- 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
- 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
- Wright-Patt Credit Union Inc. (Beavercreek, OH)
- The Fair Lending Compliance Advisor is responsible for developing, implementing, and maintaining WPCU's Fair Lending Compliance Program's daily activities in ... on providing materials. (5%) Required Skills The Fair Lending Compliance Advisor has comprehensive and proficient knowledge of compliance laws and regulations,… more
- H&R Block (Centerville, 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 (Centerville, 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
- Bank of America (Loveland, OH)
- Senior Banker - Loveland Financial Center - Loveland, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Loveland/Senior-Banker Loveland- Financial -Center--\_25047441) **Job Description:** At Bank of America, we are… more
- KeyBank (Springboro, OH)
- …Street - Springboro, Ohio 45066 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. Personal ... and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling...to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.… 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