NewClient Account Representative JobotClient Account RepresentativeHudson, OH$22–$25 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
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.
Tax Managing Director, Private Client Services bdo consultingTax Managing Director, Private Client ServicesCleveland, OH$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
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.
Wealth Management Advisor-Strongsville U.S. BankWealth Management Advisor-StrongsvilleStrongsville, OhioWMAs 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.
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.
Premier Client Financial Advisor - PNC Wealth Management PNC BankPremier Client Financial Advisor - PNC Wealth ManagementIndependence, 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.
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.
Key Family Wealth Senior Portfolio Strategist KeyBankKey Family Wealth Senior Portfolio StrategistCleveland, OHFull timeWorks with each market's District President and Sales Manager to ensure that the investment teams available within markets are staffed with highly qualified employees who are maintaining and growing the investment book of business. In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influences, fostering business relationships to develop new business referrals and to enhance the Community Bank's image.
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 - OhioSolon, 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.
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 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 - Westlake / Parma / Cleveland Heights - Ohio JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Westlake / Parma / Cleveland Heights - OhioParma, 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 - 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.
Wealth Advisor - PNC Wealth Management The PNC Financial Services Group IncWealth Advisor - PNC Wealth ManagementCleveland, OH$75,000–$125,000 / 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.
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.
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.
NewWealth Advisor Shaker Investments LLCWealth AdvisorCleveland, OH$80,000–$110,000 / yearCompensation: $80,000–$110,000 base salary (plus incentive compensation based on business development and overall performance)Company Description Shaker Investments is an employee‑owned, fee‑based investment adviser founded in 1991. As a boutique firm with an experienced investment team, Shaker gives advisors the opportunity to build meaningful, long‑term client relationships.
Private Bank Wealth Advisor IV - East Cleveland Huntington National BankPrivate Bank Wealth Advisor IV - East ClevelandBeachwood, OhioAt 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. Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
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.
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.
Senior Wealth Advisor WealthBridge Financial GroupSenior Wealth AdvisorAkron, OhioJoin 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.
Private Wealth Advisor WealthBridge Financial GroupPrivate Wealth AdvisorBentleyville, OH$125,000–$185,000Join 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.
NewWealth Advisor - Licensing & Career Growth Equitable Advisors LLCWealth Advisor - Licensing & Career GrowthCleveland, OHA prominent financial services firm in Cleveland, Ohio, is looking for passionate individuals to become wealth managers. Responsibilities include building client relationships and creating personalized financial strategies.
Estate & Wealth Planning Advisor WealthBridge Financial GroupEstate & Wealth Planning AdvisorCleveland, OH$125,000–$185,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. As a Estate & Wealth Planning Advisor at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions.
Wealth Management Client Concierge Transcend Practice ManagementWealth Management Client ConciergeWilloughby, OHThe ideal candidate will bring a mixture of excellent written and verbal communication skills, project management savviness, executive presence, and a track record of successful operational and administrative support. As a tight knit, service-oriented team, we work collaboratively to bring our values to life each day: hard work, humility, integrity, optimism, responsiveness and doing whatever.
NewWealth Management Supervision Lead 3M HealthcareWealth Management Supervision LeadCleveland, OHPNC is seeking a Supervision Supervisor within Wealth Management to lead a team that monitors regulatory compliance for Financial Advisors. The position requires a Bachelor's degree and 3+ years of industry experience, with a focus on risk management and product knowledge.
J.P. Morgan Wealth Management - Private Client Investment Associate - Woodmere, OH JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Woodmere, OHWoodmere, 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. 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.
NewFINRA Supervision Specialist - PNC Wealth Management PNC BankFINRA Supervision Specialist - PNC Wealth ManagementCleveland, OhioThis 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. Work closely with Operations, Regional Supervision, Financial Advisors, Sales Management and support staff, Compliance, Legal and Risk partners to assist with escalations, legal matters, complaints, new account approvals and daily trade review.
