- Huntington National Bank (Columbus, OH)
- …and operational resilience. Duties & Responsibilities: + Serve as a core advisor to Huntington Financial Advisors and Trust Investment Management, providing ... of risk strategy and execution for Huntington's Broker/Dealer, Registered Investment Advisor and Trust Investment Management businesses. Incumbents will be a key… more
- KeyBank (Canton, OH)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- Fifth Third Bank, NA (Columbus, OH)
- …requires a strong understanding of commercial credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (eg ... and centers of influence. + Develop and implement business plan to achieve financial goals and qualitative measurements. + Work closely with Fifth Third internals… more
- Fifth Third Bank, NA (Xenia, OH)
- …the prospective and existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, using the ... prescribed tools and partnering with the financial center team for referral activity. Work closely with...customers to retain and grow current and next generation wealth . This includes our retail banking products and services,… more
- JPMorgan Chase (Columbus, OH)
- …across JPMorgan Chase to create high-impact quantitative models for our customers' financial needs, including retail, credit card, home, auto lending, and wealth ... + Act as a subject matter expert and trusted advisor to your business partners and help them understand...advanced forecasting, AI, or ML models in consumer finance, financial services, tech, or a major retailer + AWS… more
- Robert Half Finance & Accounting (Cincinnati, OH)
- …Engaging with clients and prospects to help them understand and articulate their financial goals with respect to retirement, education, wealth preservation, and ... play a crucial role in engaging with clients, developing financial plans, and collaborating with team members. This is... goals to clarify and illuminate decision points for advisor use and presentation to clients. * Collect and… more
- Coinbase (Columbus, OH)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... power of crypto and blockchain technology to update the financial system. We want someone who is eager to...in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they… more
- KeyBank (Brooklyn, OH)
- …related field or equivalent experience + Advanced degree or Certified Trust and Financial Advisor preferred + Ability to advance business success of his/her ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues + Designs and delivers sophisticated fiduciary solutions, using relationship… more
- Cherry Bekaert (Columbus, OH)
- …+ Facilitate resolutions on complex audit and accounting issues + Review financial reporting and ensure client deliverables are provided in a timely manner. ... consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities...providing you and your family with a measure of financial protection. **About Cherry Bekaert** Cherry Bekaert, ranked among… more
- Anywhere Real Estate (Cleveland, OH)
- …and experienced strategist who will help to own both external partnerships and financial modeling for our suite of companies. Successful individuals in this role can ... a programmatic approach for ongoing partner success. * Company Financial Planning: Support the build of high-impact roadmap and...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more