- PNC (Cleveland, OH)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor III within the PNC Private Bank organization, you will be based in ... at manager's discretion. **Job Description** + Supports accounts in accordance with investment objectives that have been developed with the client. Depending on line… more
- Thrivent Financial (OH)
- **Must reside in Ohio or Michigan area The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds, ETFs and Thrivent Managed ... Thrivent Mutual Funds , ETFs and Thrivent Managed Portfolio's in client investment and retirement strategies. They achieve this by mastering and utilizing extensive… more
- PNC (Powell, OH)
- …to contribute to the company's success. As a Financial Advisory within PNC's Investment organization, you will be based in Columbus, Ohio. Financial Advisors are ... and helping our advisors build their future. **Job Description** + Consults on investment and insurance strategies, as well as the development of financial plans for… 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
- PNC (Toledo, OH)
- …tailored advice and strategic planning designed to help clients achieve their savings, investment , and retirement goals. As part of your support team, our Wealth ... participate in STEM OPT for this position. **Job Description** + Consults on investment and insurance strategies, as well as the development of financial plans for… more
- US Bank (Cincinnati, OH)
- …One. **Job Description** Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and ... degree, or equivalent work experience - 10 or more years of investment experience **Preferred Skills/Experience** - Thorough understanding of investment … more
- US Bank (Cincinnati, OH)
- …adherence to regulatory requirements and internal policies within the trust and investment services business line. This role requires a deep understanding of ... Responsibilities** + Maintain a high level of expertise in trust and investment products, including trust, agency, retirement, non-profit, and custody accounts. +… more
- Truist (Cincinnati, OH)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- PNC (Cleveland, OH)
- …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...short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account;… more
- City of Cincinnati (Cincinnati, OH)
- …on the other plan. Retirement Plan The City provides a defined benefit pension plan for part-time and full-timeemployees. New hires and re-hired employees are ... (CRS), regardless of previous participation in an Ohio State pension system or any another state or federal ...CRS is funded by employer and employee contributions, and investment returns from plan assets. CRS provides retirement and… more