153 Results for

Financial Representative Jobs in Cleveland, OH

Jobs

New!

Hudson, OH1 day ago

$21–$26 Per Hour
Temporary

The Client Account Representative serves as the primary point of contact for clients, providing exceptional service, resolving inquiries, and ensuring a positive client experience.

This is an excellent opportunity for candidates with customer service, account management, business operations, or financial services experience.

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, Ohio22 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview:

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

OH30+ days ago

p>Overview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.

OH30+ days ago

li>Frequent bending, reaching, and repetitive hand movements, standing, walking, squatting and sitting, with some lifting, pushing and pulling exerted regularly throughout a regular workday.

Perform as the subject matter expert regarding insurance coverages, including identifying correct insurance plans, hard stops in the EHR, correct filing orders, and accepted payers.

Shaker Heights, OH28 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, OH29 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, OH29 days ago

p>You'll assist members with:

Advanced banking needs including opening and closing accounts, helping our members through the loan process, and facilitating fraud complaints. As one of the voices of our credit union, you make sure that your warm smile and helpful attitude comes through in every phone and digital interaction.

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.

Beachwood, Ohio22 days ago

$61,000–$250,000 Per Year

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Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: 
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

OH30+ days ago

$87,000–$162,000 Per Year

As a Financial Planner, you'll support Registered Representatives and Investment Advisor Representatives by utilizing approved software to produce needs assessments and financial plans, in writing, to drive a consistent sales process/client experience and assist in identifying additional cross-sell opportunities. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.

Cleveland, OH30+ days ago

p>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!

Independence, Ohio6 days ago

div style="border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in"> Areas of Focus:

Asset Management.

The Holistic Approach to Financial Planning

Hantz 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.

Fairview Park, Ohio12 days ago

p>The Financial Advisor supports Wealth Advisors in delivering comprehensive financial planning, investment guidance, and high-quality client service across a range of high‑net‑worth client relationships. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.

New!

Medina, OH5 days ago

ul>

Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.

Independence, Ohio28 days ago

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Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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.

New!

Elyria, OH6 days ago

p>The Financial Center Banker connects customers with Northwest products and services, through opening accounts; as well as identifying customer financial needs while connecting customers to other Northwest financial experts who can help with their needs while ensuring an exceptional customer experience.

As part of the Branch Banking team, Financial Center Banker will have or acquire an in-depth knowledge of Northwest products and services to provide financial options to clients through a consultative approach while expanding the banking relationship.

Cleveland, Ohio8 days ago

p>Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform.

An experienced advisor who wants independence with infrastructure, stronger support, and the ability to scale their business.

Cleveland, OH30+ days ago

Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.

Cleveland, Ohio30+ days ago

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com.

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.

Streetsboro, OH30+ days ago

$50,000–$75,000 Per Year

This position will offer:

• The ability to build a strong client base with the Bank's exceptional referral system • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals • The opportunity to find new clients via the bank's client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the bank's reputation and community standing. Your partnership includes:

• Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your client's goals.

Independence, OH30+ days ago

$100,000–$150,000

strong>Website:TempoWealth.com.

Generous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summer.

New!

Cleveland, OH4 days ago

$75,000–$150,000 Per Year

p>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, OH27 days ago

$140,000–$200,000 Per Year

A successful candidate will bring deep knowledge of financial markets, balance sheet management, and strategic planning, along with the leadership presence and judgment to influence executive discussions and help drive cross-functional alignment. This manager will play a key role in shaping the company's financial planning process and annual strategic business planning effort, providing enterprise-level insight on performance, forecasting, and balance sheet risk.

Cleveland, OH28 days ago

$140,000–$200,000 Per Year
Part-time

A successful candidate will bring deep knowledge of financial markets, balance sheet management, and strategic planning, along with the leadership presence and judgment to influence executive discussions and help drive cross-functional alignment. This manager will play a key role in shaping the company’s financial planning process and annual strategic business planning effort, providing enterprise-level insight on performance, forecasting, and balance sheet risk.

OH30+ days ago

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Back to search results Merrill Advisor Development Program - Financial Advisor: Northeast Ohio Market Pepper Pike, Ohio; Canton, Ohio Additional locations Apply × To proceed with your application, you must be at least 18 years of age.

Independence, OH30+ days ago

$90,000–$110,000

strong>Website:TempoWealth.com. 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.

Akron, OH30+ days ago

$125,000–$200,000

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Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships.

As a Experienced Financial Advisor at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions.

OH30+ days ago

p>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.

