Comprehensive Financial Coordinator
1 week ago
As a Comprehensive Financial Coordinator at Northwestern Mutual, you will play a critical role in supporting the delivery of comprehensive financial plans to clients. This role requires strong organizational and time management skills, as well as excellent analytical and problem-solving skills.
About the Role- Coordinate the delivery of comprehensive financial plans to clients through a collaborative process with financial representatives.
- Support financial representatives in providing quality service to clients.
- Maintain accurate records and ensure compliance with regulatory requirements.
Estimated Salary: $60,000 - $80,000 per year, depending on location and experience.
We are seeking highly motivated individuals who are passionate about delivering exceptional customer service and have a strong interest in financial planning. If you have a bachelor's degree in business, finance, or a related field, we encourage you to apply.
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Financial Services Coordinator
3 weeks ago
Cleveland, Ohio, United States Loomis Full timeLoomis, a leading provider of cash management services, offers an exciting opportunity for a Financial Services Coordinator.Job SummaryWe are seeking a highly skilled and detail-oriented individual to join our team as a Financial Services Coordinator. This role is responsible for ensuring the safe and secure preparation and processing of cash, coin, and...
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Financial Reporting Coordinator
1 week ago
Cleveland, Ohio, United States CBRE Full timeAbout CBRECBRE is a leading provider of real estate services, offering a wide range of solutions to help businesses thrive.Salary: $70,000 - $90,000 per yearJob Description:We are seeking a highly skilled and detail-oriented Financial Reporting Coordinator to join our team. As a Financial Reporting Coordinator, you will be responsible for evaluating and...
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Financial Planning Specialist
1 week ago
Cleveland, Ohio, United States Skylight Financial Group Full timeAt Skylight Financial Group, we are committed to providing financial support and resources to our clients. As a Financial Planning Specialist, you will play a key role in creating comprehensive plans to help our clients achieve their long-term financial goals.With a strong track record of achievements and excellent interpersonal skills, you will be able to...
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Healthcare Financial Coordinator
2 weeks ago
Cleveland, Ohio, United States Dakota Performance Solutions Full timeCustomer Support RoleWe are seeking a dedicated and compassionate individual to join our team as a Healthcare Financial Coordinator.In this role, you will provide exceptional customer support to patients and families, addressing their concerns and resolving issues promptly and professionally. You will also coordinate with healthcare providers, insurance...
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Financial Manager
1 week ago
Cleveland, Ohio, United States Brilliant Financial Search - FL Full timeJob OverviewBrilliant Financial Search is seeking a highly skilled Senior Accountant to join their team as a contract consultant. This exciting opportunity is located in western Cleveland area and offers a hybrid work schedule.">ResponsibilitiesPlan and perform monthly and quarterly closing procedures, including posting entries and preparing various...
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Financial Protection Consultant
1 week ago
Cleveland, Ohio, United States Olsen Financial Group Full timeFinancial Protection Specialist RoleWe are seeking a highly skilled Financial Protection Specialist to join our team at Olsen Financial Group. In this role, you will be responsible for connecting with clients and developing tailored protection plans to meet their unique needs. This is a rewarding opportunity to build a long-term career in the insurance...
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Personal Financial Strategist
1 week ago
Cleveland, Ohio, United States Skylight Financial Group Full timeAre you a motivated and results-driven individual looking for a challenging role in finance? We are seeking a skilled Personal Financial Strategist to join our team at Skylight Financial Group.In this role, you will work closely with our clients to understand their financial goals and develop strategies to achieve them. With a strong focus on customer...
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Financial Operations Coordinator
4 weeks ago
Cleveland, Ohio, United States Vaco Full timeJob OverviewVaco is seeking an experienced Financial Operations Coordinator to join our team. As a key member of our finance department, you will play a crucial role in maintaining accurate financial records, providing exceptional support to our staff, and ensuring seamless day-to-day operations.This is a fantastic opportunity for someone who is highly...
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Legal Financial Coordinator
2 weeks ago
Cleveland, Ohio, United States Pivotal Solutions, Inc. Full timeAbout UsPivotal Solutions, Inc. is a growing organization looking for talented individuals to join our team.Job DescriptionWe are seeking a highly skilled Legal Financial Coordinator to provide financial support to our attorneys and clients.ResponsibilitiesBilling Operations: Prepare and process billing documents, manage client billing guidelines, and review...
