Financial Advisor
4 weeks ago
Job Overview
We are seeking a skilled financial advisor to join our team at New York Life - Northern Ohio. As a financial consultant, you will play a crucial role in helping clients achieve their financial goals through strategic planning and advice.
Key Responsibilities:
- Gather and assess client financial information to determine factors such as financial status, cash flow, and financial goals.
- Make strategic product, plan, and investment recommendations to help clients reach their financial objectives.
- Collaborate with the team to develop tailored financial plans that meet the unique needs of each client.
- Identify and secure new clients to serve as a trusted advisor for their financial decisions.
- Consider clients' life stage, professional circumstances, and changing financial needs when developing financial plans.
Requirements:
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service.
- A Bachelor's degree in finance, business administration, or a related analytical field is required.
- Basic understanding of the role of a financial advisor and interest in the financial industry is necessary.
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, and other related business tools is desired.
- A valid FINRA Series 7 & 63/66 license is considered a plus.
About New York Life - Northern Ohio
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.
Compensation:
$79,000 - $125,000+ on average
Why Choose New York Life - Northern Ohio?
We offer a dynamic work environment, opportunities for growth and development, and a commitment to making a positive impact in our community.
-
Financial Services Professional
3 weeks ago
Independence, Missouri, United States Corebridge Financial Full timeWe are seeking a highly motivated and experienced Financial Advisor to join our team at Corebridge Financial. As a Financial Advisor, you will be responsible for providing personalized retirement and financial planning services to our customers and their families.You will meet with existing and prospective clients to plan their financial future, utilizing...
-
Senior Wealth Manager
4 weeks ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeJob SummaryWe are seeking a highly skilled Senior Wealth Advisor to join our team at MAI Wealth Management, Inc. This is a client relationship position that requires a deep understanding of financial planning concepts and the ability to work well with clients' professional advisors.Key ResponsibilitiesDevelop personalized financial solutions for...
-
Tax Planning Specialist
4 weeks ago
Independence, Missouri, United States Hantz Group Full timebJob Title:/b Advanced Tax PlannerbrbrbAbout the Role:/bbrbrAs a Tax Planning Specialist at Hantz Group, you will work closely with our team of financial advisors to develop comprehensive tax strategies for our clients. Your expertise in tax planning will help minimize our clients' tax liabilities and ensure compliance with all relevant laws and...
-
Tax Planning Specialist
4 weeks ago
Independence, Missouri, United States Hantz Group Full timeJob OverviewHantz Group is a leading financial services company that provides comprehensive financial solutions to individuals and businesses. We are seeking a highly skilled Tax Planning Specialist to join our team.The successful candidate will work closely with our financial advisors to develop and implement tax planning strategies that minimize clients'...
-
Wealth Management Specialist
3 weeks ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeJob SummaryWe are seeking a highly skilled Wealth Advisor to join our team at MAI Wealth Management, Inc. The ideal candidate will have a strong background in providing sound financial advice to individuals and businesses.Main Responsibilities:Develop personalized financial solutions for clients to achieve their goals and objectives.Provide expert guidance...
-
Senior Tax Planning Specialist
4 weeks ago
Independence, Missouri, United States Hantz Group Full timeJob OverviewHantz Group, a leading financial services company, is seeking a highly skilled Tax Planning Specialist to join our team. As a key member of our financial services team, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesAnalyze tax liability and develop strategies to minimize tax burdensPrepare...
-
Senior Director of Finance
3 weeks ago
Independence, Missouri, United States Faber-Castell USA Full timeAt Faber-Castell USA, we are seeking a visionary and integrity-focused Finance Leader to join our growing organization.The Senior Director of Finance will lead and oversee the financial activities of the organization, ensuring compliance with financial regulations and driving financial strategy to facilitate growth and operational efficiency.This role...
-
Senior Director of Finance
4 weeks ago
Independence, Missouri, United States Faber-Castell USA Full timeAbout Faber-Castell USAFaber-Castell USA is a leading manufacturer of high-quality art supplies and creative products. We are committed to unleashing creative potential and inspiring self-expression through our innovative products and services.Job SummaryWe are seeking a highly experienced and skilled Senior Director of Finance to join our team. As a key...
-
Nurse Case Manager I
3 weeks ago
Independence, Missouri, United States Elevance Health Full timeJob Summary:As a Telephonic Nurse Case Manager I at Elevance Health, you will play a vital role in improving the lives of our members by providing personalized care management services. This is a virtual position, but you must reside within 50 miles of an Elevance Health Pulse Point location.Key Responsibilities:• Conduct thorough assessments to identify...
-
Financial Advisor
1 week ago
Independence, United States Hantz Group Full timeFinancial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals...
-
Financial Services Professional
3 weeks ago
Independence, Ohio, United States Corebridge Financial Full timeFinancial Advisor OpportunityAt Corebridge Financial, we're passionate about helping Americans plan for and enjoy a secure retirement. As a Financial Advisor, you'll provide a personalized retirement and financial planning experience for our customers and their families.Key Responsibilities:Meet with existing and prospective clients to plan their financial...
