• Brokerage Regional Director

    Truist (Cleveland, OH)
    …as necessary with a strong focus on diversity, and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ensure all ... to Advisors. 18. Effectively partner with National Sales to ensure Advisor development opportunities are utilized, refined and effective. QUALIFICATIONS Required… more
    Truist (07/03/25)
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  • KPB Trust Team Manager

    KeyBank (Brooklyn, OH)
    …field or equivalent experience + Advanced degree or Certified Trust and Financial Advisor preferred + Ability to advance business success of his/her sales and client ... **PREFERRED QUALIFICATIONS** + Professional Designation preferred - JD, CPA, LLM, CTFA, CFP , CWS or advanced degree as appropriate + Demonstrated proficiency and… more
    KeyBank (08/08/25)
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  • Planning Analyst

    Robert Half Finance & Accounting (Cincinnati, OH)
    …* Quantifying and modeling financial goals to clarify and illuminate decision points for advisor use and presentation to clients. * Collect and input data into a ... Bachelor's degree, or equivalent, with a Finance or Planning focus a plus. * CFP designation a plus. Robert Half is the world's first and largest specialized talent… more
    Robert Half Finance & Accounting (06/17/25)
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