Financial Professional
2 weeks ago
Voya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Toledo Ohio area. As a Financial Professional, you will be responsible for working with plan sponsor relationships, providing retirement and investment strategies, and conducting participant education and seminars.
Key Responsibilities:- Prospect, schedule, and conduct one-on-one appointments with clients
- Recommend and implement investment strategies tailored to individual client needs
- Research and resolve client service issues and investment questions
- Conduct retirement and investment seminars to educate clients
- Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
- Securities registrations - Series 7, 65 & 66 preferred
- Life & Health Insurance Licenses
- Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
- Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
- Full access to the Voya brand
- Access to existing client base
- Wide array of financial products
- Technology and systems to enable efficient client management
- Turnkey marketing services
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
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Financial Professional
2 weeks ago
Toledo, Ohio, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya Financial Advisors, Inc. is seeking a highly skilled Financial Professional to join our team in the greater Toledo Ohio area. As a key member of our team, you will be responsible for building and maintaining strong relationships with plan sponsors, providing expert guidance on retirement and investment strategies, and...
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Financial Professional
3 weeks ago
Toledo, Ohio, United States Voya Financial Advisors Inc Full timeFinancial Professional Opportunity at Voya Financial Advisors IncVoya Financial Advisors Inc, a leading independent broker-dealer in the defined contribution & defined benefit business, is seeking a highly skilled Financial Professional to join our team in the greater Toledo Ohio area.This role will be responsible for 403(b)/457 enrollment, retirement and...
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Financial Professional
1 week ago
Toledo, Ohio, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Toledo, Ohio area. As a Financial Professional, you will be responsible for building and maintaining relationships with plan sponsors, providing expert advice on retirement and investment strategies, and conducting...
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Financial Planning Specialist
1 week ago
Toledo, Ohio, United States Skylight Financial Group Full timeJob OverviewSkylight Financial Group, a leading financial planning firm, offers a unique opportunity for a skilled professional to join their team as a Financial Planning Specialist. In this role, you will work closely with clients to create personalized financial plans, helping them achieve their long-term goals.As a Financial Planning Specialist, you will...
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Financial Professional
1 month ago
Toledo, Ohio, United States Gable Search Group Full timeGable Search Group is seeking a skilled Accountant to join our team in Toledo, OH. As a key member of our accounting department, you will be responsible for preparing financial reports, journal entries, and other accounting tasks. The ideal candidate will have a strong background in accounting and finance, with 3-7 years of experience in a manufacturing...
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Financial Professional
1 month ago
Toledo, Ohio, United States Gable Search Group Full timeGable Search Group is seeking a skilled Accountant to join our team in Toledo, OH. As a key member of our accounting department, you will be responsible for preparing financial reports, journal entries, and other accounting tasks. The ideal candidate will have a strong background in accounting and finance, with 3-7 years of experience in a manufacturing...
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Financial Planning and Analysis Professional
4 days ago
Toledo, Ohio, United States Owens Corning, Inc. Full timeOur Company Culture:We foster an inclusive environment where all employees are heard and appreciated for the value each distinct voice brings to the team.Key Responsibilities:As a Financial Planning and Analysis Professional at Owens Corning, Inc., you will be responsible for analyzing financial data, developing financial models, and providing insights to...
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Insurance Sales Professional
2 weeks ago
Toledo, Ohio, United States Olsen Financial Group Full timeJob OverviewWe are seeking highly motivated and coachable individuals to join our team as Insurance Sales Professionals. As a key member of our sales team, you will be responsible for assisting families with building financial legacies and providing them with a sense of security.Key Responsibilities:Follow up with client requests and present them with a plan...
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Toledo, Ohio, United States EA Agency Symmetry Financial Group Full timeJob OverviewAre you a driven and goal-oriented individual seeking a career with flexibility and uncapped income potential? We are looking for a self-motivated sales professional to join our team as a 100% commission-only representative.Key ResponsibilitiesDevelop and implement effective sales strategies to achieve sales targetsBuild and maintain...
