Financial Planning Expert
3 weeks ago
We are seeking a skilled Financial Planning Expert to join our team. This role involves developing high-quality wealth management practices, enhancing relationships with key partners, and promoting Citizens Wealth Management capabilities.
The ideal candidate will have a proven track record in new business development and client book management, as well as experience working in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals is also desirable.
Key Responsibilities- Develop a tailored financial plan that meets clients' goals.
- Enhance and preserve relationships with key partners to boost client introductions and engagement.
- Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
- Grow existing relationships through partnership referrals.
This role offers a competitive salary of $105,000-$250,000 based on performance and productivity against commission plan parameters.
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Financial Expert
3 weeks ago
Toledo, Ohio, United States Mobis North America LLC Full timeJob Summary:We are seeking a highly skilled Financial Expert to join our team at Mobis North America LLC. As a key member of our finance department, you will be responsible for managing and analyzing financial data, ensuring accurate reporting, and providing timely information to management.Key Responsibilities:Financial Analysis: Analyze financial data to...
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Financial Compliance Expert
3 days ago
Toledo, Ohio, United States Jobot Full timeJob DescriptionWe are seeking a driven and enthusiastic Tax Senior to join our Accounting and Finance team. This role offers the chance to demonstrate your expertise in tax preparation and tax research, while contributing to our clients' success.Your responsibilities will include preparing tax returns and related financial statements for individuals,...
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Toledo, Ohio, United States Westlake Financial Full timeDealer Partnerships and Revenue Growth Expert at Westlake Financial - Take your career to the next level as a Dealer Partnerships and Revenue Growth Expert at Westlake Financial. In this exciting role, you will be responsible for developing and maintaining strong relationships with our dealer partners, driving revenue growth through effective sales...
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Inventory Planning and Management Expert
3 weeks ago
Toledo, Ohio, United States KUT from the Kloth Full timeJob Title: Inventory Planning and Management ExpertAt KUT from the Kloth, we are seeking a highly skilled Inventory Planning and Management Expert to join our team. As an expert in inventory planning, you will play a critical role in maintaining stock efficiency, improving turn rates, and enhancing customer satisfaction.About the Role:We are looking for a...
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Production Planning and Logistics Expert
3 weeks ago
Toledo, Ohio, United States Renhill HR on Demand Full timeAbout the RoleRenhill HR on Demand is hiring a Production Planning and Logistics Expert to drive our vehicles development process. This is a key position that requires expertise in logistics and planning, as well as excellent communication and leadership skills.The successful candidate will be responsible for managing the development and delivery of...
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Financial Protection Agent
3 weeks ago
Toledo, Ohio, United States Spieldenner Financial Group Full timeSpieldenner Financial Group is seeking a highly skilled Financial Protection Agent to join our team. As a Financial Protection Agent, you will be responsible for selling mortgage protection plans to clients, providing them with personalized solutions to protect their income.Job Duties:Scheduling appointments with potential clients to discuss their mortgage...
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Financial Services Representative
2 days ago
Toledo, Ohio, United States The WRS Group - Symmetry Financial Full timeAbout Us:We are a Life Insurance Agency partnered with Symmetry Financial Group, serving middle-class families in the life insurance industry. Our mission is to provide exceptional service and help families secure their financial futures.What We Offer:We provide a 100% commission compensation structure, allowing our agents to have full control over their...
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Corporate Financial Insights Expert
4 weeks ago
Toledo, Ohio, United States Mobis North America LLC Full timeJob RoleThe Financial Analyst III at Mobis North America LLC is a key position that requires strong analytical and communication skills. The successful candidate will work closely with various departments to provide financial analysis, reporting, and support, with a focus on driving business growth and success.ResponsibilitiesThis role entails the...
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TARTA Financial Management Expert
3 weeks ago
Toledo, Ohio, United States Toledo Area Regional Transit Authority Full timeAbout the Team At the Toledo Area Regional Transit Authority (TARTA), we pride ourselves on being a forward-thinking organization that values innovation, collaboration, and customer satisfaction. Our finance department is no exception, with a team of dedicated professionals who work tirelessly to ensure the accuracy and integrity of our financial records. As...
