Current jobs related to Senior Financial Advisor - Shaker Heights, Ohio - Bank of America

  • Strategic Growth Advisor

    2 weeks ago

    Shaker Heights, Ohio, United States Newry Full time

    At Newry, we're seeking a talented Consultant to join our team of expert consultants and help clients achieve their goals. As a Consultant, you'll dive into every phase of our consulting projects - from research to delivering results. Within your first few weeks, you'll engage with clients while going through our structured onboarding. After time, there is...

  • Financial Services Representative

    3 weeks ago

    Grandview Heights, Ohio, United States Nationwide Private Client Full time

    Job Title: Hybrid WholesalerAre you passionate about delivering exceptional customer service and helping individuals and businesses prepare for and protect their retirement? If so, then Nationwide Private Client could be the perfect fit for you.About the Role:This is a unique opportunity to join our team as a Hybrid Wholesaler, where you will work closely...

  • Financial Services Representative

    3 weeks ago

    Grandview Heights, Ohio, United States Nationwide Private Client Full time

    Job Title: Hybrid WholesalerAre you passionate about delivering exceptional customer service and helping individuals and businesses prepare for and protect their retirement? If so, then Nationwide Private Client could be the perfect fit for you.About the Role:This is a unique opportunity to join our team as a Hybrid Wholesaler, where you will work closely...

  • Data Analytics Consultant

    4 weeks ago

    Shaker Heights, Ohio, United States University Hospitals Full time

    Job Title: Analytics Consulting EngineerAt University Hospitals, we are seeking an experienced Analytics Consulting Engineer to join our team. As a key member of our analytics community, you will provide consulting services to our system-wide analytics community, focusing on complex analytics use cases and customer-facing problem-solving discussions.Key...

  • Strategic Growth Consultant

    6 days ago

    Shaker Heights, Ohio, United States Newry Full time

    We're seeking talented professionals to collaborate with our team of expert consultants and help clients achieve their business objectives.Newry is a growth strategy consulting firm operating in the chemicals, materials, polymers, medical and life sciences, industrials, and value-added distribution sectors.We work closely with CEOs, CTOs, GMs, VPs of NBD,...

  • Financial Representative Trainee

    1 month ago

    Broadview Heights, Ohio, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.Key Responsibilities:Participate in a...

  • Financial Services Trainee

    1 month ago

    Broadview Heights, Ohio, United States Mutual of Omaha Full time

    Join Our Team as a Financial Representative TraineeWe are seeking highly motivated and results-driven individuals to join our Financial Representative Trainee program. As a trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferHourly...

  • Financial Reporting Manager

    6 days ago

    Brooklyn Heights, Ohio, United States Metro Health Full time

    Job Summary:As a key member of the Metro Health team, the Financial Reporting Manager will lead the monthly close process, ensuring the accuracy and timeliness of financial statements. This role requires a strong understanding of Generally Accepted Accounting Principles (GAAP) and Government Accounting Standards Board (GASB) standards.Responsibilities:Lead...

  • Financial Reporting Manager

    6 days ago

    Brooklyn Heights, Ohio, United States Metro Health Full time

    Job Summary:As a key member of the MetroHealth System team, the Financial Reporting Manager will lead the monthly close process, ensuring the accuracy and timeliness of financial statements. This role requires a strong understanding of Generally Accepted Accounting Principles (GAAP) and Government Accounting Standards Board (GASB) standards. The ideal...

  • Senior HR Business Partner

    1 month ago

    Highland Heights, Ohio, United States Prysmian Group Full time

    Job Title: Senior HR Business PartnerPrysmian Group is seeking a Senior HR Business Partner to join our team. As a trusted advisor to leadership, you will provide HR guidance to drive business outcomes and collaborate with management to implement HR programs.Key Responsibilities:Strategic Partnership: Collaborate with leadership to develop and implement HR...

  • Senior Microsoft Power Apps and Automate Specialist

    2 weeks ago

    Richmond Heights, Ohio, United States Cyber Resource Full time

    Job Summary:The Senior Microsoft Power Apps and Automate Specialist will serve as a subject matter expert and trainer in Microsoft Power Apps and Power Automate within the Cyber Resource Business Integrated Solutions Division. This role is essential for empowering Cyber Resource employees to leverage Microsoft's Power Platform tools for creating applications...

  • Senior Microsoft Power Apps and Automate Expert

    6 days ago

    Richmond Heights, Ohio, United States Cyber Resource Full time

    Job Summary: The Senior Microsoft Power Apps and Automate Expert will serve as a subject matter expert and trainer in Microsoft Power Apps and Power Automate within the VDOT Business Integrated Solutions Division. This role is essential for empowering VDOT employees to leverage Microsoft's Power Platform tools for creating applications and developing...

