- Edward Jones (Centerville, OH)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Wright-Patt Credit Union Inc. (Huber Heights, OH)
- …Member Centers in Huber Heights (2 locations) and Northwest Dayton. The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their ... to financial planning topics. + Coaching and developing the Financial Advisor assigned to the territory. This includes support in member center training,… more
- PNC (Springfield, OH)
- …are passionate about our values and helping our advisors build their future. As a Financial Advisor within PNC Wealth Management, you will be based in East ... respected, valued and have an opportunity to contribute to the company's success. Financial Advisors work within a highly collaborative circuit of bank branches and… more
- JPMorgan Chase (Centerville, OH)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- PNC (Kettering, OH)
- …Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by ... identified, and ensuring an exceptional experience in every interaction.Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client… more
- Simplot (South Charleston, OH)
- Crop Advisor - Ohio The JR Simplot Company is a diverse, privately held global food and agriculture company headquartered in Boise, Idaho. We are a true ... within specifically recognized agronomic geographies to achieve the Company's financial goals and operational objectives. **Key Responsibilities** + Promote and… more
- H&R Block (Beavercreek, OH)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health… more
- H&R Block (Beavercreek, OH)
- …offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being ... programs including mental health support and coaching + 401k Retirement Savings Plan and Employee Stock Purchase Plan + Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you! + Other… more
- KeyBank (Xenia, OH)
- …N Detroit Street - Xenia, Ohio 45385 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. A ... Financial Wellness Associate (FWA) splits their time between client...communication, trust-building, and relationship management skills to foster strong advisor -client relationships. + Ability to gain market insight and… more
- KeyBank (Beavercreek, OH)
- …Kemp Road - Beavercreek, Ohio 45431 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. As a ... Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to...transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide… more
- Wright-Patt Credit Union Inc. (Beavercreek, OH)
- …of Lending Compliance: Serves as subject matter expert and senior compliance advisor for all applicable lending compliance laws, rules, and regulations. Oversees and ... compliance-related practices, procedures and controls where needed. Oversees compliance advisor activities regarding business units' proactive self-identification of compliance… more
- Guidehouse (Beavercreek, OH)
- …high-quality, data-driven insights that guide billion-dollar decisions. As a trusted advisor , you'll help ensure taxpayer dollars are spent wisely while supporting ... as Defense Acquisition Workforce Improvement Act (DAWIA) Level 1+, Certified Defense Financial Manager (CDFM), Project Management, and Lean Six Sigma and similar… more
- Wright-Patt Credit Union Inc. (Beavercreek, OH)
- …efforts. (20%) 4) Leadership and Management - Serve as a trusted advisor to executive leadership on digital technology assets and solutions. Assign, prioritize, ... teams. 3) Prior supervisory or leadership experience. 4) Experience in a financial institution is preferred. 5) A proven ability to implement innovative technology… more
- Wright-Patt Credit Union Inc. (Beavercreek, OH)
- …stability efforts. (20%) 4) Leadership and Management - Serve as a trusted advisor to executive leadership on data and enterprise platform technology assets and ... teams. 3) Prior supervisory or leadership experience. 4) Experience in a financial institution is preferred. 5) A proven ability to implement innovative technology… more
- Wright-Patt Credit Union Inc. (Beavercreek, OH)
- …environment. (20%) 4) Leadership and Management - Serves as a trusted advisor to executive leadership on technology assets and solutions. Contributes as member ... IT Security, and Enterprise Architecture. 6) In-depth understanding of the financial services business, and the application systems and technical infrastructures… more