- KeyBank (Akron, OH)
- … client advisor developing and implementing strategies based on the client 's financial goals, and by coordinating with the extended KPB relationship team ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that… more
- KeyBank (Pepper Pike, OH)
- …strategies to actualize client aspirations and further position Key as the client 's trust advisor . + Interfaces with other Wealth Segment advisors and sales ... of the Key Private Bank platform and process as a portfolio advisor . + Responsible for either meeting or exceeding assigned individual sales goals which can… more
- Deloitte (Columbus, OH)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Deloitte (Cleveland, OH)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Huntington National Bank (Westlake, OH)
- …lending and mortgages. + Works directly with the client and/or Wealth Advisor to obtain related applicant and financial information or other documentation ... Description Summary: The Private Bank Service Specialist II is responsible for...Financial Services experience + Required when supporting Wealth Advisor Role: Microsoft suite proficient + Notary Public Preferred… more
- Deloitte (Cincinnati, OH)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (Cleveland, OH)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Huntington National Bank (Columbus, OH)
- Description Summary: The Private Bank Service Leader will oversee a centralized team of service professionals supporting the Private Bank segment division. This ... role is responsible for executing service strategies, enhancing client onboarding, managing operational performance, and fostering cross-functional collaboration to… more
- Bober Markey Fedorovich (Akron, OH)
- …+ Responsible for a variety of roles that assist in the preparation of client financial statements in compliance with official guidelines and requirements for ... with a long history of serving leading public and private organizations in Northeast Ohio, and was recently recognized...+ Performs various analyses to assure the accuracy of client financial statements. + Performs monthly accounting… more
- US Bank (Cincinnati, OH)
- …and problem resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist. Works proactively ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Universal Assistant is a service… more