- Edward Jones (Toledo, OH)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their… more
- Truist (Cincinnati, OH)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- City National Bank (Columbus, OH)
- … investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of ... * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and...accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *… more
- JPMorgan Chase (Westerville, OH)
- If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to ... this is the team for you. As a Personal Advisor in JP Morgan's Wealth Management's National Branch Personal...financial plan for each client, and match clients with investment portfolios that are designed and managed by JP… more
- Huntington National Bank (Fairlawn, OH)
- Description Summary: The Trust Advisor III, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial ... Responsibilities: + Responsible for the complete administration of assigned Wealth & Investment accounts of moderate to high complexity including trusts, estates and… more
- Huntington National Bank (Columbus, OH)
- …the delivery of risk strategy and execution for Huntington's Broker/Dealer, Registered Investment Advisor and Trust Investment Management businesses. ... resilience. Duties & Responsibilities: + Serve as a core advisor to Huntington Financial Advisors and Trust Investment...to work with MS Office products effectively and efficiently Preferred Qualifications: + FINRA Series 7 and 24 Licenses… more
- PNC (Strongsville, OH)
- …opportunity to contribute to the company's success. As a Strategy and Planning Advisor within PNC's technology organization, you will be based in Pittsburgh, PA, ... at the manager's discretion. As a Strategy and Planning Advisor , you will be a member of the Technology...and ultimately determining why an opportunity is a viable investment for the enterprise. Due to the nature of… more
- Fifth Third Bank, NA (Toledo, OH)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging ... with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics. + Accountable for the… more
- PNC (Cleveland, OH)
- …content. Preferred Experience/Skills: * In-depth knowledge and understanding of investment markets and/or ability to learn * Ability to communicate complex ... and have an opportunity to contribute to the company's success. As an Investment Content Specialist within PNC's Asset Management Group Investment Office… more
- Optiv (Cincinnati, OH)
- …and can be hired anywhere in the continental US_** The Sr. Domain Security Advisor (DSA) is the representative expert in a dedicated technology and brings deep ... aligned to business goals, budgetary spend, and metrics based on return of investment in assigned domain. + Maintain advisory relationships with key stakeholders at… more