  • Senior Project Manager

    1 month ago

    Highland Heights, Ohio, United States Prysmian Group Full time

    About the RolePrysmian Group is seeking a highly skilled Senior Project Manager to oversee and manage multiple projects simultaneously, primarily located in the U.S. This is a unique opportunity to join a world-leading company in the energy and telecom cable systems industry.Key ResponsibilitiesManage 2-4 active projects simultaneously, ensuring timely...

  • Assistant Property Manager, Villa Serena Senior Apartments

    4 weeks ago

    Mayfield Heights, Ohio, United States Vesta Full time

    Job Title: Assistant Property ManagerVesta is seeking a highly skilled and organized Assistant Property Manager to join our team at Villa Serena Senior Apartments in Mayfield Heights, OH. As a key member of our property management team, you will be responsible for assisting and supporting the Property Manager and support staff in achieving maximum occupancy...

  • Trust and Estate Paralegal Specialist

    1 month ago

    Mayfield Heights, Ohio, United States Corporate Ladder Full time

    Job Title: Trust and Estate ParalegalJob SummaryWe are seeking a highly skilled Trust and Estate Paralegal to join our team at Corporate Ladder. The successful candidate will play a crucial role in assisting attorneys with legal matters related to estates, wills, trusts, and probate proceedings.Key ResponsibilitiesInteract with clients on substantive legal...

  • Senior Internal Auditor

    2 weeks ago

    Broadview Heights, Ohio, United States Sotera Health Services, LLC Full time

    Job Title: Sr. Internal AuditorWe are seeking a highly skilled and experienced Sr. Internal Auditor to join our team at Sotera Health Services, LLC. As a critical member of our accounting and finance teams, you will report to the Director of Internal Audit and play a key role in leading our internal audit function.Key Responsibilities:Develop and execute a...

  • Customer Service Representative

    4 weeks ago

    Grandview Heights, Ohio, United States Rose International Full time

    Job SummaryWe are seeking a highly skilled and experienced Customer Service Representative to join our team at Rose International. As a key member of our Financial Services team, you will be responsible for providing exceptional customer service to our policyholders, agents, and brokers.Key ResponsibilitiesRespond to customer inquiries and resolve issues in...

  • Care Coordinator

    4 weeks ago

    Huber Heights, Ohio, United States The Laurels of Huber Heights Full time

    Join Our Team as a Social Worker at The Laurels of Huber HeightsWe are seeking a dedicated and compassionate Social Worker to join our team at The Laurels of Huber Heights. As a Social Worker, you will play a vital role in providing medically-related social services that enhance the physical, mental, and psychosocial well-being of our guests.About the...

  • Data Architect Lead

    6 days ago

    Maple Heights, Ohio, United States First Citizens Bank Full time

    Job SummaryFirst Citizens Bank is seeking a highly skilled Data Architect Lead to join our Information Technology organization. As a key member of our team, you will be responsible for establishing and implementing the overall data management technological direction of the bank.Key ResponsibilitiesDrive enterprise-wide data management architectural vision...

  • Pharmacy Technician Lead

    2 weeks ago

    Huber Heights, Ohio, United States Walgreens Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Pharmacy Technician to join our team at Walgreens. As a Senior Pharmacy Technician, you will play a critical role in ensuring the smooth operation of our pharmacy department, providing exceptional customer service, and supporting the pharmacy team in delivering high-quality patient care.Key...

Senior Financial Advisor

2 months ago

Shaker Heights, Ohio, United States Bank of America Full time

ABOUT THE COMPANY:

Become a part of Bank of America, a premier financial services provider dedicated to delivering outstanding client support and customized banking solutions. We are in search of a Client Relationship Manager who will act as the main liaison for our esteemed clients, assisting them in addressing their financial requirements and connecting them with appropriate resources and services.

KEY RESPONSIBILITIES:

  • Work collaboratively with various teams to provide personalized solutions for individual and small business clients
  • Support clients with transactions and self-service tools
  • Enhance client satisfaction utilizing available resources and tools
  • Follow established procedures and regulatory standards
  • Manage client interactions effectively to fulfill their needs and comply with regulations

ESSENTIAL QUALIFICATIONS:

  • At least one year of sales experience in a client-focused environment
  • Strong commitment to achieving results
  • Exceptional communication skills with the ability to engage clients effectively
  • Willingness to learn and adapt to new technology platforms
  • Strong time management skills and the ability to prioritize tasks
  • Availability to work weekends and extended hours as necessary

PREFERRED QUALIFICATIONS:

  • Associate's or Bachelor's degree in business, finance, or a related discipline
  • Experience in achieving or surpassing targets in a financial center environment
  • Background in retail or sales with performance incentives
  • Familiarity with banking products and services

SKILLS REQUIRED:

  • Active Listening
  • Business Acumen
  • Client-Centric Approach
  • Problem-Solving Skills
  • Relationship Management
  • Business Development
  • Prospecting Skills
  • Referral Management

MINIMUM EDUCATION REQUIREMENT:

High School Diploma or equivalent

SHIFT:

1st shift (United States of America)

Hours Per Week:

40