Senior Investment Advisor
Park Avenue Group
Senior Investment Advisor
Angott Search Group is partnering with a $315 million credit union in the search for a Senior Investment Advisor. This is an exceptional opportunity for an experienced investment professional to help credit union members achieve their financial goals through personalized investment and insurance solutions. Working closely with licensed branch bankers, the Senior Investment Advisor will build trusted relationships, provide tailored financial guidance, and deliver an outstanding member experience.
Responsibilities:
- Build and manage a portfolio of investment and insurance clients through relationship-based financial planning.
- Develop and execute strategies to grow investment assets and exceed business objectives.
- Identify member needs and recommend customized investment, retirement, and insurance solutions.
- Partner closely with branch teams to generate referrals and strengthen member relationships.
- Coach and support licensed branch staff to enhance investment product knowledge and referral success.
- Collaborate with marketing to host financial education seminars and member outreach initiatives.
- Stay informed on market trends and economic conditions to provide informed financial guidance.
- Ensure compliance with FINRA, SEC, insurance, and internal regulatory requirements.
- Deliver an exceptional member experience built on trust, professionalism, and integrity.
Qualifications:
- Minimum 5 years of financial services sales and investment advisory experience.
- Proven success building client relationships and growing investment portfolios.
- Series 65 or Series 7 license required.
- Ohio Life & Health License preferred.
- Bachelor's degree preferred.
- Strong consultative sales, relationship management, and financial planning skills.
- Experience with the Schwab platform is a plus.
- Coaching and mentoring experience preferred.
- Excellent communication and active listening abilities.
Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Senior Investment Advisor in Cleveland, OH vacancy
$100k - $291.85k
...contribute to the company’s success. As a Senior Counsel within PNC's Corporate... ...central role supporting PNC’s registered investment adviser engaged in private credit fund management... ...companies, and will serve as a legal advisor to one or more advisers. Familiarity with...SeniorFull timeTemporary workPart timeWork experience placementWork at office- ...Investment Advisor Provide technical expertise related to investment questions and issues in support of servicing clients. Establish strong relationships with vendors, record-keepers, investment managers, and custodians. Gather and maintain market intelligence related...Senior
$112k - $228.8k
...opportunity to contribute to the company’s success. As a Senior Fixed Income Credit Analyst within the PNC Capital Advisors organization, you will be based in Baltimore, MD... ..., other fixed income experience across investment grade and high yield •Understanding of securities...SeniorFull timeTemporary workPart timeWork experience placementWork at office$180.2k - $355.1k
...for this role ends on 9/30/2026. Work you'll do As an Actuarial Senior Manager on the Human Capital team, you will be responsible for... ...and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive...SeniorLocal areaVisa sponsorship$128k - $252.5k
...this role ends on 09/30/2026. Work you'll do As an Actuarial Senior Consultant on the Insights, Innovation & Operate team, you will... ...and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive...SeniorLocal areaVisa sponsorship$128k - $252.5k
...complex challenges across the healthcare ecosystem. As an Actuarial Senior Consultant, you will apply actuarial, strategic, and analytical... ...rates and prepare results for client review Build return on investment models for medical management and other health plan initiatives...SeniorWork at officeLocal areaVisa sponsorship$146.3k - $298.87k
...all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a LOB Risk Manager Senior within PNC's Corporate & Institutional Banking Risk organization, you will be based in either Pittsburgh, PA, Dallas, TX, or Cleveland...SeniorFull timeTemporary workPart timeWork experience placementWork at office- ...and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive... ...outcomes for our communities. From entry-level employees to senior leaders, we believe there's always room to learn. We offer...SeniorLocal area
$77k - $202k
...ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business diligence services to clients involved in mergers, acquisitions, and...SeniorFull timeH1b$155.6k - $306.8k
...26. Key job responsibilities include: Guidance and Support to Senior Business Leaders within the Firm Serves as liaison between firm... ...and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive...SeniorContract workFor subcontractorWork at officeLocal area- ...development of action plans. Deliver Results: Communicate results of pricing analyses to various audiences such as underwriting and senior management. These findings will include profitability drivers and trends in operational diagnostics of the business. Pricing...SeniorLocal areaFlexible hours
- ...task relating to people and process.Large wholesale lenders are investing heavily in modernizing their business, technology, and data to... ...generation Wholesale credit technology offerings. Become a trusted advisor for C-suite clients looking to solve critical business problem....SeniorFull timeLive inWork at officeLocal area
