Wealth Investment Advisor — Client Relationships & Growth
Farmers National Bank of Canfield
Farmers National Banc Corp. seeks an experienced investment-focused professional to assist clients with mutual funds, annuities, and CDs, while growing the book of business. You will research securities, conduct client meetings, and coordinate with branch staff to service a 125+ client base with $5–$10 million in assets. Licensing and compliance training required. Flexibility for some travel and ongoing licensing within 6 months will be required; strong sales and relationship skills are #J-18808-Ljbffr Farmers National Bank of Canfield
- ...professional to serve as the first point of contact for financial center clients in Niles, IL. The role involves uncovering personal banking... ..., and connecting clients to specialists. You will deepen relationships through platform services and support self-service or...Suggested
- ...Group is seeking a results-oriented Comprehensive Wealth Advisor to join our team. You will engage with clients to understand their financial objectives and... ...expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth...Suggested
- ...Associate (Business Development Track) to build professional relationships and drive growth in financial services. The role offers a base salary plus... .... As a Financial Services Associate, you will develop client relationships, identify needs, and support professionals in...Suggested
- ...Relationship Banker - FNB Corp### Relationship BankerApply: Boardman, OH: Part time: Posted Today: 2026-02555## Primary Office Location:670 Boardman-Poland Road. Boardman, Ohio. 44512.## **Join our team. Make a difference - for us and for your future.****Position Title...SuggestedPart timeWork at officeNight shift
- ...oriented Comprehensive Wealth Advisor to join our team. In... ...you will engage with clients to understand their... ...solutions, including investment opportunities, retirement... ...long-term client relationships. If you are driven by... ...health resources Career growth opportunities and...Suggested
- ...apply, as we’ve consistently seen them succeed in sales and client relationship roles. If you’re competitive, disciplined, and purpose-driven... ...are available. What We Offer Ongoing training & support Growth opportunities Our Marketing Group presets your appointments...Full timePart time
- ...: This position will assist clients by providing sound financial... ...opportunities associated with investing. This role will typically... ...sales opportunities, developing relationships, sales of new products and... ...: INVES002289Job Category: Wealth ManagementSchedule: Full-TimeFull timeLocal area
$61k - $119k
...Becoming a financial advisor at Northwestern... ...can help your clients achieve their goals... ...Funding Investment & Advisory Services... ...investments for growth, insurance for protection... ...their goals Grow relationships with clients to... ...Northwestern Mutual Wealth Management...Full timeContract workFor contractorsWork at office- F.N.B. Corporation in Youngstown, OH, is seeking a Relationship Banker to support consumer banking transactions, account servicing, and lending. You will drive branch sales, refer customers to appropriate products, and work across locations as needed to meet market needs...
- ...Description SUMMARY: This position will assist clients by providing sound financial advice... ...and opportunities associated with investing. This role will typically handle 100-15... ...new sales opportunities, developing relationships, sales of new products and maintaining...Local area
- ...you achieve your career goals, just like we help thousands of clients reach their financial goals. Build Your Future Here: Thinking of... ...Best-in-State Banks 2020, 2021. 2025 and 2026 TIME’s America’s Growth Leaders 2026 award winner At Peoples Bank, we know that there is...Part timeWork experience placementLocal areaNight shift
- Huntington Bancshares, Inc. is seeking a Portfolio Support Associate for our Private Bank to assist Portfolio Managers with daily client relationships, meeting preparation, and risk monitoring. You will work closely with equity and fixed income desks, support client service,...
- ...the needs of middle-income clients by educating them on risk protection... ..., financial security, and wealth creation; analyzing needs;... ...plan to sell insurance and investment solutions. Travels... ...Proactively develops community relationships to cultivate and travels within...Work at officeLocal area
$85k - $155k
...As a Manager on our Registered Investment Company (RIC) Tax team, you’ll... ...and compliance for RICs, guide clients through complex transactions, and... ...opportunity to build strong relationships with clients while fostering a culture of growth, collaboration, and excellence....Full timeContract workWork at office$17 - $20 per hour
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly...Full timeTraineeshipWork experience placementLocal areaMonday to Friday- BRT Extrusions Inc. in NILES, OH is seeking a Financial Analyst to partner with operations and leadership to analyze performance, support budgeting, and identify opportunities to improve profitability and EBITDA. The role emphasizes data accuracy, robust reporting, and ...
- ...forecasts, and projections Build and maintain financial models to support decision‑making Assist in evaluating business investments and growth initiatives Develop management reporting tools to improve processes Support budgeting, forecasting, and overall business...
- ...not handed out. Our Financial Advisor Development Program is... ...service financial planning and wealth management firm committed to... ...skills in financial planning, client relationship management, prospecting,... ..., and grow with a team that invests in your success, we’d love to...
- ...Managers in the day-to-day management of high-net-worth client portfolio relationships and associated service needs. Prepare and coordinate materials... .... Learn the composition and management of diversified investment portfolios. Attend client and prospect meetings to gain...Full timeBank staffH1bWork at officeRemote workWork from homeFlexible hours
- ...item requirements preferred - Strong verbal and written communication skills - Proven ability to handle difficult and confidential client interactions - Must possess basic computer skills and knowledge, specifically experience with Excel - Must be a notary (or able to...
$30k - $50k
.... Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service... ..., an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be...Full timeTemporary workPart timeWork experience placementWork at office$63.75k - $127.5k
...the company’s success. As a Wealth Advisor in PNC Wealth Management,... ...Description Consults on investment and insurance strategies, as... ...development of financial plans for clients. Grows and retains an... ...and maintains client relationships through business development...Full timeTemporary workPart timeWork experience placementWork at office- ...emphasis on risk management and compliance with GLBA to protect private financial information in the management of Third Party Vendor relationships. This position will work with risk managers and business partners to maintain a comprehensive risk mitigation process associated...Full timeContract workShift work
- ...to department and professional standards and identify opportunities for audit process improvementEstablish and maintain strong relationships with business unit managementRemain current and increase knowledge of regulatory requirements that impact the organization, as well...
$68k - $106k
...$68,000 - $106,000 role built around ownership, teamwork, and growth. Key Responsibilities Read between the lines of what Youngstown... ...spent 7 years turning general headaches into routine wins for clients across Youngstown, OH. We measure Property Manager success by problems...Ongoing contractFreelanceRemote work- ...program including medical, dental, and vision coverage options, growth and development potential, along with 401-K, Life & Disability... ...strategic planning, customer and product profitability, return on investment, and business cases. Identify risks and opportunities...Summer workWork at officeLocal area
- ....00 - $85,000.00 per year About BRT Extrusions Inc. BRT Extrusions Inc. is a leading North American aluminum extruder serving high-growth markets, including data centers, automotive, and industrial applications. Following its merger with Can Art, the combined organization...
- ...driven graduates to join their Financial Advisor Development Program. This program... ...resources to build your own practice and client base. You will learn to design financial... ...financial success, with a focus on building long-term client relationships. #J-18808-Ljbffr MassMutual
- Talentify in Youngstown, OH is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation; assess needs and recommend financial solutions. The role emphasizes ethical client-focused advice and ongoing...
- ...Group, a Fortune 500® company. Location YOUNGSTOWN Role As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of...Full time
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