Financial Planning Professional
5 days ago
Are 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 communication skills.
About the Role- Deliver comprehensive financial plans to clients through a collaborative process with financial representatives.
- Provide support to financial representatives in delivering quality service to clients.
- Maintain accurate electronic client files and ensure compliance with regulatory requirements.
Estimated Salary: $65,000 - $85,000 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 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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Financial Planning and Analysis Professional
2 weeks ago
Cleveland, Ohio, United States Preformed Line Products Full timeJob ResponsibilitiesSales Planning: Assist with the preparation of the PLP-USA sales plan, global annual plan, and quarterly forecast updates.Commission Administration: Administer the representative commission database, including updating manufacturer representatives and calculating split commissions.Distribution Growth Incentives: Perform analyses and...
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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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Financial Protection Consultant
6 days 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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Financial Risk Manager
1 week ago
Cleveland, Ohio, United States Splash Financial Full timeOverviewSplash Financial is a leading financial technology company that aims to simplify financial products and make them accessible to everyone. Our mission is to empower people by making them more powerful than their debt.We're looking for an experienced professional to join our team as the Director of Fraud Operations. This role is responsible for leading...
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Executive Director of Financial Planning
1 week ago
Cleveland, Ohio, United States Lutheran Metropolitan Ministry Full timeAbout Us: Lutheran Metropolitan Ministry (LMM) is a faith-based organization that serves people in Northeast Ohio, empowering them to overcome barriers and achieve self-sufficiency. Our mission is to challenge systemic injustices by providing responsive solutions, advocacy, and hope.Job Summary: We are seeking an experienced Chief Financial Officer (CFO) to...
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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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Cleveland Financial Specialist
1 week ago
Cleveland, Ohio, United States Creative Financial Staffing Full timeAbout the Job: We are seeking an experienced Financial Analyst to join our team at Creative Financial Staffing in Cleveland, Ohio. The ideal candidate will have a strong background in finance and accounting, with excellent analytical skills and the ability to provide financial summaries to business leaders. The successful candidate will be responsible for...
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Financial Services Representative
5 days ago
Cleveland, Ohio, United States Spieldenner Financial Group Full timeAbout the RoleThis is an exciting opportunity to join Spieldenner Financial Group as a Financial Services Representative. You will work with clients to understand their financial goals and provide personalized solutions to protect their families and assets.You will have the ability to work independently and as part of a team, with a focus on building...
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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 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 Solutions Consultant
6 days ago
Cleveland, Ohio, United States MacDonald Financial Solutions Full timeUnlock Your Earning Potential with MacDonald Financial SolutionsWe are seeking a self-motivated and ambitious individual to join our team as a Financial Solutions Consultant. As an independent agent, you will have the opportunity to work from the comfort of your own home and earn a substantial income selling life insurance products to homeowners.About...
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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 Accounting Professional
5 days ago
Cleveland, Ohio, United States Blue Jay Communications Inc. Full timeJob Summary:Blue Jay Communications Inc. is seeking a highly skilled Financial Accounting Professional to join their team in Brooklyn, OH. The ideal candidate will have 2 years of related experience and a Bachelor's Degree in Accounting. About the Company:We are a dynamic communications company looking for a detail-oriented accountant to support our...
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Financial Services Professional
1 month ago
Cleveland, Ohio, United States NESCO Inc Full time**Job Title:** Financial Services ProfessionalNESCO Inc is seeking a skilled Financial Services Professional to join our team. As a key member of our finance department, you will be responsible for the execution of financial transactions and quality control processes.Key Responsibilities:Process commercial monetary transactions in a timely mannerVerify and...
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Financial Advisor Position
3 weeks ago
Cleveland, Ohio, United States Brookside Tax & Financial Group, LLC Full timeEstablish a successful career with Brookside Tax & Financial Group, LLC as a Jr. Financial Advisor. This full-time role offers a competitive salary of $50,000 per year plus commission and bonus opportunities.We are seeking a highly motivated individual to join our team in Parma, OH. As a Jr. Financial Advisor, you will have access to top-notch administrative...
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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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Financial Professional
7 days ago
Cleveland, Ohio, United States Willory, LLC Full timeThe primary objective of this role is to provide financial support to the company's finance team. This includes operating and maintaining the general ledger, preparing financial reports, overseeing cash activities, and processing payroll.Responsibilities:Prepare and enter monthly Journal EntriesManage all Accounts Receivable activityHandle all Accounts...
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Cleveland, Ohio, United States Jobot Full timeAbout the RoleAs a seasoned accounting professional, we are seeking a dynamic Senior Accountant to join our team on a permanent basis.Company OverviewWe are a trusted and well-established insurance agency with a long-standing presence since 1925, serving a wide range of clients across all 50 states. Our expertise includes risk management, insurance...
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Financial Industry Professional
5 days ago
Cleveland, Ohio, United States Firefighters Community Credit Union Full timeWe are seeking a dedicated and enthusiastic individual to fill the role of Full-Time Teller at our Willoughby branch. As a key member of our team, you will be responsible for providing exceptional member service, ensuring accurate and efficient transaction processing, and promoting credit union products and services.The annual salary for this position is...