- Edward Jones (Toledo, OH)
- …licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on… more
- Bank of America (Cincinnati, OH)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
- Huntington National Bank (Chillicothe, OH)
- …drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with ... Description Summary: The Huntington Financial Advisors group seeks professionals with the passion...Series 7, 63, 65/66 and Life and Health Licenses Preferred Qualifications: + Bachelor's Degree + CFP … more
- JPMorgan Chase (Lima, OH)
- …of employment ** Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's ... qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success… more
- KeyBank (Chardon, OH)
- …(required) + FINRA License S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner ( CFP ) ( preferred ) + Resident State Insurance Licenses (Life, ... Center Street, Chardon Ohio **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- KeyBank (Toledo, OH)
- …+ Professional Designation preferred - JD, CPA, LLM , CTFA , CFP or advanced degree as appropriate. + Self-motivated, goal and results driven. + Demonstrated ... **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by… more
- UMB Bank (Columbus, OH)
- …experience to externa clients andid internal associates + CFA, CIMA, QPFC, CFP preferred **Compensation Range:** $110,250.00 - $235,810.00 _The posted ... **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor...Management or Finance or combinations of education & experience preferred + 5+ years of financial services… more
- JPMorgan Chase (Westerville, OH)
- …experience strongly preferred with focus on financial planning * Bachelor's degree preferred * CFP preferred Chase is a leading financial ... standard for extraordinary service and results.. As a Personal Advisor in JP Morgan's Wealth Management's National Branch Personal...group, you will partner with clients to create custom financial plans based on their goals. You will meet… more
- PNC (Cleveland, OH)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Private Bank organization, you will be based in Erie, PA. ... offices (Warren, Sharon, or Meadville, PA) As an Investment Advisor III, you will manage a full book of...Client engagement skills - Investment skills and experience - CFP , CFA, or CIMA credentials - In-depth investment knowledge… more
- Bank of America (Cincinnati, OH)
- …licenses within 90 days of start date) **Desired skills:** * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a significant plus Additional ... Private Client Advisor II Cincinnati, Ohio;Cincinnati, Ohio **To proceed with...are guided by a common purpose to help make financial lives better through the power of every connection.… more