- Wells Fargo (Westerville, OH)
- …full balance sheet solutions and deposit balances + Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or ... Wells Fargo Advisors. This role is part of the National Sales organization and is designed for a driven,...be a dynamic leader with strong coaching skills, deep financial product knowledge, and a proven ability to influence… more
- Thrivent Financial (Maumee, OH)
- …in the financial industry, with the goal of joining the team as a financial advisor within three months to three years. Licensing and Training Candidates in ... goal of joining the sponsoring team in the traditional financial advisor role within three months to...500 company that offers a full range of expert financial solutions , serving more than 2 million… more
- Deloitte (Columbus, OH)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + Ability to travel 25%, ... Senior - National Tax Accounting Group (NTAG) Do you have...tax accounting? Do you enjoy assisting companies with their financial reporting of income taxes in a consultative environment?… more
- Deloitte (Cincinnati, OH)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + Ability to travel 25%, ... Manager - National Tax Accounting Group (NTAG) Do you have...tax accounting? Do you enjoy assisting companies with their financial reporting of income taxes in a consultative environment?… more
- US Foods (Twinsburg, OH)
- …all available tools and information to learn and help execute as a trusted financial advisor + Review balance sheet health quarterly with corporate stakeholders ... **ESSENTIAL DUTIES & RESPONSIBILITIES:** **Own the execution of Area finance strategy** + Advisor on long-term business financial and strategic planning to the… more
- City National Bank (Columbus, OH)
- …business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, ... financial services companies. To learn more about City National and our dynamic company culture, visit us at [About Us](https://www.cnb.com/about-us.html).… more
- Bank of America (Pepper Pike, OH)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Huntington National Bank (Akron, OH)
- …in audit findings and responses, reviewing remediation plans, and be a trusted advisor to identify risk to the company. Description: Huntington is on a journey ... you'll be a subject matter expert in cyber security solutions that will balance the need for speed and...potential security threats. Seeking an individual who has supported financial services and helped assess and develop their cloud… more
- KeyBank (Cincinnati, OH)
- …client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. + ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will… more
- KeyBank (Toledo, OH)
- …client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. + ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will… more