Retirement Planner/Financial Advisor
AlerStallings
Golden Reserve is looking for an experienced financial retirement planner for our Greater Cleveland locations (including Independence, Sheffield Village, Pepper Pike, and Akron). We understand the challenges of breaking into the financial industry and support our team by providing all client leads through TV, radio, seminars, and digital channels. What We Offer Salary: Retirement Planner – $150,000, increasing to $175,000 in Year 2 (2–4 years of client‑selling experience). Senior Retirement Planner – $175,000, increasing to $200,000 in Year 2 (5+ years of client‑selling experience). Salaries are ongoing, include uncapped production, and bonus compensation. Benefits: Generous PTO, Health Insurance, Dental Insurance, 401(k), and Life Insurance. Leads & Support: All pre‑qualified leads are provided; no need to build a book of business. Responsibilities Convert delivered leads into new client accounts. Provide excellent service to existing clients. Demonstrate commitment to our sales systems, training, and innovative approach to financial services. Qualifications Three (3) years or more of new client meeting experience. State Life and Health Insurance Licenses. FINRA Series 65 registration or equivalent. GRIT: accountability, ownership, problem‑solving, and toughness. If you want to help us change the world of finance, please complete the application and submit your résumé. #J-18808-Ljbffr AlerStallings
$150k
A financial services company in Greater Cleveland is seeking an experienced financial retirement planner. The role offers a competitive salary starting at $150,000 with increasing potential, alongside generous benefits including 401(k) and health insurance. Candidates...Suggested$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... ...63, and more Certified Financial Planner® licensing support2 Fully company‑...SuggestedFull timeContract workFor contractorsWork at office- ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ...such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hours
$75k - $150k
...About the Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role We are hiring experienced Financial...SuggestedFull timeLocal areaRemote workRelocation- Prudential Advisors is looking for an experienced financial professional in the Cleveland area that is interested in working with Prudential existing client... ...with the benefits of being an employee. Three retirement programs: a 401(k) with a 4% match, a cash balance pension...Suggested
- Skylight Financial Group, one of the region's largest financial planning firms, provides financial... ...over $600 billion in assets. As an Advisor, you will be creating a comprehensive... ...fund a college education, prepare for retirement, protecting themselves from the risks of...Immediate start
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern... ...63, and more Certified Financial Planner licensing support Fully company‑...Work at office- ...Maintaining capital account balances under the supervision of Townsend's Fund Controller Assist fund administrators with quarterly financial reporting to the limited partners Produce limited partner capital account statements on Investran software Assist in the...
- Northwestern Mutual in Cleveland is seeking College Financial Representatives for our internship program. You will build a portable financial planning practice while gaining guidance from local and nationwide experts, exclusive products, and the support of a Fortune 500...Full timeInternshipLocal areaFlexible hours
$200k - $250k
A dynamic wealth management firm in Cleveland is seeking driven Financial Advisors. This salaried-plus-bonus position allows advisors to focus on holistic financial planning with no pressure for cold prospecting. The role offers substantial first-year earnings between...$61k - $250k
Northwestern Mutual is seeking a Financial Advisor in Cleveland, Ohio. This unique opportunity allows you to start a business focused on helping clients achieve their financial goals through personalized planning. The role involves growing your client base, building tailored...- Who We Are At Corebridge Financial, we believe action is everything. That’s why every day... ...helping Americans plan for and enjoy a secure retirement for more than half a century. We are an... .... We are searching for a Financial Advisor to provide a personalized retirement and...Local areaImmediate startRelocation
- Senior Financial Advisor -Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform. This opportunity is ideal for advisors looking for...Remote workFlexible hours
- Corebridge Financial Services in the Cleveland area is seeking a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. You will meet with existing and prospective clients to plan their financial future...Flexible hours
$35 - $40 per hour
...to 4% of compensation ~ Tuition Assistance ~ Student Loan Repayment ~ Paid Licensing / Certification Fees and Renewals ~ Financial Rewards for Obtaining Licensure ~ Employee Referrals ~ Annual Wellness Reimbursement for anything wellness related (Gym memberships...Local area- ...Perform daily cash reconciliations and record accurate journal entries across multiple entities · Prepare monthly financial statements for multiple fund entities with precision and timeliness · Assist with budget preparation and support fund quarter...
$80k - $100k
At CHAMP, we are redefining the technology used by Motor Vehicle Agencies and their stakeholders. We do so with innovative, cloud-based software that enhances efficiency, security, and interoperability. Our solutions replace outdated processes with modern, scalable platforms...Full timeWork at officeImmediate startRelocationRelocation packageFlexible hours- The Security Analyst will support cybersecurity efforts across highly automated manufacturing environments, with a primary focus on Operational Technology (OT) security and vulnerability management. This individual will be responsible for identifying, assessing, prioritizing...Full time
$61k - $119k
...Job title: Financial Advisor Description: Becoming a Financial Advisor Becoming... ...Advisory Services * Trust Services * Retirement Solutions * Business Needs Analysis... ...63, and more * Certified Financial Planner® licensing support2 * Fully company-...Work at office$67.5k - $172.5k
...funds, homebuilders, real estate operating companies (REOCs), and subscription/capital call facilities.This role applies advanced financial, structural, and risk analysis to assess borrower creditworthiness, evaluate repayment capacity, and structure transactions in alignment...Full timeTemporary workPart timeWork experience placementWork at office- ...with: Unlimited income potential, plus bonuses & other awards Financial support during your early years to help you build your business... ...who decide that recruiting and developing their own team of advisors. Additionally, we offer niche markets for those who specialize...Work at officeLocal areaWorldwide
- Skylight Financial Group, a long-standing regional financial planning firm, seeks an Advisor to craft comprehensive plans helping clients reach goals such as college funding, retirement, and risk management. You will operate within a supportive, non-commission environment...
- ...customer creditworthiness and establish credit limits • Monitor accounts receivable aging and drive collection efforts • Analyze financial statements, payment trends, and credit reports • Partner with Sales, Finance, and Accounting to resolve customer issues •...Full time
- Job Description Job Description Our client is strengthening its security operations as its network and business systems grow across multiple states. They are seeking an experienced Security Analyst II to investigate and respond to security events across email, identity...
$75k - $150k
...discover top talent. We are recruiting for a Financial Consultant. Candidates must be located... ...'s current investment services include retirement planning/cash-flow modeling, estate plan... ...with our client to serve as the main advisor for their wealth management needs. Discuss...Remote work- ...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...__________________________________________________ Financial Advisor Wealth Management Parma area, Brecksville, OH Job...Full time
$96k - $181k
...submission to FHA.Complete, review, and ensure accuracy of all required HUD-form documents for application submissions.Build and analyze financial models to evaluate loan feasibility, cash flow projections, and risk scenarios.Drive all assigned transactions through the...Full timeWork at officeFlexible hoursNight shift- ...production by maintaining an individual pipeline of work.Reviews all financial and credit application information to make sound credit... ...insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time...Full timeWork at officeRemote workWork from homeFlexible hours
$75k - $150k
...successful in this position.Preferred SkillsBook Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales OpportunitiesCompetenciesAccuracy and Attention to Detail, Business Acumen, Customer Experience Management...Full timeTemporary workPart timeWork experience placementWork at office$96k - $181k
...Acrobat, with the ability to leverage these platforms for efficient documentation, analysis, and communication.Skilled in utilizing financial calculators and Excel-based financial modeling tools to perform advanced underwriting, scenario analysis, and data-driven decision...Full timeWork at officeFlexible hoursNight shift
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