- KeyBank (Toledo, OH)
- …5740 Lewis Avenue - Toledo, Ohio 43612 **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
- 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 (Perrysburg, 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
- Fifth Third Bank, NA (Toledo, OH)
- …in collaboration with the Private Bank team, a Wealth Strategy for each client and prospect. This represents the team's best thinking as to the steps the ... into Life360 and developing analyses. Should the prospect or client Wealth Strategy conclude that Fifth Third will play...be able to converse with clients, their advisors, and Private Bank team members convincingly. + Remains knowledgeable and… more