- US Bank (Cincinnati, OH)
- …new skills and discover what you excel at-all from Day One. **Job Description** The Investment Advisor Services Sales Support team member delivers and ... successfully implements sales support related programs within Investment Advisor Services (IAS). Performs...with a high volume of applicants, such as customer service , contact center, and Financial Crimes investigations, remain open… more
- Bank of America (Cincinnati, OH)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... 66) licenses** Two years' experience working in the financial service industry and/or a sales environment where...including investment training and in-depth knowledge of investment products and services Self-starter who efficiently… more
- Atria Wealth Solutions (Cincinnati, OH)
- …Kemba Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Cincinnati, OH area. ... U-4 and Background + Two or more years of sales experience in the financial services industry,...(Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track… more
- Atria Wealth Solutions (Cincinnati, OH)
- …Electric Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the northern Cincinnati, ... U-4 and Background + Two or more years of sales experience in the financial services industry,...(Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track… more
- Bank of America (Cincinnati, OH)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- Edward Jones (Mount Repose, OH)
- …reflective of their performance. **What characteristics would make you a successful financial advisor ?** + An interest in financial services /markets and how they ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...within the securities/financial services industry + Financial services and/or sales experience + Financial … more
- Thrivent Financial (Cincinnati, OH)
- …marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and ... Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact...individuals who are financial advisors are credentialed to provide investment advisory services . Visit Thrivent.com or FINRA's… more
- Bank of America (Cincinnati, OH)
- …in the investments industry, including investment training and in-depth knowledge of investment products and services . * Has at least one year experience ... Financial Solutions Advisor - Consumer Investments - Cincinnati Market Cincinnati,...working in the financial service industry and/or a sales environment where… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …in accordance with licensing guidelines. + Minimum of eight (8) years of successful sales /client service experience in financial services industry. + Stays ... Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private...proficiency in the utilization of consultative and advice driven sales ; manages execution of client service standards… more
- Huntington National Bank (Cincinnati, OH)
- …as assigned. Basic Qualifications: + High School Diploma + Minimum of 1 year of investment sales experience + Series 7, 63, 65/66 and Life and Health Licenses ... long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover… more
- Huntington National Bank (Cincinnati, OH)
- …of wealth management/financial advisory/ sales /relationship management experience in banking, investment management, or insurance products and services for ... Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager...centers of influence. + Responsible for providing legendary client service to retain client relationships. + Builds strong relationships… more
- PNC (Cincinnati, OH)
- …to contribute to the company's success. As a Branch Network Planning Advisor within PNC's Retail Distribution Operations - Centers of Excellence organization, you ... within financial guidelines. + Develops business cases for major capital investment decisions to continually drive firm's ability to reach targeted customers… more
- Deloitte (Cincinnati, OH)
- … and extensive resources to meet those needs and cross sell among various lines of service . + Acting as a trusted business advisor to clients on a variety of ... in all 50 states. Our team's overall practice specific services include investment management services ,...franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax,… more
- Bank of America (Cincinnati, OH)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Fifth Third Bank, NA (West Chester, OH)
- …customers to earn status as trusted advisor by leveraging our consultative sales and service process. + Demonstrate ability to simplify and communicate ... Program customers and mass affluent prospects. Proactively contact and service customers in the sales and ...working knowledge of the complete line of products and services offered, taking responsibility to keep up to date… more
- Lenovo (Cincinnati, OH)
- …high performance computing and software defined infrastructure), software, solutions, and services . Lenovo's continued investment in world-changing innovation is ... AI Architect **General Information** Req # WD00075967 Career area: Sales Country/Region: United States of America State: North Carolina...in adopting AI + Position yourself as a trusted advisor to our customers + Educate the extended team… more
- Bank of America (Cincinnati, OH)
- …responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating ... Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than $500MM within a specific ... networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape. Portfolio Management + Work with One… more
- Deloitte (Cincinnati, OH)
- …(acquisitions, mergers, divestitures, and joint ventures). By providing M&A and restructuring services from beginning to end, we bring a large scope of capabilities ... As an IT Strategy Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are self-starters who… more