Financial Advisor - Insurance & Wealth Planning
Western & Southern Financial Group
Western & Southern Financial Group is seeking a Financial Representative in Heath, Ohio. This role involves educating middle-income clients on risk protection and financial solutions while developing marketing strategies to attract new clients. Responsibilities include meeting with clients, maintaining records, and upholding compliance with company standards. A High School Diploma is required, while a Bachelor's Degree is preferred. Strong interpersonal skills and a work ethic are essential for success in this position. #J-18808-Ljbffr Western & Southern Financial Group
$50 - $60 per hour
...use their expertise to help shape how AI understands financial principles and decision-making. In this role, you... ...Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be...SuggestedHourly payContract workFor contractorsWork experience placementRemote work$50 - $60 per hour
...use their expertise to help shape how AI understands financial principles and decision-making. In this role, you... ...Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be...SuggestedHourly payContract workFor contractorsWork experience placementRemote work- ...OH; HEATH Overview The purpose of the Financial Representative is to meet the needs of... ...risk protection, financial security, and wealth creation; analyzing needs; and... ...s) and develops appropriate marketing plan to sell insurance and investment solutions. Travels throughout...SuggestedWork at officeLocal area
$44.72k - $57.5k
...opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners... ...options; employee and spouse/child life insurance; short and long-term disability... ...with PNC match, pension and stock purchase plans; dependent care reimbursement account;...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work- ...Duties Assumes responsibility for the efficient, effective, and accurate performance of Teller functions. Greets members and processes financial transactions personally, over the telephone, or through the mail, including opening and closing accounts, disbursing cash, issuing...SuggestedPart timeWork at office
- A Fortune 500 financial services company is looking for a motivated Financial Representative in Heath, Ohio. The role involves working... ...financial needs and recommend effective solutions, including life insurance products. Candidates should be customer-focused with strong...
- ...for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location... ...participate in Western & Southern Life’s benefit plans, subject to the terms of those plans. Our...Full time
- ...retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their... ...together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect...Immediate startAfternoon shift
- Woodforest National Bank is seeking a Branch Banking professional in Heath, Ohio. In this full-time role, you will engage in sales and recommend bank products while providing excellent customer service. The ideal candidate has experience in sales and customer service, preferably...Full time
- ...National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships... ...to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove...Full timeLocal area
- ...Financial Relationship Banker - Registered Our branch banking roles offer a welcoming and inclusive team environment where you are... ...status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE Securities Industry Essentials. If the candidate...Work at officeRemote workWork from homeFlexible hours
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support...Immediate startAfternoon shift
- Responsibilities Develop, implement, and control contractual, financial, and technical aspects of a project/program through designated phases of the acquisition cycle. Plan, organize, direct, and coordinate activities of functional specialists including contracting, engineering...For contractorsWork at officeImmediate startRemote workShift workAfternoon shift
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Afternoon shift
- ...Description Job Description Pegasus Staffing Partners is partnering with a growing manufacturing organization seeking an experienced Financial Analyst to lead plant-level financial operations and support strategic business initiatives. This role is ideal for a hands-on...For contractors
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