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Financial Director
1 month ago
Toledo, Ohio, United States Adecco Full timeFinance Manager OpportunityWe are partnering with a leading CPG and Food industry company to find a skilled Finance Manager to support their supply chain organization in the Los Angeles area.This company is poised for growth and is seeking a professional who can help build a leader in the industry. As a Finance Manager, you will play a key role in...
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Chief Financial Officer
4 weeks ago
Toledo, Ohio, United States St. John's Jesuit High School and Academy Full timeChief Financial OfficerSt. John's Jesuit High School and Academy, a prestigious all-boys Catholic school in the Jesuit tradition, is seeking a highly skilled Chief Financial Officer to join its team.Key Responsibilities:Under the guidance of the President, the CFO will be responsible for the financial management of the school.Develop and implement...
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Senior Financial Analyst
1 week ago
Toledo, Ohio, United States Athens Services Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Athens Services. As a key member of our finance department, you will be responsible for developing and preparing monthly operating and financial performance packages, performing analysis to identify profitable growth opportunities.Key ResponsibilitiesDevelop and prepare...
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Financial Operations Manager
1 month ago
Toledo, Ohio, United States Adecco Full timeFinance Manager OpportunityWe are partnering with a leading CPG and Food industry company to find a skilled Finance Manager to support their supply chain organization in the Los Angeles area. This company is poised for growth and is seeking professionals who are excited about the prospect of contributing to its success.Key Responsibilities:Strategically...
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Financial Operations Manager
2 weeks ago
Toledo, Ohio, United States Adecco Full timeFinance Manager Job DescriptionWe are seeking a highly skilled Finance Manager to join our team at a multinational CPG and Food industry company in the Los Angeles area.This company is poised for growth and is looking for a professional who is excited about the prospect of helping build a leader in the space.In this position, you will strategically partner...
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Financial Solutions Advisor
2 weeks ago
Toledo, Ohio, United States Bank of America Full timeJob DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors helps clients pursue their life goals through personalized advice and guidance.Key ResponsibilitiesWork with high-net worth clients to...
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Financial Services Associate
2 weeks ago
Toledo, Ohio, United States Edward Jones Full timeRole OverviewWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting the financial advisor in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...
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Accounting Professional
1 week ago
Toledo, Ohio, United States ANTONIO SOFO & SON Full timeJob SummaryAntonio Sofo & Son is seeking an experienced accounting professional to join our team in Toledo, OH. The ideal candidate will possess strong organizational and analytical skills, with the ability to create and understand financial reports and forms.Key Responsibilities:Developing and maintaining accurate financial records and reports.Managing...
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Financial Services Coordinator
3 weeks ago
Toledo, Ohio, United States Edward Jones Full timeUnlock Your Potential as a Branch Office AdministratorAre you a relationship builder, problem solver, or critical thinker? If so, we need you on our team at Edward Jones. As a Branch Office Administrator, you'll be a vital member of our branch team, working closely with our financial advisors to deliver exceptional personalized service to our clients.Key...
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Life Insurance Sales Representative
1 week ago
Toledo, Ohio, United States Karlo Financial Full timeJob OverviewKarlo Financial is seeking a highly motivated and results-driven Life Insurance Sales Representative to join our team. As a remote sales professional, you will be responsible for connecting with potential clients, understanding their unique needs, and providing personalized life insurance solutions.Key Responsibilities:Develop and maintain...
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Financial Manager
1 month ago
Toledo, Ohio, United States Lee Kum Kee USA Full timeAbout Lee Kum Kee USALee Kum Kee USA is a leading global food company specializing in creating condiments and sauces that promote Chinese cuisine worldwide. With over 200 products to choose from, we take the mystery out of cooking authentic and delicious Asian foods in the comfort of your kitchen.Job SummaryThe Finance Manager - Supply Chain is a key member...