- KeyBank (Westlake, OH)
- …the local community. + Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as ... proven results (required) **Licenses and Certifications** + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA)… more
- Robert Half Finance & Accounting (Cincinnati, OH)
- …and articulate their financial goals with respect to retirement, education, wealth preservation, and other. * Developing coherent and realistic financial plans ... attention to detail. * Strong analytical, organizational, and project management skills. * Excellent communication skills and the ability...with a Finance or Planning focus a plus. * CFP designation a plus. Robert Half is the world's… more