- KeyBank (Toledo, OH)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...65) ( preferred ) + Certified Financial Planner (CFP) ( preferred ) + Certified Investment Management Analyst (CIMA)… more
- Deloitte (Cleveland, OH)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to… more
- Deloitte (Cincinnati, OH)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Previous Big ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution… more
- Foresters Financial Services (Dublin, OH)
- …need to have: + High School diploma or equivalent + Some college preferred + FINRA licensing required (S6/S63/Life/Health) with in 12months of hire. Training will ... and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors,...as a leading provider of retail services to the investment programs of banks and credit unions. Through its… more
- Deloitte (Cleveland, OH)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax… more
- JPMorgan Chase (Columbus, OH)
- …Consumer Banking Legal team, you will spend your time serving as a trusted advisor to the business that is responsible for consumer deposit products and 4800+ ... who are subject matter experts on deposit, lending, and investment products. The successful candidate must have strong analytical...maintain strong client relationships and act as a trusted advisor by seeing past the discrete question presented in… more
- PNC (Cleveland, OH)
- …in STEM OPT for this position. PNC Capital Advisors (PCA) is a Registered Investment Advisor (RIA) that specializes in managing taxable fixed income portfolios ... for institutional clients. Investment strategies range from liquidity and short duration through...across corporate, government, mortgage backed, and asset backed securities. Preferred skills/experience: * Be highly motivated and have a… more
- KeyBank (Willoughby, OH)
- …Euclid Avenue - Willoughby, Ohio 44094 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe… more
- KeyBank (Brooklyn, OH)
- …& Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, technical, and functional ... must have comprehensive knowledge of wealth management, fiduciary/trust, broker-dealer, and investment management as well as a strong understanding of audit and/or… more
- Deloitte (Cleveland, OH)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more