Global Employer Services Managing Director - Actuarial Services bdo consultingGlobal Employer Services Managing Director - Actuarial ServicesCleveland, OH$157,500–$420,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
Senior Counsel--Investment Advisor The PNC Financial Services Group IncSenior Counsel--Investment AdvisorOH$100,000–$291,850 / yearThe successful candidate will bring deep, hands‑on experience advising registered investment advisers, including with respect to private funds and registered investment companies, and will serve as a legal advisor to one or more advisers. May assist in supporting PNC's capital markets advisory businesses and an exempt reporting adviser managing private equity funds, including advising on Advisers Act obligations applicable to ERAs.
Investment Advisor I PNC BankInvestment Advisor ICleveland, OhioPNC 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. 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.
NewInvestment Advisor III - IAM PNC BankInvestment Advisor III - IAMCleveland, OhioPNC 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. 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.
Investment Advisor I The PNC Financial Services Group IncInvestment Advisor ICleveland, OH$75,000–$125,000 / 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. 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.
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.
NewInvestment Advisor III - IAM The PNC Financial Services Group IncInvestment Advisor III - IAMCleveland, OH$112,000–$208,000 / 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. 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.
Investment Advisor OC Federal Credit UnionInvestment AdvisorGarfield Heights, OhioOhio CU Financial Services is a wholly owned CUSO (Credit Union Service Organization) of OC Federal Credit Union based in northeast Ohio with branch locations in Cuyahoga, Summit and Stark counties. The Investment Advisor works in a team-based setting working closely with licensed Bankers to look out for our 14,000 members.
Associate Wealth Advisor Kinetic Wealth Investment Advisors LLCAssociate Wealth AdvisorWestlake, Ohio$50,000–$100,000This role provides the opportunity to work directly alongside experienced advisors and gain hands-on experience in every aspect of the profession, including: Financial planning. Many firms focus almost entirely on prospecting and asset gathering while providing little guidance on how to actually deliver meaningful financial advice.
Financial Advisor Northwestern MutualFinancial AdvisorCleveland, Ohio$61,000–$250,000 / yearFull timeNorthwestern 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.
Hawthorn Regional Investment Director The PNC Financial Services Group IncHawthorn Regional Investment DirectorCleveland, OH$154,000–$286,000 / 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. 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.
Key Family Wealth Investment Consultant, Manager KeyCorpKey Family Wealth Investment Consultant, ManagerCleveland, OH$128,000–$268,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. The Family Wealth Investment Consultant Manager leads a team of Portfolio Strategists responsible for managing and constructing customized investment portfolios for ultra-high-net-worth clients within a fiduciary framework.
Defined Contribution Investment Director The PNC Financial Services Group IncDefined Contribution Investment DirectorCleveland, OH$80,000–$241,800 / yearIn 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.
J.P. Morgan Wealth Management - Private Client Advisor - Hudson, Aurora - Ohio JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Hudson, Aurora - OhioOHUsing 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. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Westlake / Parma / Cleveland Heights - Ohio JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Westlake / Parma / Cleveland Heights - OhioCleveland Heights, OHUsing 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. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Solon / Willoughby / Chardon - Ohio JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Solon / Willoughby / Chardon - OhioWilloughby, OHUsing 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Senior Investment Consultant CBIZ IncSenior Investment ConsultantCleveland, OHWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
J.P. Morgan Wealth Management - Private Client Advisor - Chardon, Painesville - Ohio JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Chardon, Painesville - OhioChardon, OHFull timeUsing 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Rocky River, Ohio JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Rocky River, OhioRocky River, OHFull timeUsing 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Investment Associate - Chardon, OH JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Chardon, OHChardon, 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.
NewAssociate Wealth Advisor CBIZ IncAssociate Wealth AdvisorCleveland, OHAn interest in and a desire to develop an understanding of investments and investment philosophy; A desire to obtain an understanding of matters related to income, gift, and estate taxes, employee benefits, insurance, and personal and philanthropic wealth transfer strategies; Strong interpersonal, written and verbal communication skills to convey complex financial concepts in a clear and client-friendly manner; Analytical expertise, attention to detail, and self-initiated follow-through; and. Working closely with a managing wealth advisor leading relationships with individuals, families and higher net worth clients by providing high touch comprehensive wealth management services; Constructing and ultimately overseeing all aspects of managing multiple client relationships, including; Portfolio review and construction.
AVP, Associate Regional Investment Director LPL Financial Holdings IncAVP, Associate Regional Investment DirectorOH$108,356–$180,559 / yearAs a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
NewInvestment Banking Associate II - Environmental Services Fifth Third BancorpInvestment Banking Associate II - Environmental ServicesCleveland, OH$82,100–$172,500 / yearA Senior Associate will begin to play a leadership role in the evolution and development of the groups pitch materials and modeling and analytical work as well as running the transaction execution process including the creation of financial models and other materials A Senior Associate may also provide management and oversight of Analyst pool to ensure the production of a high quality work product. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets -including you.
Investment Consultant - Fairlawn, OH FidelityInvestment Consultant - Fairlawn, OHFairlawn, OhioRemoteSales Please 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 Banking Director OR Managing Director, Engineered Products KeyCorpInvestment Banking Director OR Managing Director, Engineered ProductsCleveland, OHRemote$213,000–$445,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. This role requires strong client management, business development, and deal execution capabilities across various transaction types including sell-sides, buy-sides, corporate divestitures, capital raises, and fairness opinions.
