Financial Solutions Advisor
The Western and Southern Life Insurance Company
Join a Fortune 500 company as a Financial Representative and be part of a dynamic team dedicated to helping clients achieve their financial goals. This role offers the opportunity to work closely with clients in your community, providing tailored solutions that include life insurance and other financial products. With a focus on customer service, networking, and results, you'll thrive in an environment that values growth and impact. Enjoy a full-time position with access to excellent benefits, including medical and dental insurance, a 401(k) plan with company match, and a rare defined benefit pension plan. Explore your potential and apply today! #J-18808-Ljbffr The Western and Southern Life Insurance Company
- Western & Southern Financial Group seeks a Financial Representative in Loveland, Ohio, to meet the needs of middle-income clients through... ...markets, developing marketing plans, and selling financial solutions ethically while maintaining strong client relationships. Qualifications...Suggested
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- ...Insurance Company in West Chester, OH is seeking a full-time Financial Representative to help clients protect what matters most by understanding... ...their financial needs and offering life insurance and related solutions. You will engage with community members and build lasting...SuggestedFull timeLocal area
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- ...Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative,... ...their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance...Full time
- Andy McMahon - State Farm Agent in Mason, OH is seeking a Financial Services Representative to market financial products, educate clients... ...closely with clients, identify needs, and present tailored solutions while maintaining regulatory compliance. #J-18808-Ljbffr Andy...Flexible hours
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- Summary The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities Responsible for personal production goals and...Temporary workWork at office
- ...builds and strengthens customer relationships by identifying financial needs, recommending appropriate products and services, and connecting... ...Ability to identify customer needs and recommend appropriate solutions Strong problem-solving, critical thinking, and decision-...Part timeWork at office
- ...with rotations in operations and Sales & Service, plus a certification upon completion. You will build customer profiles, recommend solutions, and drive cross-sell opportunities while processing teller transactions. The role emphasizes risk awareness, ethical behavior,...
- ...Banker to safeguard and grow consumer and business banking relationships. You will identify clients' financial goals and recommend deposit, loan and other banking solutions while delivering outstanding service. Responsibilities include building relationships through...
- ...a certification for the Retail Personal Banker job family. The position emphasizes a consultative sales process to meet customer financial needs, with responsibilities spanning acquiring new households, deepening relationships, and handling teller transactions as part...
- ...in Ohio seeks a Relationship Banker to grow consumer and business relationships by understanding financial goals and offering suitable deposit, loan and banking solutions. You will work in an office setting, provide outstanding service, develop referrals, promote digital...Work at office
- Huntington National Bank seeks an experienced HFA Financial Advisor Senior in Springboro, Ohio. This role focuses on identifying client needs and offering tailored financial solutions while achieving personal production goals. Responsibilities include coaching branch staff...
- ...Financial Aid Advisor Hondros College of Nursing, West Chester, OH This role supports our Cincinnati campus and is on-site with the option for remote work up to 2 days per week. The Financial Aid Advisor will provide information and support to students, families...Work at officeRemote work2 days per week
- ...WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage with clients to understand their... ...financial expertise to offer comprehensive solutions, including investment opportunities, retirement...
- Hondros College of Nursing in West Chester, OH is seeking a Financial Aid Advisor to support our Cincinnati campus on-site with up to two remote days per week. You will provide information on financial aid options, eligibility, repayment options, and budget guidance to...Remote work2 days per week
- Hondros College of Nursing in West Chester, OH, on-site with remote work up to 2 days per week, is seeking a Financial Aid Advisor. You will guide students and families through the financial aid process, review policies, and assist with aid processing and payment planning...Remote job2 days per week
- Andy McMahon - State Farm Agent in Mason, Ohio, is seeking a Financial Services Representative to join their team. The ideal candidate will market financial products while providing excellent consultative support to customers on their insurance and investment needs. This...
- ...deposits, withdrawals, and payments, assist with account inquiries, and connect customers with banking resources to help meet their financial goals. The role emphasizes accurate transactions, strong interpersonal skills, and teamwork to support daily branch operations. #J...Part time
- ...to leverage that information in creating customized customer solutions.Managing Risk - Assessing and effectively managing all of the... ...including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$63.75k - $106.25k
...exceptional experience in every interaction. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs. Leverages client... ...Banking and Investing partnership with a PNC Financial Advisor. Ensures a strong client commitment and advocacy...Full timeTemporary workPart timeWork experience placementWork at office$41.25k - $68.75k
...customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations...Temporary workWork experience placementWork at office- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes...Work at officeFlexible hoursShift workWeekend workDay shift
- ...satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to...Work at office
$52.5k - $87.5k
...conversation skills. Delivers client well-being through tailored solutions aligned with clients’ wholistic needs, including deposits,... ...to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Your responsibilities include...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...will acquire and deepen the branch customer base, drive proactive sales, and deliver a differentiated customer experience across PNC solutions to grow loyalty. The role emphasizes risk-aware operations, collaboration with ecosystem partners, and strong knowledge of banking...
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