of the following: GS-7: You must have completed or will complete a 4-year course of study leading to a bachelors from an accredited institution AND must have documented Superior Academic Achievement (SAA) at the undergraduate level in the following: a) Grade Point Average 2.95 or higher out of a possible 4.0 as recorded on your official transcript or as computed based on 4 years of education or as computed based on courses completed during the final 2 years of curriculum; OR 3.45 or higher out of a possible 4.0 based on the average of the required courses completed in your major field or the required courses in your major field completed during the final 2 years of your curriculum. GS-9: You must have completed 2 years of progressively higher-level graduate education leading to a masters degree or equivalent graduate degree: a) Grade Point Average - 2.95 or higher out of a possible 4.0 as recorded on your official transcript or as computed based on 4 years of education or as computed based on courses completed during the final 2 years of curriculum; OR 3.45 or higher out of a possible 4.0 based on the average of the required courses completed in your major field or the required courses in your major field completed during the final 2 years of your curriculum.

Financial Planner Jobs in Ohio

Trust Advisor II Huntington Bancshares Inc

Trust Advisor III Huntington Bancshares Inc

Loan Officer Caliver Beach Mortgage

Cleveland Regional Loan Officer Caliver Beach Mortgage

Associate Wealth Advisor Waverly Advisors

Trust Advisor II Huntington National Bank

Trust Advisor III Huntington National Bank

Philanthropic Advisor, Donor-Advised Funds Homepage| Jewish Federation of Cincinnati

Tax Director Corient

Client Relationship Associate Bartlett Wealth Management

Senior Mortgage Lender Civista Bancshares, Inc.

Sr. Mortgage Banker CFBank

VP of Business Development Everything But The House

VP Of Business Development Everything But the House

Customer Service Representative Quipt Home Medical

Senior Mortgage Lender Civista Bank

Technical Operations Supervisor 3rd shift (maintenance and production) Howmet Aerospace Inc

Interior Design Sales Consultant Ethan Allen

Interior Design Sales Professional Ethan Allen

Biological Scientist (Environmental) United States Air Force

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