-
Senior Wealth Advisor
2 weeks ago
Independence, United States MAI Wealth Management, Inc. Full timeGENERAL JOB DESCRIPTION Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery...
-
Senior Wealth Advisor
3 weeks ago
Independence, Ohio, United States MAI Wealth Management, Inc. Full timeJob SummaryWe are seeking a highly skilled Senior Wealth Advisor to join our team at MAI Wealth Management, Inc. As a key member of our wealth management team, you will be responsible for providing expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning,...
-
Administrative Assistant
6 days ago
Independence, United States Vantage Financial Group, Inc. Full timeJob Title: Administrative AssistantLocation: Independence, OhioJob Type: Full-TimeJob SummaryWe are seeking a proactive and organized Administrative Assistant to support our financial advisory team. This individual will play a key role in managing daily operations, providing top-tier customer service, and supporting the financial advisor in various...
-
Senior Financial Consultant
3 weeks ago
Independence, Ohio, United States MAI Wealth Management, Inc. Full timeSenior Financial ConsultantAt MAI Wealth Management, Inc., we are seeking a highly skilled Senior Financial Consultant to join our team. As a key member of our wealth management team, you will be responsible for providing expert guidance and innovative solutions for the planning needs of high-net-worth individuals and businesses.Key Responsibilities:Deliver...
-
Branch Office Administrator
3 weeks ago
Independence, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Branch Office Administrator
3 weeks ago
Independence, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Branch Office Administrator
3 weeks ago
Independence, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Branch Office Associate
3 days ago
Independence, Ohio, United States Edward Jones Full timeJob OverviewWe're looking for a motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you'll be responsible for delivering exceptional personalized service to our clients, building strong relationships, and driving business growth.Main Responsibilities:Provide top-notch customer service to clients,...
-
Tax Intern
5 months ago
Independence, United States Hantz Group Full timeTax Intern Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are...
-
CRE Relationship Manager
2 weeks ago
Independence, United States Northwest Bank Full timeDescription The CRE Relationship Manager is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs, while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The...
-
Senior Director of Finance
1 month ago
Independence, United States Faber-Castell USA Full timeAt Faber-Castell our vision is to unleash creative potential, and our mission is to create experiences that inspire self-expression! Internationally known for superb quality, innovation and creativity, the Faber-Castell family of products remain unique throughout the world. Faber-Castell offers a “Companion for Life” portfolio of quality branded...
-
Senior Director of Finance
1 month ago
independence, United States Faber-Castell USA Full timeAt Faber-Castell our vision is to unleash creative potential, and our mission is to create experiences that inspire self-expression! Internationally known for superb quality, innovation and creativity, the Faber-Castell family of products remain unique throughout the world. Faber-Castell offers a “Companion for Life” portfolio of quality branded...
-
Senior Director of Finance
4 weeks ago
independence, United States Faber-Castell USA Full timeAt Faber-Castell our vision is to unleash creative potential, and our mission is to create experiences that inspire self-expression! Internationally known for superb quality, innovation and creativity, the Faber-Castell family of products remain unique throughout the world. Faber-Castell offers a “Companion for Life” portfolio of quality branded...
-
Technician
1 week ago
Independence, United States Internal Revenue Service Full timeThe IRS is seeking candidates for this position located in Independence, MO. For telework eligible positions, employees must remain within a 200-mile radius of their official assigned post-of-duty (POD) and report to their POD at least twice a week. Job Description:Are you dependable? Great. Are you someone who can get things done quickly and accurately?...
-
Technician
3 days ago
Independence, United States Internal Revenue Service Full timeThe IRS is seeking candidates for this position located in Independence, MO. For telework eligible positions, employees must remain within a 200-mile radius of their official assigned post-of-duty (POD) and report to their POD at least twice a week. Job Description:Are you dependable? Great. Are you someone who can get things done quickly and accurately?...
-
Branch Office Administrator
2 weeks ago
Independence, OH, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Director of Quality
2 weeks ago
Independence, United States Centerpoint Medical Center Full timeDescription This position is incentive eligible. IntroductionAre you ready to manage in a new era as a Director of Quality where building a healthier tomorrow is more than a job? Our Centerpoint Medical Center team is committed to partnership, innovation, legacy and improving more lives in more ways. Share your resume today.BenefitsCenterpoint Medical...
-
Senior Director of Finance
2 weeks ago
Independence, OH, United States Faber-Castell USA Full timeAt Faber-Castell our vision is to unleash creative potential, and our mission is to create experiences that inspire self-expression! Internationally known for superb quality, innovation and creativity, the Faber-Castell family of products remain unique throughout the world. Faber-Castell offers a “Companion for Life” portfolio of quality branded...