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Financial Analyst
3 weeks ago
Toledo, Ohio, United States Mobis North America LLC Full timeJob DescriptionAs a Financial Analyst III at Mobis North America, you will be responsible for preparing and coordinating financial analysis projects. These may include financial and expense performance, rate of return, depreciation, working capital, and investments.You will provide analysis for forward-looking financial and business-related projects, prepare...
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Production Planning and Logistics Expert
3 weeks ago
Toledo, Ohio, United States Renhill HR on Demand Full timeAbout the RoleWe are seeking a highly skilled Logistics/Vehicle Planning Manager to join our team at Renhill HR on Demand. In this role, you will be responsible for developing and implementing efficient vehicle production plans, collaborating with cross-functional teams, and leading problem-solving discussions.Responsibilities:Manage the development and...
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Financial Modeling Expert
3 days ago
Toledo, Ohio, United States OWENS CORNING CORPORATE SERVICES LLC Full timeJob OverviewThe Tax Analyst role is a critical component of Owens Corning's Corporate Services LLC, responsible for delivering exceptional tax planning and compliance services. As a key member of the Tax Organization, you will contribute to the company's success by performing in-depth tax research, developing robust forecasting models, and providing...
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Expert Payroll Specialist
3 weeks ago
Toledo, Ohio, United States The Mannik & Smith Group Full timeWe are seeking a highly skilled and experienced Expert Payroll Specialist to join our team at The Mannik & Smith Group. This role is responsible for preparing and processing biweekly payroll, analyzing financial information, and maintaining compliance with tax laws.Key Responsibilities:Payroll Processing: Process biweekly payroll within the ADP system,...
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Financial Director
3 weeks ago
Toledo, Ohio, United States Parker Steel Company Full timeAbout the RoleParker Steel Company is a successful specialty metals distributor located in Toledo, Ohio. We are looking for a talented Financial Director to oversee our accounting and financial activities, ensuring accurate financial reporting and compliance with regulations. The selected candidate will have a strong understanding of financial planning and...
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Vehicle Planning and Management Professional
3 weeks ago
Toledo, Ohio, United States Renhill HR on Demand Full timeJob SummaryRenamehill HR on Demand is looking for a Production Planning and Logistics expert to join our team. As a key member of our operations team, you will be responsible for managing the flow of goods into and out of the plant, ensuring timely and efficient delivery of vehicles.Key Skills:Proven experience in logistics and supply chain management.Strong...
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Banking Professional
2 weeks ago
Toledo, Ohio, United States PNC Financial Services Group Full timePNC Financial Services Group is a dynamic and fast-paced organization that is committed to innovation and excellence. As a Banking Professional, you will have the opportunity to work with a wide range of customers, from individuals to small businesses, and help them achieve their financial goals.In this role, you will be responsible for providing expert...
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Financial Clerk
4 weeks ago
Toledo, Ohio, United States Harbor Full timeJob Title:Financial ClerkAbout the Role:We are seeking a skilled Financial Clerk to join our team at Harbor. The ideal candidate will have experience in accounting duties and be able to work with internal and external customers to deliver accurate financial information.Key Responsibilities:Maintain the company's books according to generally accepted...
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Financial Wellness Specialist
4 days ago
Toledo, Ohio, United States PNC Financial Services Group Full timeAbout This RoleThis Lead Teller position is a key opportunity for individuals who are passionate about delivering exceptional customer service and supporting their colleagues to achieve their best. As a member of our retail branch team, you will be responsible for coaching and mentoring tellers to deliver outstanding customer experiences. Your expertise will...
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Life Insurance Sales Professional
2 days ago
Toledo, Ohio, United States The WRS Group - Symmetry Financial Full timeAbout Our Business:The WRS Group - Symmetry Financial is a leading Life Insurance Agency, partnering with Symmetry Financial Group to serve middle-class families in the life insurance industry. Our mission is to provide exceptional service and help families secure their financial futures.Why Join Us:- Opportunity to work with a reputable and growing company-...
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Financial Management Specialist
3 weeks ago
Toledo, Ohio, United States Express Employment Professionals Full timeJob Title: Financial Management SpecialistAbout the Job:We are seeking a highly skilled Financial Management Specialist to join our team in Industry, CA. As a key member of our finance department, you will be responsible for managing and updating financial records, preparing accurate and timely financial statements, and conducting regular...