Senior FINRA Supervisory Specialist - Wealth Management
Dormont Manufacturing Co
Dormont Manufacturing Co. is hiring a FINRA Supervisory Specialist Senior for PNC Wealth Management in Cleveland, OH. This role involves supervising Financial Advisors to ensure compliance with securities regulations and internal policies. Successful candidates will possess the required FINRA licenses and a minimum of 3 years of relevant experience. The position offers robust benefits, including health insurance and a supportive workplace culture focused on employee growth. #J-18808-Ljbffr Dormont Manufacturing Co
$55k - $157.3k
...employees feel respected, valued and have an opportunity to contribute to the company’s success. As a FINRA Supervisory Specialist Senior within PNC's Wealth Management organization, you will be based within the PNC footprint at one of the major hub locations. PNC is...SeniorFull timeTemporary workPart timeWork experience placementWork at office$55k - $121k
FINRA Supervisory Specialist Senior - PNC Wealth Management OH - Cleveland (44114) Apr 30, 2026 $55K - $121K Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best...SeniorFull timeTemporary workPart timeWork experience placementWork at office$90k - $125k
A leading investment advisory firm in Beachwood, Ohio, seeks a Wealth Advisor to lead client engagements and provide comprehensive wealth management services. The ideal candidate will have 7+ years of experience, a CFP designation, and possess excellent communication and...Senior- TwinThread is seeking a Private Banker in Cleveland, OH, to manage client relationships and provide expert advice on wealth management. Applicants should have over six years of experience in Private Banking or Financial Services, a Bachelor’s Degree, and the required licenses...Senior
- A prominent wealth management firm in Beachwood, Ohio, seeks an experienced Wealth Advisor to serve high net-worth clients. Responsibilities include managing client engagements, executing investment strategies, and developing financial plans. Ideal candidates will have...Senior
$60k - $65k
JLL is seeking a Senior Associate in Lease Administration, primarily remote, to deliver lease management solutions to clients. The role involves coordinating lease abstractions, managing relationships, and performing financial analysis as part of a collaborative team. Qualifications...SeniorRemote job- A prominent wealth management firm in Cleveland is seeking an experienced Wealth Manager to provide financial, investment, tax, and estate planning solutions for clients. The role demands 7+ years in financial services with direct sales experience, proficiency in client...Senior
- ...Senior Wealth Manager Lido Advisors is a growing and established wealth management firm seeking an experienced Senior Wealth Manager to join our team. Reporting to the Regional Market Leader, this individual will be responsible for delivering personalized, comprehensive...SeniorFlexible hours
$77k - $214k
...Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20%... ...through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others,...SeniorFull timeH1b$124k - $335k
...Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20%... ...As an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on...SeniorFull timeH1bLocal area$124k - $335k
...Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A... ...and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping...SeniorFull timeH1bLocal areaOverseas$77k - $214k
...Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20%... ...companies to develop and implement creative tax solutions. As a Senior Associate you will analyze complex problems, mentor team members...SeniorFull timeH1b$76k - $125.3k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services... ..., and tax compliance. Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible for delivering...SeniorSummer holidayWork at officeLocal areaFlexible hours$55k - $98k
...contribute to the company’s success. As a Compliance Program Specialist Senior within PNC Wealth Management, you will be based in Cleveland, OH at the 1900 E. 9th... ...) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with...SeniorTemporary workWork at office$76k - $125.3k
Location: Anywhere in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax... ...advice, and tax compliance. Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible for delivering...SeniorSummer holidayWork at officeLocal areaFlexible hours$41.25k - $68.75k
...contribute to the company’s success. As an Operations Specialist within PNC's Wealth Management] organization, you will be based in Cleveland, OH. PNC... ...) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain...SeniorFull timeTemporary workPart timeWork experience placementWork at office- A financial services firm based in Cleveland, OH is seeking a Wealth Strategist Sr to manage complex tax, estate, and financial plans for clients. The ideal candidate will have at least 8 years of experience in financial operations and client relationship management. Responsibilities...Senior
$24k
Wealth Management Associate - Retirement Benefits Group Job located in the United States, primarily Cleveland, Ohio. The role is active across... ...to work in the United States. Training & Development FINRA Sponsorship: provided for required FINRA licensing. Preliminary...Work experience placementLocal areaRemote workFlexible hours$34k - $63.5k
...success. As a Trader Associate within PNC Wealth Management, you will be based in Pittsburgh, PA at... ...Job Description Partners with senior team members to support the trading process... ...Certification(s) Licenses FINRA Series 7 and 63 (or 66) required Pay...Full timeTemporary workPart timeWork experience placementWork at office- ...goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client... ...authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing...Work experience placementWork at officeLocal areaFlexible hours
- DFAS in Cleveland, Ohio seeks an accounting expert to oversee financial data management and ensure compliance with federal regulations. Candidates must possess a bachelor’s degree in accounting or related field, or equivalent experience, along with strong management skills...SeniorRemote work
- ...services company in Beachwood, Ohio, is seeking a Private Bank Wealth Advisor IV to manage high-net-worth client relationships and deliver... ...building new client relationships while coordinating with specialists to meet clients' financial needs. Opportunities for flexible...SeniorRemote jobFlexible hours
$72k
Maximus seeks an Outreach Coordinator based in Cleveland, Ohio, to develop and manage outreach strategies aligned with program goals. The ideal candidate will possess a Bachelor’s degree and at least five years of relevant experience, demonstrating strong communication...Senior- A leading financial services firm in Cleveland is seeking a Wealth Management Associate for its Retirement Benefits Group. This role involves... ...manager. Candidates must possess a bachelor's degree, be FINRA licensed, and have strong interpersonal skills. The position...
$41.25k - $68.75k
...Operations Specialist At PNC, our people are our greatest differentiator and competitive... ...an Operations Specialist within PNC's Wealth Management organization, you will be based in... ...Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals...SeniorFull timeTemporary workPart timeWork experience placementWork at office$80k - $94k
...various debilitating conditions. Position Overview The Senior Specialist I, Quality Assurance performs routine activities associated... ...Validation, continuous improvement initiatives, and life cycle management projects. The successful candidate will bring a strong...SeniorTemporary workH1bWork at office- ..., our people are our number one priority. With a wealth of learning and career development opportunities,... ...career in Advisory. KPMG is currently seeking a Senior Associate in SAP Supply Chain (Transportation Management and Warehouse Management) to join our Consulting...SeniorH1bLocal area
$95.86k - $208.27k
...our people are our number one priority. With a wealth of learning and career development opportunities... ...in Advisory. KPMG is currently seeking a Senior Specialist, MAST Application Penetration Tester to join our Managed Services practice. Responsibilities: Conduct...SeniorH1bLocal area$80k - $105k
...TRS Senior Associate The TRS Senior Associate is responsible for executing, leading... ...of a TRS Principal, Director or Senior Manager. Job Duties Partners with the Principals... ...travel Other duties as required Supervisory Responsibilities Supervises the day-...SeniorWork at office- ...Job Title General Manager Duties As a Front Line Manager you will: Plan work... ...program effectiveness. Exercises full supervisory authority over assigned staff, including... ..., and IRS systems. Serves as a senior advisor in resolving the most sensitive...Temporary work
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