- Citizens (Massillon, OH)
- …plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications… more
- Huntington National Bank (Columbus, OH)
- …long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover ... all assigned branches and/or book of business. + Provide investment /insurance solutions to customers based on a comprehensive financial...Series 7, 63, 65/66 and Life and Health Licenses Preferred Qualifications: + Bachelor's Degree + CFP + At… more
- Huntington National Bank (Cincinnati, OH)
- Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, ... years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high… more
- US Bank (Seven Hills, OH)
- …high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a ... years of banking experience with High and Ultra High Net Worth clients ** Preferred Skills/Experience** + Extensive knowledge of US Bancorp Banking, Trust and … more
- Fifth Third Bank, NA (Xenia, OH)
- …growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects. Proactively contact and service ... banking products and services, as well as the ability to offer limited investment solutions. Responsible and accountable for risk by openly exchanging ideas and… more
- Huntington National Bank (Columbus, OH)
- …building Advisor -facing and/or customer-facing digital tools + Experience with investment products and vehicles, including but not limited to brokerage, trust, ... digital integrated financial goal planning and advice, digital collaboration, digital investment experience and digital onboarding & account opening process for… more
- Deloitte (Cleveland, OH)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution… more
- Aegon Asset Management (OH)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- Bank of America (Pepper Pike, OH)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- KeyBank (Canton, OH)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... results (required) **Licenses and Certifications** + Certified Financial Planner (CFP) ( preferred ) + Certified Investment Management Analyst (CIMA) ( preferred… more