Investment Advisor - Wealth & Client Growth
Yourstatebank
Yourstatebank in Bowling Green, Ohio, is looking for an Investment Advisor to provide brokerage and investment services to clients. The ideal candidate will have a Bachelor's degree in Finance or a related field and at least four years of relevant experience. Responsibilities include identifying client financial needs, recommending investment products, and ensuring compliance with regulations. Strong relationship management, communication, and sales skills are essential. The position supports career advancement within the growing community bank. #J-18808-Ljbffr Yourstatebank
- ...integrity, while continuing to invest in our people and the... ...and organizational growth. Our approach... ...regulations Ability to assess client financial objectives, risk... ...‑based brokerage or wealth management environment... ...RESPONSIBILITIES The Investment Advisor is responsible for...SuggestedWork at officeHome office
- ...and sales experience, and strong communication skills. Responsibilities include providing top-notch customer service, identifying growth opportunities, and educating customers about banking technology. This position is office-based, supporting a workplace that enhances...SuggestedWork at office
- PNC in Maumee, OH is looking for a Personal Banker to enhance customer relationships and drive sales growth. You'll manage customer experiences, utilize PNC solutions to build loyalty, and actively engage in sales conversations. Applicants should have 3+ years in banking...Suggested
- A leading life insurance firm located in Maumee is seeking a Financial Representative to assist clients in understanding their financial needs and recommending solutions. This role requires strong interpersonal skills and a customer-focused approach. You'll engage with...Suggested
- ...to apply, as we’ve consistently seen them succeed in sales and client relationship roles. If you’re competitive, disciplined, and purpose... ...are available. What We Offer Ongoing training & support Growth opportunities Our Marketing Group presets your appointments on your...SuggestedFull timePart time
- ...a results-oriented Private Wealth Advisor to join our team. In this position... ..., you will engage with clients to understand their financial... ...solutions, including investment opportunities, retirement planning... ...health resources ~ Career growth opportunities and ongoing training...
$44.72k - $56.5k
...service activities, managing customer experience, and driving revenue growth through PNC solutions. Job Description Acquire and deepen the... ...appointment setting, and effective lobby engagement to elevate client loyalty. Deliver a full PNC conversation with every client...Temporary workWork experience placementWork at office$50 - $60 per hour
...s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You’...Hourly payContract workWork experience placementRemote workFlexible hours- ...Handle inbound and outbound calls to potential and existing clients, answering inquiries and assisting with product recommendations. Schedule appointments and assist clients in selecting life insurance products tailored to their needs and budget. Present products through...Full timeRemote work
- ...assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and... .../team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. Provide guidance to CSRs...Work experience placementWork at office
$44.72k - $56.5k
...outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem...Full timeTemporary workPart timeWork experience placementWork at officeShift work- Fifth Third Bank in Bowling Green, Ohio is seeking a Personal Banker Associate I to join their team. This role involves engaging customers through a consultative sales process to meet their financial needs and develop lasting relationships. Selected candidates will undergo...
- ...outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem...
$20 per hour
Monarch Investment And Management Group is seeking a full-time Assistant Property Manager for Valley Stream Apartments in Toledo, OH. This role involves leasing apartments, maintaining property appearance, and managing marketing efforts. Ideal candidates will have multifamily...Hourly payFull time$115k - $145k
...Assisting with expert written reports; Leading teams of junior analysts; Presenting findings to colleagues, experts, and clients. Our small size provides opportunities for experienced Analysts to interact closely not only with senior consultants and academic...Full timeWork experience placementLocal area- ...project management decisions. Serve as an independent, objective advisor to project leadership on project health, uncertainty, and... ...construction management (EPCM) firm, provides comprehensive support to clients from concept through startup. With over a decade of...Work at officeLocal area
- ...connected thousands of consultants with meaningful roles through a personal, communication-driven approach, partnering with a diverse client base to build high-performing teams and create lasting impact. Our comprehensive service offerings cover a wide range of...Contract workFor contractorsLocal area
- ...Business to Business sales experience. Ability to build, deepen and retain relationships. Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills. Excellent verbal and written...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- Huntington Bancshares, Inc. is seeking a Financial Relationship Banker in Perrysburg, Ohio. This role empowers you to help customers achieve their financial goals in an inclusive team environment. You will proactively identify customer needs, provide excellent service, ...Work at office
$62.5k - $89k
...experience with renewable energy and/or technology, preferred. Demonstrated history of ability to manage tasks in a fast paced and high growth environment; Ability to make recommendations for process improvement. Required Skills / Competencies: Ability to perform...Temporary workWork experience placementWork at office- ...experience with renewable energy and / or technology, preferred. Demonstrated history of ability to manage tasks in a fast paced and high growth environment. Ability to make recommendations for process improvement. Bachelor's degree in finance related field, required....Temporary workWork at officeRelocationRelocation package
- ...forecasting, reporting, and analysis that helps drive profitable growth. This is a high-visibility role for someone who is curious,... ...organized results Evaluate capital expenditures, depreciation, investment opportunities, rate of return, and financial statements Continuous...For contractorsLocal areaWork visa
- ...Dunbridge, OH is seeking a Financial Analyst to support budgeting, forecasting, reporting, and analysis aimed at driving profitable growth. This role involves collaboration with leaders, preparation of financial statements, and process improvements to enhance data...
- ...manuals Consolidate labor and material estimates into a summary proposal Create project milestone schedules Read and interpret client-supplied bid documents Utilize the Nooter Management System (NMS) to adhere to policies and processes Attend pre-bid and jobsite...Contract workWork experience placementLocal areaFlexible hours
- Estimator 1 Perrysburg, OH Come Join Us! From apartments in New York to hospitals and stadiums in Dallas, libraries at prestigious universities to creating modern retail experiences, our teams contribute architectural glass and building products to projects that...For subcontractorInternship
- Title Clerk Position America's Auto Auction Toledo is looking to for an experienced title clerk to join our growing team! The title clerk supports auction operations by processing vehicle title documentation accurately and in compliance with applicable state requirements...Work at office
- The Andersons, Inc. is seeking an SAP FI-CO Analyst in Maumee, OH. This role involves the design and implementation of SAP modules, supporting production systems, and analyzing business requirements. Ideal candidates have 2-5 years' experience, a Bachelor's degree in a ...Full time
$62.5k - $89k
First Solar is hiring an Analyst II of Manufacturing Finance in Perrysburg, Ohio. This role focuses on providing essential financial support and process insights for manufacturing sites. Ideal candidates will possess a Bachelor's degree in finance and 2-6 years of relevant...- A construction services company in Perrysburg, Ohio, is seeking a Mechanical Estimator to join their Estimating Team. The ideal candidate will have a mix of estimating experience, analytical skills, and knowledge of estimating databases. Responsibilities include performing...Flexible hours
- A construction services company is seeking a Mechanical Estimator in Perrysburg, Ohio. The Estimator will be responsible for providing estimating services for projects, performing material takeoffs, and consolidating estimates into proposals. This position offers a flexible...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Advisor - Wealth & Client Growth. Be the first to apply!



