• Brokerage Regional Director

    Truist (Cleveland, OH)
    …the firm as necessary with a strong focus on diversity, and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ... overnight travel. Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc 2. Completion of an… more
    Truist (07/03/25)
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  • Planning Analyst

    Robert Half Finance & Accounting (Cincinnati, OH)
    …Analyst, you will play a crucial role in engaging with clients, developing financial plans, and collaborating with team members. This is an exciting opportunity for ... someone looking to make a substantial impact in the financial industry. Responsibilities: * Engaging with clients and prospects... goals to clarify and illuminate decision points for advisor use and presentation to clients. * Collect and… more
    Robert Half Finance & Accounting (06/17/25)
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  • KPB Trust Team Manager

    KeyBank (Brooklyn, OH)
    …related field or equivalent experience + Advanced degree or Certified Trust and Financial Advisor preferred + Ability to advance business success of his/her ... using relationship team model, to high net worth clients with complex financial needs + Fulfills Key's fiduciary responsibilities, ensuring retention of business and… more
    KeyBank (08/08/25)
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