- 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
- Charles Schwab (Cincinnati, OH)
- …providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a ... the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their... Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial… 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 (Columbus, OH)
- …+ Lead components of the multi-year roadmap to define innovative advisory and wealth strategies that can include: digital integrated financial goal planning and ... with key stakeholders and business partners to ensure the digital and other advisor and wealth systems capabilities align with Consumer Bank and Private… more
- Truist (Cleveland, OH)
- …the firm as necessary with a strong focus on diversity, and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ... in coaching relative to sales and relationship management in the Wealth Brokerage/Advisory industry. 3. Financial Industry Regulatory Authority (FINRA)… more
- KeyBank (Toledo, OH)
- …commitment to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of ... (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred)… more
- Foresters Financial Services (Dublin, OH)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered… more
- Foresters Financial Services (Cleveland, OH)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered… more
- KeyBank (Brooklyn, OH)
- …applicable laws and regulations across Key's Asset Management activities (ie - wealth management and trust, broker-dealer, and swap dealer) and lines of business, ... regulatory requirements. The Director must have comprehensive knowledge of wealth management, fiduciary/trust, broker-dealer, and investment management as well as… more
- KeyBank (Brooklyn, OH)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar. + Experience in wealth management or fiduciary ... responsible for leading and executing independent compliance oversight across KeyBank's Wealth and Fiduciary business lines. Operating within the broader Compliance… more