Senior Financial Advisor
$150k - $200kGolden Reserve LLC
Golden Reserve, LLC in Cleveland, Ohio, is seeking an experienced financial sales professional to conduct client meetings and uphold company standards. This role provides the opportunity to focus on retirement planning without needing to source clients directly. Unique aspects of the role include a base salary between $150,000 and $200,000, along with guaranteed increases and bonuses. Candidates must have at least three years in new-client financial services sales and relevant licenses. The position offers access to pre-qualified leads, generous PTO, and comprehensive health benefits, making it a rewarding opportunity for driven professionals. #J-18808-Ljbffr
$64.2k - $116.4k
...Antonio, Charlotte The opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced, finance... ...of P2C, who independently owns and manages engagement level financial and operational activities throughout the opportunity and engagement...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hours- ...We are looking for a Senior FP&A Analyst to work for our client. The ideal candidate aligns with the responsibilities and qualifications... ...a strategic and analytical Senior FP&A Analyst to support financial planning, forecasting, reporting, and operational decision-making...Senior
- ...well as Medicare Advantage, Medicare Supplement, and individual plans. Job Summary Provides complex analysis and accurate and timely financial information. Generates management reports and interfaces with corporate departments where necessary. Works independently to solve...SeniorWork at office3 days per week
- CrossCountry Mortgage, LLC in Cleveland, OH is seeking a Sr. Corporate Loan Processor to manage documentation for loan approvals. The role includes communicating with customers and vendors, analyzing borrower information, and ensuring compliance with regulations. The ideal...Senior
- A healthcare organization in Cleveland is seeking an individual to manage the IS Security Program. Responsibilities include ensuring security policies and standards are adhered to, maintaining operational responsibility for security products, and helping to develop a security...Senior
- ...Medicare Advantage, Medicare Supplement, and individual plans. Job Summary: Provides complex analysis and accurate and timely financial information. Generates management reports and interfaces with corporate departments where necessary. Works independently to solve...SeniorCasual workWork at officeRemote work3 days per week
- ...Senior Information Security Analyst We are conducting a search for a highly skilled Senior Information Security Analyst to join a dynamic team in Cleveland, OH, contributing to the development and execution of advanced cybersecurity strategies. The ideal candidate...Senior
- ...Join Best Reward Credit Union as a Full-Time Senior Loan Officer and elevate your career in the dynamic financial landscape of Northeast Ohio. This onsite position offers high performers and achievers the opportunity to lead innovative financial solutions while working...SeniorFull timeWork at officeFlexible hours
$95k - $115k
...beneschlaw is seeking a Senior Financial Analyst in Cleveland to prepare budgets, forecasts, and financial reports. This hybrid position offers flexibility to work from home while collaborating with firm leaders to deliver insights and perform detailed analyses. Applicants...SeniorWork from home- A recruitment firm is looking for a Senior Financial Analyst in Cleveland to support budgeting, forecasting, and financial modeling. The ideal candidate will lead monthly financial forecasting and collaborate with various teams to analyze and report on financial performance...Senior
$116k - $216k
...developing strategies based on client goals and coordinating with a relationship team. The candidate should possess strong knowledge of financial products, client advisory skills, and a proven sales track record. Compensation ranges from $116,000 to $216,000 annually, with...Senior- ...The Senior Financial Planner plays a crucial role on our Financial Planning team, working closely with advisors, clients, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. This position...SeniorWork experience placementWork at office
$124k - $280k
...The Opportunity As an Oracle Cloud Finance Consultant - Senior Manager, you will help organizations leverage enterprise technology... ...operations, and governance Utilizing advanced knowledge of Oracle Financials and Hyperion Financial Management to enhance financial...SeniorH1b- ...Jobtailor in Cleveland, OH seeks an experienced accounting professional to manage financial reporting, ensuring GAAP and SEC compliance, and supporting audits. The role focuses on internal controls, policy development, and cross‑functional collaboration with operations...Senior
$95k - $115k
Position Summary Do you enjoy preparing budgets, forecasting, and financial reporting? Do you find performing analysis to be a challenge... ...with ad‑hoc reporting? The Sr. Financial Analyst position is a senior‑level, experienced role that loves Excel and brings strong modeling...SeniorFull timeLocal area- ...We are looking for a Senior Financial Analyst to work for our client. The ideal candidate aligns with the responsibilities and qualifications outlined below. About the Role Our client is seeking a Senior Financial Analyst to support budgeting, forecasting, financial modeling...SeniorWork at office
- ...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...Senior
$90.23k
...Job Title Senior Financial Analyst (Hybrid Work Options) Business Unit COR Employment Type Regular Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives...Senior$37.4 - $56.11 per hour
...of servant leadership, collegial working relationships at every level of the organization and competitive pay and benefits. Sr. Financial Analyst - Treasury Full-time / Benefits Eligible Summary As a key contributor to the finance team, you will play a pivotal role...SeniorDaily paidFull timeTemporary workWork at office- ...Golden Reserve is looking for an experienced financial retirement planner for our Greater Cleveland locations (including Independence,... ...to $175,000 in Year2 (2–4years of client‑selling experience). Senior Retirement Planner – $175,000, increasing to $200,000 in Year2...
- ...and enjoy being part of a dynamic, mission-driven team, this role is a great fit for you. Job Summary The Associate Philanthropic Advisor plays a key role in cultivating and managing relationships with donors to support their philanthropic goals through strategic advising...Work at officeImmediate start
- ...Northwestern Mutual College Financial Representatives internship program provides guidance, connection, and a framework for building an... ...you can interview for a full-time Financial Representative or Advisor role upon graduation, with a flexible schedule to accommodate classes...Full timeInternshipFlexible hours
- ...Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise... ...other strategic matters. On every engagement, our clients receive senior-level attention from experienced bankers who bring a wealth of...SeniorBank staffWork at office
- ...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
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office- ...passionate and self‑motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their...Immediate start
- ...Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in Cleveland. You will have the opportunity to work with an untouched customer base that has untapped referral potential! You will be responsible for providing discretionary investment...
$75k - $150k
...FINANCIAL CONSULTANT page is loaded## FINANCIAL CONSULTANTlocations: OH Remotetime type: Full timeposted on: Posted 6 Days Agojob requisition... ...of trust and confidence with our client to serve as the main advisor for their wealth management needs* Discuss client investment...
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