FINRA Supervisory Specialist - PNC Wealth Management The PNC Financial Services Group IncFINRA Supervisory Specialist - PNC Wealth ManagementCleveland, OH$45,000–$142,350 / 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. Work closely with Operations, Regional Supervision, Financial Advisors, Sales Management and support staff, Compliance, Legal and Risk partners to assist with escalations, legal matters, complaints, new account approvals and daily trade review.
FINRA Supervisory Specialist Senior - PNC Wealth Management The PNC Financial Services Group IncFINRA Supervisory Specialist Senior - PNC Wealth ManagementCleveland, OH$55,000–$157,300 / yearWorks closely with Operations, Regional Supervision, Financial Advisors, Sales Management and support staff, Compliance, Legal and Risk partners to assist with escalations, legal matters, complaints, new account approvals and daily trade review. 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.
FINRA Supervision Specialist - PNC Wealth Management The PNC Financial Services Group IncFINRA Supervision Specialist - PNC Wealth ManagementCleveland, OH$75,000–$125,000 / 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. Work closely with Operations, Regional Supervision, Financial Advisors, Sales Management and support staff, Compliance, Legal and Risk partners to assist with escalations, legal matters, complaints, new account approvals and daily trade review.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateOHOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Premier Client Banker - PNC Wealth Management PNC BankPremier Client Banker - PNC Wealth ManagementMayfield Heights, OhioLeverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. 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.
Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerCleveland, OH$124,000–$335,000 / yearInnovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.
Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Tax Senior ManagerCleveland, OH$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
Regional Sales Manager - PNC Wealth Management PNC BankRegional Sales Manager - PNC Wealth ManagementCleveland, 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.
J.P. Morgan Wealth Management - Market Director of Wealth - Akron/Dover/Ashland/Wooster/Canton/Mansfield - Ohio JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Market Director of Wealth - Akron/Dover/Ashland/Wooster/Canton/Mansfield - OhioAkron, 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.
Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax ManagerCleveland, OH$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.
Asset & Wealth Management - Renewable Energy Tax Senior Associate PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior AssociateCleveland, OH$77,000–$214,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: • Respond effectively to the diverse perspectives, needs, and feelings of others.
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.
Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax ManagerCleveland, OH$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Regional Sales Manager - PNC Wealth Management The PNC Financial Services Group IncRegional Sales Manager - PNC Wealth ManagementCleveland, OH$100,000–$190,000 / 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.
Premier Client Banker - PNC Wealth Management The PNC Financial Services Group IncPremier Client Banker - PNC Wealth ManagementMentor, OH$63,750–$106,250 / yearLeverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. 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 - Market Director of Wealth - Akron/Dover/Ashland/Wooster/Canton/Mansfield - Ohio JPMorgan Chase & CoJ.P. Morgan Wealth Management - Market Director of Wealth - Akron/Dover/Ashland/Wooster/Canton/Mansfield - 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.
Compliance Program Specialist Senior - PNC Wealth Management PNC BankCompliance Program Specialist Senior - PNC Wealth ManagementCleveland, OhioSeeking a candidate who has worked directly in an SEC‑registered investment adviser environment and has hands‑on experience with Advisers Act requirements (e.g., 206(4)-7 annual reviews, ADV updates, Marketing Rule compliance); ideally in a bank affiliated or complex RIA. 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.
FINRA Supervision Specialist Senior - PNC Wealth Management PNCFINRA Supervision Specialist Senior - PNC Wealth ManagementCleveland, 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. Works closely with Operations, Regional Supervision, Financial Advisors, Sales Management and support staff, Compliance, Legal and Risk partners to assist with escalations, legal matters, complaints, new account approvals and daily trade review.
PGIM Global Wealth - External Wholesaler (OH, KY, and IN) Prudential Financial IncPGIM Global Wealth - External Wholesaler (OH, KY, and IN)OHPrimarily serving financial advisors, family offices, fund selectors, wealth managers, and their clients, the platform provides access to strategies spanning the asset class spectrum through mutual funds, UCITS funds, ETFs, SMAs, and alternative products. The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF's, SMA's, Alternative Investments, CIT's across retail and retirement platforms to investment professionals in their respective territory.
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.