Financial Planning Specialist
4 weeks ago
Valmark Financial Group is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will play a critical role in assisting senior team members and Member Office financial professionals with financial planning cases and research.
Key Responsibilities- Manage the financial planning queue by analyzing client facts, modeling cash flows, and developing recommendations.
- Assist senior team members with case setup and annual revisions.
- Serve as an insurance/annuity carrier liaison to ensure accurate and complete information about recommended products.
- Establish relationships with Member Offices to understand advisor preferences and client needs.
- Conduct industry research to develop tools, resources, and marketing materials.
- Develop knowledge of financial planning topics such as retirement planning, estate planning, and insurance.
- High School Diploma or GED
- Bachelor's Degree
- 2-4 years of industry experience
- CFP Professional or willingness to obtain
- FINRA Series 7 or willingness to obtain
- Ohio Life and Health Insurance License or willingness to obtain
This is a largely sedentary role with occasional local travel.
Days and typical hours of work are Monday through Friday, 9:00 a.m. to 5 p.m. with flexibility in working hours allowed.
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Financial Data Specialist
3 weeks ago
Akron, Ohio, United States Creative Financial Staffing Full timeAbout the Billing Coordinator RoleAt Creative Financial Staffing, we are seeking a skilled Financial Data Specialist to join our team. The ideal candidate will have a strong background in billing and accounts receivable, with excellent attention to detail and strong communication skills.Key Responsibilities:• Gather data from purchase orders, sales...
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Financial Professional for Purpose-Based Advice
2 weeks ago
Akron, Ohio, United States Thrivent Financial Full timeMeaningful Work for a Rewarding CareerA Thrivent Financial advisor provides holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn. With unlimited earning potential through biweekly base...
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Financial Services Professional
4 weeks ago
Akron, Ohio, United States Prudential Financial Full timeUnlock Your Potential as a Financial ProfessionalAt Prudential Financial, we're committed to helping individuals achieve their financial goals. As a Financial Professional, you'll play a key role in developing relationships with clients, gathering information to build robust financial plans, and helping clients prepare for their retirement.Key...
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Financial Services Professional
4 weeks ago
Akron, Ohio, United States Prudential Financial Full timePrudential Financial is seeking a seasoned financial professional to join their team in the Akron area. This exciting opportunity will allow you to leverage your expertise to grow your career and business, while helping individuals and families achieve their financial goals. Key benefits of this role include:Service existing clients and build a strong client...
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Financial Operations Manager
4 weeks ago
Akron, Ohio, United States Creative Financial Staffing Full timeFinancial Operations Manager About the Opportunity: Creative Financial Staffing is seeking a highly skilled Financial Operations Manager to join our team. As a key member of our financial team, you will be responsible for leading the financial operations of our company, including financial planning, budgeting, and forecasting. Key Responsibilities: Develop...
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Financial Support Specialist
4 weeks ago
Akron, Ohio, United States Summa Health Full timeFinancial Support SpecialistSumma Health is seeking a Financial Support Specialist to join our team. As a key member of our support services, you will provide in-depth financial support and navigation to patients in regards to insurance coverage, medical billing, and out-of-pocket treatment expenses.Key Responsibilities:Collaborate with providers to ensure...
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Financial Statement Closing Specialist
3 weeks ago
Akron, Ohio, United States Experis Full timeJob Summary:We are seeking a skilled Financial Statement Closing Specialist to support a large manufacturing client with offices in the Akron, OH area. This contract-consulting position will involve assisting with day-to-day and close activities.This role will be a great opportunity for an experienced accounting professional to work on a variety of financial...
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Sales Growth Specialist
3 weeks ago
Akron, Ohio, United States Elevated Financial Benefits Full timeJob Title: Outside Sales RepresentativeAbout the Role:We are seeking a highly motivated and results-driven Outside Sales Representative to join our team at Elevated Financial Benefits. As a Sales Growth Specialist, you will be responsible for driving new business and expanding our presence in the Akron and surrounding areas.Key Responsibilities:Develop and...
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Wealth Management Specialist
3 weeks ago
Akron, Ohio, United States Sequoia Financial Group Full timeSequoia Financial Group: A Leader in Financial Planning and Wealth ManagementAt Sequoia Financial Group, we are dedicated to providing exceptional financial planning and wealth management services to our clients. As a leading Registered Investment Advisor (RIA), we offer a comprehensive range of services designed to help individuals and families achieve...