$68.08k - $113.4k
...Senior Trustee Consultant Where ambition meets innovation. Build a career that matches all your initiative with an impressive... ...delegated model The Private Trust Company enables LPL Advisors to maintain investment management and relationship management responsibilities....SeniorWork experience placementWork from home- Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market... ...strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of...SeniorBank staffWork at office
- ...founder mindset doesn’t happen by chance. We invest in training and development in a big way,... ...of the Investment Banking Consulting Senior Manager may include:Lead the design, execution... ...client requirements.Act as a trusted advisor to senior and executive sell-side...SeniorFull timeLive inWork at officeLocal area
- ...governance, IT general controls (ITGCs), cybersecurity risk, SOX compliance, and process improvement initiatives. Serve as a trusted advisor to executive leadership, Audit Committees, and Boards of Directors. Oversee outsourced and co‑sourced internal audit and risk...SeniorFlexible hours
$110.7k - $218.3k
...shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their... ...and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive...SeniorLocal areaVisa sponsorship- MRI Software is seeking a Senior Financial Analyst - FP&A to join our team! This individual will support our professional services business... ...community of people who truly feel they belong. Whether we’re investing in employee resource groups or providing tailored resources for...SeniorFull timeWork at officeFlexible hours
$118.7k - $218.6k
...4/2026. Work you'll do As a Profitability Costing Allocations Senior Consultant, on the Business Finance team, you will be responsible... ...and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive...SeniorLocal areaVisa sponsorship- ...Description As a Health and Benefits Financial/Actuarial Senior Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding...SeniorTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
WTW inc.
Cleveland, OH1 day ago $128k - $268k
...Cleveland OhioJob SummaryThe Family Wealth Investment Consultant Manager leads a team of... ...-worth clients.Serve as lead investment advisor on a select book of complex Family Wealth... ...consistency across the team.Serve as a senior investment resource, supporting complex...Full timeWork at officeFlexible hoursNight shift$112k - $208k
...Investment Advisor III At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where...Full timeTemporary workPart timeWork experience placementWork at office$116.2k - $229.1k
...ends on 09/14/2026. Work you'll do As a Finance Analytics & AI Senior Consultant, you’ll work with the best in the business to solve... ...and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive...SeniorVisa sponsorship$96k - $181k
...Senior Manager, Business Risk and Controls The Senior Manager, Business Risk and Controls manages a team of risk managers and risk... ...to assess, clarify, and appraise significant risks inherent in investment activities as well as to ensure that internal controls, policies...SeniorWork experience placementWork at officeLocal areaFlexible hours- Job Description We are looking for a Senior Financial Analyst to work for our client. The ideal candidate aligns with the responsibilities and qualifications outlined below. This opportunity is ideal for a data-driven finance professional who wants to operate at the intersection...Senior
Ringside Talent Acquisition Partners
Cleveland, OH23 hours ago $100k - $115k
Job Title: Senior Financial Analyst Location: Cleveland, Ohio (Hybrid - Downtown) Schedule: Full-Time, Monday - Friday Salary: $100,000-$115,000 About Us: We are a nationally recognized, high-growth professional services organization with a strong presence in the Cleveland...SeniorFull timeMonday to FridayCreative Financial Staffing
Cleveland, OH23 hours ago$110.7k - $218.3k
...NetSuite Senior Consultant Today's finance leaders face increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement...SeniorRemote work$80k - $110k
A reputed real estate company in Cleveland is looking for skilled property management professionals to enhance community living and manage multifamily properties. Positions available require multi-site management, strong interpersonal skills, and a commitment to excellence...Senior$75k - $85k
...seeking a detail-oriented and analytical Senior Treasury Analyst to support the treasury... ...and determine funding availability for investing/debt paydown Support Property Accounts... ...and Roth IRA- Including Free Financial Advisors and Employer Match 9 Paid Holidays per...SeniorFull timeTemporary workPart time$70k - $140k
...HFA Financial Advisor Senior - Branch The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs... ...all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial...SeniorTemporary workWork at officeRemote workWork from homeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Advisor. Be the first to apply!
Related searches
- investment consultant Cleveland, OH
- investment advisor Cleveland, OH
- senior safety specialist Cleveland, OH
- senior technology project manager Cleveland, OH
- remote senior business analyst Cleveland, OH
- senior manager clinical operations Cleveland, OH
- senior supervisor Cleveland, OH
- senior leadership Cleveland, OH
- senior business analyst Cleveland, OH
- senior grant accountant Cleveland, OH