Merrill Advisor Development Program - Financial Advisor: Northeast Ohio Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Northeast Ohio MarketPepper Pike, OHEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. 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.
NewInvestment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerCleveland, OHKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerOH$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Managing Director, Investment Banking & Consulting - Accounting & Tax Practice MarshBerryManaging Director, Investment Banking & Consulting - Accounting & Tax PracticeWoodmere, OhioManage the fulfillment of both sell-side and buy-side accounting and tax M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction. Self-motivated with ability to multi task; able to complete projects and responsibilities with extreme attention to detail according to required timelines and deadlines, along with capacity to work, on multiple projects on any given day, under pressure to create accurate results, demonstrating thoroughness and monitors work to ensure quality.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementPainesville, OhioIn 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.
Investment Relationship Associate RenInvestment Relationship AssociateHudson, OhioApplies AI-powered tools (e.g., workflow automation, document processing assistants, CRM AI features) to improve accuracy, reduce manual effort, and increase throughput on routine and moderately complex operational tasks. The Investment Relationship Associate supports the Investment Team by executing operational and administrative processes related to account setup, maintenance, documentation, and routine transactions.
Premier Client Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncPremier Client Financial Advisor - PNC Wealth ManagementOHIn 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.
Fiduciary Advisor I PNC BankFiduciary Advisor ICleveland, OhioPNC 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. 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.
Fiduciary Advisor Sr PNC BankFiduciary Advisor SrAkron, OhioPNC 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. 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.
Business Systems Analyst Senior - Advisor Portal The PNC Financial Services Group IncBusiness Systems Analyst Senior - Advisor PortalStrongsville, OH$40,000–$116,875 / yearThis 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. 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.
Fiduciary Advisor Sr The PNC Financial Services Group IncFiduciary Advisor SrAkron, OH$80,000–$172,500 / 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. 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.
Strategy & Planning Advisor - Enterprise Change Office The PNC Financial Services Group IncStrategy & Planning Advisor - Enterprise Change OfficeCleveland, OHThe role partners closely with leadership across business, finance and technology teams and strategic planning stakeholders to provide transparency, analysis, and operational support that enable effective portfolio prioritization, decision-making and alignment across all lines of business. 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.
Fiduciary Advisor I The PNC Financial Services Group IncFiduciary Advisor ICleveland, OHPNC 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. 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.
VP/Wealth Advisor AllianceBernstein LPVP/Wealth AdvisorCleveland, OhioOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeCleveland, OhioKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Financial Advisor Edward D Jones & Co LPFinancial AdvisorSolon, OH$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Banking Advisor I (MLO) PNC BankBanking Advisor I (MLO)Cleveland, OhioIn 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.
Banking Advisor I (MLO)-2 PNC BankBanking Advisor I (MLO)-2Cleveland, OhioIn 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.
Operations Advisor - Trade Settlement The PNC Financial Services Group IncOperations Advisor - Trade SettlementCleveland, OH$52,500–$96,250 / yearIn 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. 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.
NewWealth Advisor III (Canton) First Financial BancorpWealth Advisor III (Canton)Cleveland, OHCommunicates updates to FFB portfolio strategies to clients and prospects* Utilization of financial planning to drive client retention and acquisition* Serves on the FFB Investment Committee as client advocate and strategy consultant* Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines**Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job*** Seven (7) years of successful investment and/or portfolio management experience; experience working with clients with complex investment management and financial planning needs* Relationship management experience with clients is required* Knowledge of investment solutions, risk management, asset allocation and program design* Demonstrated knowledge and use of financial planning software**Preferred Knowledge and Skills*** Business development experience is a plus* Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients* Experience in banking or financial services is preferred* Bachelor's degree in Business or other related field of study* CFA/CFP is preferred* Demonstrated commitment to professional development* Demonstrated knowledge of industry practices and regulations**Level of Complexity and Scope****Degree of Independence and Decision-Making****Required Supervisory Responsibilities*** N/A**Physical Requirements*** Occasionally lifts and carries up to 20 lbs* Frequently lifts and carries up to 10 lbs* Frequently sits, stands and drives**Compliance Statement***The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. Implements FFB asset allocation strategies for new and incremental assets within client accounts* Coordinates unique portfolio requirements or client situations with FFB Investment Committee* Delivers annual investment reviews to clients.
Financial Advisor - Greater Cleveland Area Corebridge Financial IncFinancial Advisor - Greater Cleveland AreaCleveland, OHCandidates 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.
Private Bank Wealth Advisor IV - East Cleveland Huntington Bancshares IncPrivate Bank Wealth Advisor IV - East ClevelandBeachwood, OHBasic Qualifications: Bachelor's Degree State Life and Health Licenses required to be obtained within 90 days of hire At least 10 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Preferred Qualifications: Securities and life insurance licenses Demonstrated success working with high net worth clients Proven ability to build strong relationships with clients Excellent written and verbal communication skills Ability to multi-task.
Financial Advisor - 7 17 Credit Union LPL Financial Holdings IncFinancial Advisor - 7 17 Credit UnionAkron, OH$50,000–$75,000 / yearThis employment opportunity at Trustage in Akron, OH would allow you to join the Investment Program at 7 17 Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to 7 17 Credit Union for financial solutions.
Wealth Management Advisor-Strongsville U.S. BancorpWealth Management Advisor-StrongsvilleStrongsville, OH$65,000–$80,200 / yearWMAs advise clients using U.S. Bank''s Asset Management Group (AMG) or U.S. Bancorp Investment''s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client''s unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.