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.

Middleburg Heights, OH30+ days ago

p>The Service Project Sales Representative is an individual-contributor position responsible for driving mechanical retrofit and replacement project sales within commercial, industrial, institutional, and government markets.

This role is ideal for a technically minded sales professional who excels in consultative selling, problem solving, and presenting solutions that improve system performance and energy efficiency.

Westlake, Ohio30+ days ago

In virtually every type of business, through every sector, we help clients make smarter tech savings decisions with our proven SnapShot Audit®, world-class ongoing technology expense management through SpyCare®, and alignment of technology investments with strategic sourcing management.

We are widely known in the technology expense management space as a go-to starting point for B2B tech sales talent, with a culture that has earned Top Workplaces recognition multiple years in a row — alongside honors including the Crain's 52 Fastest Growing Companies, the Weatherhead 100, and the Northeast Ohio Smart Culture Award.

OH30+ days ago

This individual will serve as a trusted advisor throughout the provider journey-from pre-licensing and launch through operational growth and long-term sustainability-while also hosting Wonderschool Academy trainings and representing Wonderschool in the field. Our products support providers in navigating licensing, managing daily operations, increasing enrollment, and driving long-term profitability through our Child Care Management System (CCMS) and marketplace.

Cleveland, OH30+ days ago

Remote

Full-time

p>As a Remote Customer Sales Representative, you will be the cornerstone of our client relationships, guiding them towards optimal financial solutions:

Engage & Understand: Initiate meaningful conversations with prospective clients via virtual consultations and phone, adeptly identifying their unique needs and aspirations.
Tailored Solution Delivery: Articulate and present customized financial strategies, encompassing comprehensive Life Insurance policies, dynamic Indexed Universal Life (IUL) plans, and secure Annuities, ensuring each client's specific goals are met.

Cleveland, OH30+ days ago

Remote

p>This is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.

New!

Cleveland, OH1 day ago

$15–$18.25 Per Hour

p>The Community Choice Financial® Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You'll play a pivotal role in our fast-paced environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.

OH13 days ago

The PAS Representative may be responsible for completing the pre-registration, registration, insurance verification, benefits verification, certification, referral management, patient liability collections, and medical necessity check -- as well as interviewing patients and guarantors to obtain information to screen for financial counseling, verifying eligibility and corresponding benefit levels, coordinating referrals, and obtaining treatment authorizations. The PAS representative will also work with medical staff, nursing, ancillary departments, insurance payers, and other external sources to assist families in obtaining healthcare and financial service.

Cleveland, OH29 days ago

As a Patient Service Representative, you will create a positive experience for every patient by managing front-office operations, assisting with administrative tasks, and supporting the overall clinic workflow. Why Youll Love Working Here: LIFE-Work Balance & Flexible Schedule: Full-time (3-day/12-hour shifts, 8 AM - 8 PM) - No overnight shifts, so you can prioritize both your career and personal life!

OH10 days ago

$50,000–$55,000 Per Year

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Processes auto property damage and lower level injury claims; assesses damage, makes payments, and ensures claim files are properly documented and correctly coded based on the policy. Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience.

Cleveland, Ohio11 days ago

p style="line-height:normal">Professional Financial Services (PFS) has been purchasing retail installment contracts for new and used automobiles, trucks and motorcycles originated by franchise and independent vehicle dealers since 1995.

If you are ready to make a difference, join an enthusiastic team and start a lifelong career, “Come Begin Your Story” as a Customer Service Representative!

Cleveland, OH30+ days ago

Remote

Full-time

p>We are currently hiring Account Sales Representatives who enjoy connecting with people, providing valuable financial solutions, and working in a performance-driven environment. At Vanguard Nexus, we are expanding our team with motivated individuals who are ready to build a meaningful career while maintaining a healthy work-life balance.

OH30+ days ago

p>PRIMARY PURPOSE: The Service Center Representative position is in an inbound call center position where we provide excellent service to callers regarding claims to expedite the claims application process and provide detailed claim notes on all calls; to resolve issues with one call/one person response; and to direct calls to appropriate escalation path as needed.

Mental:

Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines.

Lorain, OH7 days ago

New!

Cleveland, OH3 days ago

$100,000–$150,000 Per Year

As a B2B Outside Sales Representative, Payment Technology on the Genius team, you bring innovative solutions directly to business owners and create a real, measurable impact on their day-to-day operations.

Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services.

