- Huntington National Bank (Fairlawn, OH)
- Description Summary: The Trust Advisor III, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial ... Duties and Responsibilities: + Responsible for the complete administration of assigned Wealth & Investment accounts of moderate to high complexity including trusts,… more
- Atria Wealth Solutions (Cincinnati, OH)
- …Financial Services, L. P. (CFS) General Electric Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and ... financial solutions that turn every potential into new possibilities. As a Financial Advisor your responsibilities include, but are not limited to, the following: +… more
- JPMorgan Chase (Columbus, OH)
- …of the Connected Commerce Payments business, to support your work as a trusted advisor , able to help the business identify, assess and manage operational risk + ... Support a proactive risk and control culture that leverages proven evaluation strategies and sound change management protocols + Review and analyze relevant data (eg, KRI/KPI) to support business-related programs and strategies + Provide leadership support for… more
- Huntington National Bank (Columbus, OH)
- …compliance, and operational resilience. Duties and Responsibilities: + Serve as a core advisor to the Wealth Management Business, providing expert guidance on ... Description The Business Risk Officer Senior within Wealth Management plays a key role in the...the delivery of risk strategy and execution for the Wealth Management Business. This position will be the primary… 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 team ... Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates… more
- Bank of America (Pepper Pike, OH)
- …**Job Description:** Merrill Wealth Management is a ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model… more
- KeyBank (Solon, OH)
- …help customers plan for retirement, educate their families, save on taxes, and pass wealth from one generation to the next. The Key Investment Services Internship is ... a structured 10.5-week experience designed to provide meaningful exposure to the wealth management industry. Interns will engage in impactful work, receive ongoing… more
- KeyBank (Canton, OH)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- KeyBank (Westlake, OH)
- …Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging ... Functions** + Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. + Support the field… more
- Foresters Financial Services (Dublin, OH)
- …Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered ... financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as… more