Financial Advisor
2 days ago
Financial Advisor - Securities Administration #11-7308 Multiple Locations Apply for this job now Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Beavercreek, OH or Franklin, OH. Market South West Ohio Northern Kentucky Work Hours per Week 37.5 Requirements Bachelor's Degree preferred. State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required. Knowledge of core investment products including fixed and variable annuities and mutual funds. Must have fundamental understanding of Bank services and operations. Market (investment) knowledge. Experience in investment sales or related fields. Experience coaching, mentoring and developing others preferred. Ability to provide input for performance evaluations. Job Description SUMMARY: In this position, you will represent WesBanco Securities in an assigned branch-based territory, and be responsible for securities production goals in those assigned branches. You will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities, and fee based accounts. You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management. The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners. CUSTOMER SERVICE SKILLS: Willingness to provide a level of service which will clearly differentiate us from our competitors. Must possess proven sales skills, be proactive and generate opportunities. INTERPERSONAL SKILLS: Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner. Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Ability to analyze, comprehend and act in accordance with various regulatory entities. Ability to interact professionally with Bank business partners and customers. Must possess strong organizational and planning skills. Ability to maintain confidentiality. Must be self-motivated. Ability to handle travel to assigned offices. CLERICAL SKILLS: Ability to perform general clerical duties and operate various departmental equipment. Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint). Ability to learn various software systems to accomplish work responsibilities. ESSENTIAL DUTIES AND RESPONSIBILITIES: Prospect clients to establish business relationships. Profile clients and recommend suitable investment and insurance solutions. Provide a great client experience to all clients and prospects. Open investment and insurance accounts. Manage and monitor custome
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Financial Advisor
1 hour ago
Dayton, United States Prudential Financial Full timeTake your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an opening for a highly motivated analytical individual to join us in our Dayton firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial...
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Financial Advisor
3 weeks ago
Dayton, United States WesBanco Bank Inc. Full timeBack Financial Advisor - Securities Administration #11-7308 Multiple Locations Apply Apply for this job now! Apply Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Beavercreek, OH or Franklin, OH. Market South West Ohio Northern Kentucky Work...
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Financial Advisor
3 days ago
Dayton, United States WesBanco Bank, Inc. Full timeSUMMARY: In this position, you will represent WesBanco Securities in an assigned branch-based territory, and be responsible for securities production goals in those assigned branches. You will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities,...
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Financial Advisor
2 days ago
Dayton, United States WesBanco Bank Inc. Full timeBack Financial Advisor - Securities Administration #11-7308 Multiple Locations Apply Apply for this job now! Apply Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Beavercreek, OH or Franklin, OH. Market South West Ohio Northern Kentucky Work Hours...
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Financial Advisor
2 days ago
Dayton, United States Northwestern Mutual Full timeGET MORE OUT OF YOUR CAREERChoose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.Northwestern Mutual - Dayton is seeking a new Financial Representative to join our firm. A successful applicant will have strong interpersonal and communication skills, have a...
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Financial Advisor
1 day ago
Dayton, United States Northwestern Mutual Full timeGET MORE OUT OF YOUR CAREERChoose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.Northwestern Mutual - Dayton is seeking a new Financial Representative to join our firm. A successful applicant will have strong interpersonal and communication skills, have a...
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Wealth Management Advisor II
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Dayton, United States Fifth Third Bank, N.A. Full timeMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve...
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Financial Management Analyst
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Dayton, United States Tecolote Research Full timeOverview Tecolote is a trusted independent advisor providing consulting, analytics, and digital solutions to senior leadership and Federal government executives supporting the National Security mission. We are looking for motivated teammates who thrive in fast paced, dynamic settings and can help our customers tackle some of their most pressing challenges....
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Loan Expert Advisor
1 week ago
Dayton, Ohio, United States LAWRENCE FINANCIAL GROUP Full timeKey ResponsibilitiesThe ideal candidate for this role will have strong communication and interpersonal skills, as well as the ability to work independently and as part of a team.Responsibilities Include:Providing updates to consumers on industry-related rates, statistics, and predictions.Seeking creative financing solutions for different purchase or refi...
