- KeyBank (Sandusky, OH)
- **Location:** 2532 Columbus Avenue - Sandusky, Ohio 44870 **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with planning ... S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life,...office equipment, proprietary financial services systems. + In the event you do not hold the required licenses at… more
- Deloitte (Cleveland, OH)
- …compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As ... role and career. Responsibilities will include: + Assisting clients with life events for partnerships (eg, formations, mergers, initial public offerings), inside and… more