- Fifth Third Bank, NA (Columbus, OH)
- …skills. + Exhibits a sense of urgency and a continual drive to achieve results. Senior Investment Advisor At Fifth Third, we understand the importance of ... business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain and attract new investment... Advisor (WMA) to retain and attract new investment assets. Responsible and accountable for risk by openly… more
- Wright-Patt Credit Union Inc. (Huber Heights, OH)
- …Northern Member Centers in Huber Heights (2 locations) and Northwest Dayton. The Senior Financial Advisor (SFA) is responsible for helping member-owners meet ... to leadership to ensure member impact and risk is mitigated. Required Skills The Senior Financial Advisor possesses the following knowledge and skills: + A high… more
- KeyBank (Toledo, OH)
- **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by ... while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- Huntington National Bank (Chillicothe, OH)
- …build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely with branch staff ... all assigned branches and/or book of business. + Provide investment /insurance solutions to customers based on a comprehensive financial...High School Diploma + Minimum of 1 year of investment sales experience + Series 7, 63, 65/66 and… more
- PNC (Cleveland, OH)
- …have an opportunity to contribute to the company's success. As an Estate Settlement Advisor Senior within the PNC Private Bank organization, you will be based ... in this position. **Preferred Skills** Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk… more
- KeyBank (Pepper Pike, OH)
- …Ohio 44124 Job Description ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. ... the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position… more
- Aegon Asset Management (OH)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- KeyBank (Akron, OH)
- …Key Bank client relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will ... clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center… more
- Guardian Life (Columbus, OH)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...part of a collaborative Compliance Legal Team? As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue… more
- PagerDuty (Columbus, OH)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... for helping customers achieve business value and ROI from their investment in PagerDuty. **Key Responsibilities** Advocate for the Customer: + Proactively… more