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Financial Services Manager
2 weeks ago
Cleveland, Ohio, United States Brilliant Financial Search - FL Full timeJob Title: Senior Accountant">We are seeking an experienced Senior Accountant to join our team at Brilliant Financial Search in the western Cleveland area. This contract position will be a great opportunity for someone with strong accounting skills and experience in GL accounting, Month End close, account and bank reconciliations, inventory, P&L analysis,...
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Personalized Financial Solutions Expert
2 weeks ago
Cleveland, Ohio, United States Skylight Financial Group Full timeCompensation PackageThe estimated annual salary for this position is $80,000-$110,000, depending on experience and qualifications.This comprehensive benefits package includes medical, 401k, and pension coverage.As a valued member of our team, you will have access to ongoing professional development opportunities and training to enhance your skills and...
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Senior Financial Analyst
4 weeks ago
Cleveland, Ohio, United States Creative Financial Staffing Full timeAbout the Role:We are seeking a skilled Senior Financial Analyst to join our team in Cleveland. This is an excellent opportunity for an experienced professional to utilize their expertise in financial management and analysis.Key Responsibilities:Manage payables and receivables, ensuring timely payments and accurate recordsMaintain open payables and...
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Financial Services Analyst Manager
1 week ago
Cleveland, Ohio, United States PNC Financial Services Group Full timeAbout UsPNC Financial Services Group is a leading financial institution committed to delivering exceptional customer experiences and fostering an inclusive workplace culture. Our team members are our greatest differentiator, and we strive to create opportunities for growth and development.Role OverviewThis role is responsible for executing complex...
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Tax and Financial Planning Specialist
3 weeks ago
Cleveland, Ohio, United States Brookside Tax & Financial Group, LLC Full timeJoin Brookside Tax & Financial Group, LLC as a Jr. Financial Advisor and take advantage of a comprehensive compensation package, including a base salary of $50,000 per year, plus commission and bonus opportunities.In this role, you will be responsible for cultivating relationships with existing and prospective clients, developing and executing marketing...
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Retail Financial Services Manager
1 month ago
Cleveland, Ohio, United States Community Choice Financial Family of Brands Full timeAbout the RoleAs a key member of our team, you will play a crucial role in assisting the Store Manager with account management, customer outreach, and risk management. Your exceptional leadership skills will help develop our Assistant Store Managers in real-time.Key ResponsibilitiesTrain, coach, and supervise Customer Service Team Members to ensure adherence...
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Financial Oversight Coordinator
3 weeks ago
Cleveland, Ohio, United States Signature Estate & Investment Advisors, LLC Full timeAbout the RoleSigature Estate & Investment Advisors, LLC is a dynamic and growing financial services company seeking a Regulatory Compliance Specialist to join our compliance team. The successful candidate will work closely with our senior director to ensure the firm's adherence to regulatory requirements and industry standards.The ideal candidate will...
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Emergency Department Access Coordinator
7 days ago
Cleveland, Ohio, United States Cleveland Clinic Full time**Career Opportunities:**Cleveland Clinic's Lutheran Hospital is seeking a motivated and detail-oriented individual to join our team as an Emergency Department Access Coordinator. In this role, you will be responsible for coordinating patient access and streamlining the registration process while maintaining exceptional customer service.About the Role:As an...
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Financial Planning Professional
1 week ago
Cleveland, Ohio, United States Northwestern Mutual Full timeAre you looking for a career that combines financial planning with customer service? As a Financial Planning Professional at Northwestern Mutual, you will work with financial representatives to deliver comprehensive financial plans to their clients. This role requires strong analytical and problem-solving skills, as well as excellent written and verbal...
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Financial Services Professional
1 week ago
Cleveland, Ohio, United States The Harrison-Rush Group Full timeKey ResponsibilitiesTransaction Execution: Lead and support the execution of Mergers & Acquisitions (M&A), capital raising, and other strategic advisory transactions in the TMT space.Prepare and review detailed financial models to support valuation analysis, including Discounted Cash Flow (DCF), Comparable Company Analysis (CCA), and Precedent Transaction...
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Data Governance Leadership Position
1 month ago
Cleveland, Ohio, United States AmTrust Financial Full timeAmTrust Financial Services is seeking a highly experienced Data Governance Leader to develop and implement comprehensive data governance frameworks across the organization.Job OverviewThe ideal candidate will have a strong background in data governance, regulatory compliance, and leadership. This role requires a deep understanding of data management...