- 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 (Chagrin Falls, 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
- JPMorgan Chase (Columbus, OH)
- …designed to achieve their goals in the way that's best for them. As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of ... Our Sales teams help our clients build stronger portfolios,...Answer incoming phone calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and… more
- Bank of America (Pepper Pike, 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 (Dublin, OH)
- …marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and ... professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services . Visit Thrivent.com or FINRA's Broker Check… more
- PNC (Rocky River, OH)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based in Center Ridge ... book of business. Owns the client experience, efficiently handling sales and service , identifying sales ...among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team… 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
- Huntington National Bank (Mentor, 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
- Citizens (Mentor, OH)
- …of internal stakeholders and specialists in delivering a variety of services , including financial planning, investment management, insurance, and estate ... + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services...jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify… 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
- Foresters Financial Services (Dublin, OH)
- …Description What we need: This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance while ... Sales Support Associate Sales Dublin, Ohio...enhancing the service experience of clients*. *This role requires FINRA licensing...advisors, as well as a leading provider of retail services to the investment programs of banks… more
- Foresters Financial Services (Cleveland, OH)
- …in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple ... wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services , practice management support and innovative… more
- Paychex (Columbus, OH)
- …appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to ... Overview Selling Company's products and services by developing new clients and increasing the...the prospect universe for the purpose of closing new sales . Leverage the Go-to-Market Sales Strategy to… more
- Guardian Life (Columbus, OH)
- …financial retail sales a plus (in Wealth Management). + Customer service cross-selling experience (introducing additional products and services on inbound ... investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge. + Manage and develop sales territory with WMC… 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
- 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