Cleveland, OH30+ days ago

Remote

$100,000–$150,000 Per Year

Job Summary: As an Outside Sales Executive, Payment Technology, you'll be on the front lines helping small and mid-sized merchants modernize how they run their business through Genius, our industry-leading Point of Sale and payment platform. This is a role for driven, tech-savvy sales professionals who want to make an impact-selling real solutions that help local businesses simplify operations, improve customer experience, and grow revenue.

Twinsburg, OH30+ days ago

Demonstrates skill and passion to deliver an exceptional and consistent customer experience of a moderate complexity, while utilizing multiple customer communication channels, which may include voice, mail, email, chat, AI related inquiries, etc. Skills: Excellent interpersonal and communication skills (oral and written) necessary to effectively interact with customers and co-workers.

Chardon, OH26 days ago

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OH30+ days ago

The Qualifications, Skills and Knowledge You Will Bring: • BA/BS in a related field or related equivalent work experience in related field • 2+ years of sales experience • Valid driver's license is required • Experience working in a manufacturing environment is a plus • Experience in the corrugated box industry is a plus • Action oriented • Customer focus • Drives results • Functional/technical skills • Nimble Learning. This job is eligible to participate in International Paper Packaging Solutions North America US Core, Bulk and Solid Fiber sales commission plan which has significant commission earning potential.

Solon, OH30+ days ago

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Akron, OH27 days ago

$19.23–$23.08 Per Hour

Exceptional candidates gravitate to Summa because of its culture, passion for delivering excellent service to our patients and families commitment to our philosophy of servant leadership, collegial working relationships at every level of the organization and competitive pay and benefits. Working knowledge of hospital patient accounting procedures, computers, calculators, telephones, and other equipment used in the Patient Financial Services area.

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Financial Representative Jobs in Cleveland, OH

Client Account Representative PrideStaff

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

College Financial Representative, Internship Program Northwestern Mutual

Financial Representative Western & Southern Life

Patient Financial Representative Signature Health Inc

Patient Financial Services Representative Centers for Dialysis Care

Financial Service Representative Firefighters Community Credit Union

Financial Service Representative (Float) Firefighters Community Credit Union

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

Financial Advisor Northwestern Mutual

Financial Planner - Retirement Solutions (Public/Government Sector) Nationwide Mutual Insurance Co

Servicing Financial Advisor True North Consultants, Inc.

Financial Advisor Hantz Group

Financial Advisor Advisor Group

Financial Advisor Trainee Raymond James Financial Inc

Premier Client Financial Advisor - PNC Wealth Management PNC Bank

Financial Center Banker Northwest Savings Bank

Financial Advisor MBC Talent Connections

Financial Advisor - Greater Cleveland Area Corebridge Financial Inc

Financial Advisor - Greater Cleveland Area Corebridge Financial

Financial Advisor - 7 17 Credit Union LPL Financial Holdings Inc

Financial Advisor RIA Recruiting

Financial Advisor Skylight Financial Group

Financial Planning, Forecasting, and Analytics Leader (Hybrid - Cleveland, OH) Third Federal Savings and Loan Association of Cleveland, MHC

Financial Planning, Forecasting, and Analytics Leader (Hybrid - Cleveland, OH) Third Federal Savings & Loan

Merrill Advisor Development Program - Financial Advisor: Northeast Ohio Market Bank of America Corp

Associate Financial Advisor RIA Recruiting

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

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

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

HVAC Service Project Sales Representative The Brewer-Garrett Company

Sales Development Representative The SpyGlass Group.

Provider Field Representative - Ohio Wonderschool Inc

Customer Sales Representative - Home Based Beacon National Agency

Remote Sales Representative Reineke Agency

Customer Service Representative TMX Finance Family of Companies

Patient Access Representative I - North Hospital West Tennessee Healthcare System LLC

Patient Service Representative (Medical Receptionist) Well Street Urgent Care

Claims Representative, Auto Sedgwick Claims Management Services, Inc.

Customer Service Representative Security Finance

Account Sales Representative (Remote) Vanguard Nexus

Service Center Representative Sedgwick Claims Management Services, Inc.

Patient Services Representative - Lorain Medical Office Building Bon Secours Mercy Health

B2B Outside Sales Representative Global Payments Inc

Outside Sales Representative Global Payments Inc

Client Service Representative I Quest Diagnostics Inc

Veterinary Client Service Representative Southern Veterinary Partners LLC

Sales Representative International Paper Co

Veterinary Customer Service Representative Southern Veterinary Partners LLC

Collection Representative Revenue Cycle SummaCare Inc

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