![Intentional Wealth Partners](https://media.trabajo.org/img/noimg.jpg)
Associate Financial Advisor
7 days ago
We are looking for someone with a strong financial background who would like to grow into a lead financial planner with our company. In order to love this job, you should be comfortable discussing money and divorce. These are our areas of expertise and topics that will be at the heart of client communications. We approach these topics with compassionate understanding and believe that everyone deserves to be supported in these areas, no matter how challenging.
- This is a full-time in-office position with some flexibility to work remotely. The schedule is M-Th from 9:00-5:30 and Friday from 9:00-4:30 with some flexibility. The position requires an occasional Saturday from 10:00-2:00.
- This is a W2 employee position
- Starting compensation is $60,000 with additional incentive-based compensation.
•Collaborate with financial planners to provide direct support to existing clients
•Assist with onboarding new clients
•Prepare financial analyses and financial plans for clients based on their goals and priorities
•Conduct investment reviews with existing clients
•Maintain notes on all client interactions in the relevant CRM system
•Complete additional training to prepare to take full responsibility for client accounts
•Working with the Administrative Assistant to learn all administrative aspects of client care and provide backup support when she's out
Qualifications
•Experience in financial services
•4-year college degree
•Desire to become a lead financial planner within 2-3 years
•A valid and active Series 65 or Series 66 is required or may be obtained within a 120-day condition of employment
•CFP, CDFA, CPA, EA, or CFA designation preferred
-
Financial Advisor
4 weeks ago
Cleveland, Ohio, United States LPL Financial Full timeYour career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Flagstar Bank in Cleveland, OH would allow you to join the Investment Program at Flagstar Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...
-
Financial Advisor
1 week ago
Cleveland, Ohio, United States LPL Financial Full timeYour career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Ohio Savings Bank in Cleveland, OH would allow you to join the Investment Program at Ohio Savings Bank as a Financial Advisor associated with LPL Financial. Under this model...
-
Associate Financial Consultant
1 month ago
Cleveland, Ohio, United States Regions Full timeThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...
-
Associate Financial Consultant
3 weeks ago
Cleveland, Ohio, United States Regions Full timeThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...
-
Investment Advisor II
7 days ago
Cleveland, Ohio, United States PNC Financial Services Group Full timePosition Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
Client Service Associate
1 week ago
Cleveland, Ohio, United States PNC Financial Services Group Full timePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
Trust Specialist
1 month ago
Cleveland, Ohio, United States LPL Financial Full timeAre you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for youExcited to learn more? If so, then this could be the role for you...
-
Trust Specialist
3 weeks ago
Cleveland, Ohio, United States LPL Financial Full timeAre you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for youExcited to learn more? If so, then this could be the role for you...
-
Chief Financial Officer
7 days ago
Cleveland, Ohio, United States MAI Capital Management Full timeMAI Capital Management (MAI) is a premier wealth management firm serving high-net-worth individuals, ultra-high-net-worth families, successful business owners, and professional athletes. MAI also provides tailored investment solutions for financial advisors and institutional clients. MAI has consistently been recognized as one of Barron's Top 100 RIAs and...
-
Financial Aid
3 weeks ago
Cleveland, Ohio, United States Lakeshore Technical College Full timeFinancial Aid / Veteran Specialist# of Weeks: 52 Hours per week: 40.00 Work Schedule Days: Monday, Tuesday, Wednesday, Thursday, Friday Schedule: Monday-Friday, eight hour shift. Reports To: Financial Aid Manager Recruitment Group: Full-Time Non-Exempt (Hourly) Multiple Locations - See job description for more details: No Closing Date: Salary...
-
Financial Aid
1 month ago
Cleveland, Ohio, United States Lakeshore Technical College Full timeFinancial Aid / Veteran Specialist# of Weeks: 52 Hours per week: 40.00 Work Schedule Days: Monday, Tuesday, Wednesday, Thursday, Friday Schedule: Monday-Friday, eight hour shift. Reports To: Financial Aid Manager Recruitment Group: Full-Time Non-Exempt (Hourly) Multiple Locations - See job description for more details: No Closing Date: Salary...
-
Financial Analyst I, II, III
7 days ago
Cleveland, Ohio, United States Cleveland Clinic Full timeJoin the Cleveland Clinic team, where you will work alongside passionate caregivers and provide patient-first healthcare. Cleveland Clinic is recognized as one of the top hospitals in the nation. At Cleveland Clinic, you will work alongside passionate and dedicated caregivers, receive endless support and appreciation, and build a rewarding career with one of...
-
Entry Level Financial App Specialist
3 weeks ago
Cleveland, Ohio, United States Randstad USA Full timejob summary: Manage vendors as assigned to support our client This includes: Manually voucher and auto match invoices from vendors in an accurate and timely manner. o Utilize Admin matching tool and make proper adjustments to matches as necessary o Complete payment reconciliations and corresponding journal entries to ensure payments in Intacct are...
-
Entry Level Financial App Specialist
1 month ago
Cleveland, Ohio, United States Randstad USA Full timejob summary: Manage vendors as assigned to support our client This includes: Manually voucher and auto match invoices from vendors in an accurate and timely manner. o Utilize Admin matching tool and make proper adjustments to matches as necessary o Complete payment reconciliations and corresponding journal entries to ensure payments in Intacct are...
-
Accounting Expert
7 days ago
Cleveland, Ohio, United States PNC Financial Services Group Full timePosition Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
Bilingual Spanish Required
7 days ago
Cleveland, Ohio, United States PNC Financial Services Group Full timePosition Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
Branch Banker
7 days ago
Cleveland, Ohio, United States PNC Financial Services Group Full timeJoin Our Team as a Branch Sales and Service Associate I at PNC!Job Profile:What You'll Do:Acquire and deepen the branch customer base through proactive sales and service activities.Manage customer experience by identifying opportunities for financial well-being.Collaborate with partners to drive new revenue and customer loyalty.Position PNC solutions...
-
Associate Auditor
3 weeks ago
Cleveland, Ohio, United States Ohio Catholic Federal Credit Union Full timeJob DescriptionJob DescriptionJob Summary: The Associate Auditor will assist in various auditing and compliance activities of Ohio Catholic FCU.Essential Functions and Responsibilities:• Documents an understanding of department/branch policies, procedures, and the internal control system.• Perform audit procedures, including identifying and defining...
-
Sales and Support Administrator
3 weeks ago
Cleveland, Ohio, United States PNC Full timePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
Sales and Support Administrator
4 weeks ago
Cleveland, Ohio, United States PNC Full timePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...