- 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
- KeyBank (Cincinnati, OH)
- …lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment ... 46032 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...ability to sell products and services to investment clients; evidence of strong sales results.… 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
- 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
- Fifth Third Bank, NA (Cincinnati, OH)
- …securities business, investment products and financial solutions + Highly developed sales and presentation skills + Ability to work in a stressful environment, ... with balances of less than $10,000; in which an Investment Executive is not personally assigned to the account....on attempting to promote the client relationship into an advisor -based model by gathering/growing assets under FTS management and… 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
- Truist (Cincinnati, OH)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... of retail solutions including banking, mortgage, planning, investments, and insurance services . Leverage the Truist referral network to generate client acquisition… more
- KeyBank (Cincinnati, OH)
- …client needs and refer to appropriate sales professionals in Retail, Key Investment Services , Private Bank, Mortgage or Business Banking. At KeyBank, we ... investment products. (required) + Foundational knowledge of sales and service techniques with clients, including...influence of partners such as Key Investment Services , Mortgage and Business Banking sales professionals.… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …including rollovers, securities and / or insurance transactions for the broker-dealer, investment advisor and insurance agency. + Determines whether transactions ... of mutual fund trade corrections, review of new business forms for the Registered Investment Advisor and review of 529 College Savings Plan applications. + As… 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
- KeyBank (Amelia, OH)
- …require significant influence of partners such as Key Investment Services , Mortgage and Business Banking sales professionals(required) + Demonstrated ability ... the branch team, ensuring understanding of Key's products and services , Key's sales and service ...KeyCorp (Key) is one of the nation's largest financial services companies. Key provides investment management, retail… more
- KeyBank (Springboro, OH)
- …walk ins, and professional contacts + Exhibits strong sales and service skills, presenting products and services while proactively educating clients on ... and capabilities within Key (required) + Foundational knowledge of sales and service techniques with clients, including...KeyCorp (Key) is one of the nation's largest financial services companies. Key provides investment management, retail… more
- KeyBank (Cincinnati, OH)
- …judgment with customers and transactions + Exhibits strong sales and service skills, presenting products and services while proactively educating clients on ... Ohio 45202 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...KeyCorp (Key) is one of the nation's largest financial services companies. Key provides investment management, retail… more