• Private Client Advisor

    KeyBank (Bowling Green, OH)
    …300 S Main Street - Bowling Green, Ohio 43402 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
    KeyBank (01/14/25)
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  • HFA Financial Advisor Senior - Branch

    Huntington National Bank (Toledo, OH)
    …long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover ... client needs and offer most appropriate financial solutions for...partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions… more
    Huntington National Bank (11/06/24)
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