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Budget Analyst
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Dayton, United States Credence company Full timeBudget AnalystJob Locations US-OH-DaytonID 2024-8590Category Accounting/FinanceType Regular Full-TimeOverviewCredence is one of the largest and fastest growing privately-held government technology and services companies and is repeatedly acclaimed as a Top Workplace. As evidenced by our awards and certifications and maturity levels, as well as the...
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Retirement Plan Administrator
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Dayton, United States Benefit Solutions, Etc. Full timeRetirement Plan Administrator Looking for a Retirement Plan Administrator with five plus years of experience. Someone who can provide administrative services to clients, compliance oversight and testing, as well as government filing. An individual who is motivated, a self-starter and has experience working in a remote setting. Roles and...
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Retirement Plan Administrator
2 months ago
Dayton, United States Benefit Solutions, Etc. Full timeRetirement Plan Administrator Looking for a Retirement Plan Administrator with five plus years of experience. Someone who can provide administrative services to clients, compliance oversight and testing, as well as government filing. An individual who is motivated, a self-starter and has experience working in a remote setting. Roles and...
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CFPB Announces Consumer Advisory Board Members
4 weeks ago
Dayton, OH, United States Consumer Financial Protection Bureau Full timeCFPB also Forms Advisory Councils for Community Banks, Credit Unions, and Academic Research WASHINGTON, D.C. – The Consumer Financial Protection Bureau (CFPB) today announced the appointment of 25 consumer experts from outside the federal government to its newly-formed Consumer Advisory Board which will provide advice to CFPB leadership on a broad range...
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Telecommunications Network Engineer
16 hours ago
Dayton, United States Booz Allen Hamilton Full timeJob Number: R0210881 Network Engineer The Opportunity: Everyone is trying to "harness the cloud," but not everyone knows how. As a cloud computing infrastructure architect, you know how to take advantage of cloud capabilities. On our team of experienced professionals, you'll use cutting-edge enterprise cloud platforms to support your clients as they...
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Software Engineer
2 months ago
Dayton, United States Tangram Flex Full timeTangram Flex is seeking a Mid-Level Software Engineer with 5+ years of experience to join our dynamic team. As a key technical advisor, you will be responsible for providing innovative, reliable solutions to a range of technical challenges, ensuring complete customer satisfaction. This role demands a strong technical skillset coupled with the ability to...
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Software Engineer
3 weeks ago
Dayton, United States Tangram Flex Full timeTangram Flex is seeking a Mid-Level Software Engineer with 5+ years of experience to join our dynamic team. As a key technical advisor, you will be responsible for providing innovative, reliable solutions to a range of technical challenges, ensuring complete customer satisfaction. This role demands a strong technical skillset coupled with the ability to...
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Software Engineer
1 day ago
Dayton, United States Tangram Flex Full timeJob DescriptionJob DescriptionSalary: $90,400 - $128,700Tangram Flex is seeking a Mid-Level Software Engineer with 5+ years of experience to join our dynamic team. As a key technical advisor, you will be responsible for providing innovative, reliable solutions to a range of technical challenges, ensuring complete customer satisfaction. This role demands a...
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Delivery Driver
2 weeks ago
Dayton, United States Aaron's Full timeWe are Aaron's - an industry leader in the sales and lease-to-own retail industry known for quality brand names and superior customer service. We provide our team members the opportunity to reach their full potential in a team-oriented, high-energy, recognition-based environment with competitive pay and benefits. This is much more than a job - it is a career...
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Care Advocate
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Dayton, United States OneFifteen Recovery Full timeJob DescriptionJob DescriptionGeneral DescriptionOneFifteen is a not-for-profit healthcare ecosystem dedicated to the full and sustained recovery of people suffering from drug addiction. OneFifteen has developed a tech-enabled system of care that offers a treatment center, rehabilitation housing, and wrap-around services, all on one state-of-the-art campus....
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Tax Senior Manager
2 days ago
Dayton, OH, United States Deloitte Full timePosition Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you...