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Member Office Relations Specialist
4 weeks ago
Akron, Ohio, United States Valmark Financial Group Full timeJob SummaryThe Member Office Relations Specialist plays a crucial role in supporting the Director, Member Office Relations, serving as a liaison between the Member Office and all areas of Investment Operations. This position requires exceptional communication and problem-solving skills to ensure accurate and efficient business processing.Key...
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Senior Retirement Financial Advisor
4 weeks ago
Akron, Ohio, United States Golden Reserve LLC Full timeJoin Our Team of Financial Retirement SpecialistsAt Golden Reserve LLC, we're on a mission to revolutionize the financial industry for retirees and senior-level financial planners alike. We're not just looking for anyone - we're seeking experienced professionals who share our passion for delivering exceptional results and building long-term relationships...
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Marketing Materials Specialist
4 weeks ago
Akron, Ohio, United States Sequoia Financial Group Full timeAbout Sequoia Financial GroupSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) based in Northeast Ohio, dedicated to providing exceptional financial planning and wealth management services.Our mission is to enrich lives by delivering tailored solutions that meet the unique needs of our clients.Job SummaryWe are seeking a...
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Business Collections Professional
4 weeks ago
Akron, Ohio, United States Creative Financial Staffing Full timeCollections SpecialistAbout the CompanyCreative Financial Staffing is proud to partner with a growing company in the area to find a skilled Collections Specialist to join their team.ResponsibilitiesManage national accounts and customer payment activity within the centralized billing system.Conduct business-to-business collections via phone and email.Build...
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Financial Services Professional
3 weeks ago
Akron, Ohio, United States Golden Reserve LLC Full timeJob DescriptionGolden Reserve LLC is seeking an experienced Client Services Specialist to join our team. As a Client Services Specialist, you will play a crucial role in managing our client sales process, delivering exceptional first-line support, and facilitating insurance application execution.Key ResponsibilitiesManage the entire back-end client sales...
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Cash Management Specialist
4 weeks ago
Akron, Ohio, United States Creative Financial Staffing Full timeAbout the CompanyCreative Financial Staffing has partnered with a company that helps manufacturing professionals complete jobs on time and on budget. They promote a team-oriented environment and offer competitive pay and benefits.Cash Management Responsibilities:Manage cash application through a bank lockbox or incoming wiresOversee daily cash balancing...
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IT Finance and HR Planning Analyst
4 weeks ago
Akron, Ohio, United States FirstEnergy Corp. Full timeWe are a forward-thinking electric utility powered by a diverse team of employees committed to making customers' lives brighter, the environment better and our communities stronger.FirstEnergy (NYSE:FE) is dedicated to integrity, safety, reliability and operational excellence.As a participant in the Co-op/Intern Professional Development Program, you will be...
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Estate Planning Coordinator
4 weeks ago
Akron, Ohio, United States Oath Law Full timeAbout the RoleWe are seeking a highly organized and detail-oriented individual to join our team as an Office Manager. As a key member of our team, you will be responsible for overseeing the day-to-day operations of our office and remote teams, ensuring seamless communication and coordination with clients, attorneys, and advisors.Key ResponsibilitiesManage...
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Wealth Management Professional
4 weeks ago
Akron, Ohio, United States Sequoia Financial Group Full timeSequoia Financial Group: A Leader in Wealth ManagementAt Sequoia Financial Group, we are dedicated to providing exceptional financial planning and wealth management services to our clients. As a Wealth Advisor, you will play a critical role in helping us achieve our mission to enrich lives.Key Responsibilities:Manage client relationships and develop...
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Medical Claims Specialist
4 weeks ago
Akron, Ohio, United States Creative Financial Staffing Full timeMedical Biller Job DescriptionAt Creative Financial Staffing, we are seeking a highly skilled Medical Biller to join our dynamic healthcare team in Akron, OH. As a Medical Biller, you will play a crucial role in ensuring accurate and timely billing and reimbursement processes.Key Responsibilities:Review and process medical claims accurately, ensuring...
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Administrative Support Specialist
4 weeks ago
Akron, Ohio, United States Creative Financial Staffing Full timeAbout the Role:We are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Creative Financial Staffing. As an Administrative Assistant, you will be responsible for providing administrative support to our clients and staff, including answering phone calls, invoicing, filing, processing mail, and data entry.Key...