- KeyBank (Dayton, OH)
- …Centerville Road - Dayton, Ohio 45459 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. A ... Financial Wellness Associate (FWA) splits their time between client...capabilities within Key. (required) **Licenses and Certifications** + Notary License (preferred) **Skills** + Knowledgeable about the client's accounts… more
- KeyBank (Huron, OH)
- …Road W - Huron, Ohio 44839 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. FWA's ... to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time).… more
- Edward Jones (Zanesville, OH)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...FINRA and/or SEC Complete required CE training to ensure license (s) are in good standing Read More About Skills/Requirements… more
- Wells Fargo (Cincinnati, OH)
- …(SIE) exam co-requisite is required + Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license (s) may be required ... be a dynamic leader with strong coaching skills, deep financial product knowledge, and a proven ability to influence... product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director… more
- KeyBank (Columbus, OH)
- …License S66 (preferred) or + FINRA License S63 and + FINRA License S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment… more
- KeyBank (Akron, OH)
- … S66 (preferred) or + FINRA License S63 () and + FINRA License S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment… more
- KeyBank (Columbus, OH)
- …SELECTED INIDIVIDUALS SKILLS/EXPERIENCE.** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core ... moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients,...to operate a motor vehicle with a valid driver's license required. COMPENSATION AND BENEFITS This position is eligible… more
- KeyBank (Dayton, OH)
- …Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's... developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB… more
- KeyBank (Akron, OH)
- …Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's... developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB… more
- PNC (Cleveland, OH)
- …Specialist Sr is the trusted partner to the Wealth Management Leadership and Advisor teams. The Sales & Support Administrator partners with the Wealth Management ... advisor team to proactively manage their assigned book of...support, which will help our clients achieve and maintain financial success. The Client Solution Specialist Sr fulfills responsibilities… more