Financial Advisor
Jobtailor
Responsibilities Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Present sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. Requirements university/college degree, with 2+ years of relevant professional experience in lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered Client Prospecting Client Relationship Building Credit Risk Analysis Customer Engagement Financial Analysis Financial Modeling Investment Banking Public Speaking Relationship Building Relationship Management FINRA Series 7 and 66 (or 63,65) required Life and Health Insurance required. Certifications & Qualifications FINRA Series 7 FINRA Series 66 Life Insurance Health Insurance #J-18808-Ljbffr
- ...Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude...SuggestedWork at officeFlexible hours
Hantz Group
Maumee, OH1 day ago $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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Toledo, OH4 days ago$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...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Toledo, OH4 days ago- Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals...Suggested
- Overview Gryphon Financial Partners is a $2.4B AUM independent RIA and multi-family office serving high-net-worth clients and families.... ...intentionally and selectively. We are looking for a Senior Client Advisor / Relationship Manager to join our team in Toledo, Columbus, or...SuggestedWork at office
- Overview Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training... ..., Fortune 100 company with over $600 billion in assets. As an Advisor, you will be creating a comprehensive and individualized plan...Immediate start
$61k - $119k
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 focused...For contractorsWork at office- ...experience through their knowledge of available products and services. The PB demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities...Part time
Civista Bank
Monclova, OH2 days ago $41.25k - $68.75k
...of proactive sales and service activities.Manages the 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...Full timeTemporary workWork experience placementWork at officeShift workPNC
Maumee, OH3 days ago$41.25k - $68.75k
...of proactive sales and service activities. Manages the 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...Full timeTemporary workPart timeWork experience placementWork at officeShift workPNC Financial Services Group
Maumee, OH2 days ago- ...establish and nurture lasting relationships with our valued customers. We are industry leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we'...Hourly payWork at office
Farmers and Merchants State Bank
Waterville, OH4 days ago - ...demonstrate the skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
Fifth Third
Perrysburg, OH2 days ago - SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship...Full timePart time
$33.75k - $56.25k
...STEM OPT for this position. Job Description Manages the customer experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet. From a variety of customer interactions, participates in proactive...Full timeTemporary workPart timeWork experience placementWork at office- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
Modern Woodmen
Toledo, OH4 days ago - ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- ...Financial Counselor Position Harbor is seeking a Financial Counselor to join the Toledo team! This position is responsible for timely, effective and efficient revenue cycle tasks to ensure accurate claim submission and receipt of payment. Position is full-time, 40 hours...Full timeWork at office
- ...an emphasis for acquiring, expanding, and enriching member relationships. The individual in this position must have knowledge of financial services and products including consumer & mortgage lending, deposit accounts, and all self-service products. They must be able to...Work at officeWeekend workAfternoon shift
Sun Federal Credit Union
Maumee, OH3 days ago - ...trust. Must have extensive knowledge of commercial lending practices and procedures. Strong knowledge in analyzing business financial statements and assessing the viability of businesses; must have excellent communication and PR skills; Demonstrated...Work experience placementImmediate start
gpac
Perrysburg, OH4 days ago - ...President At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation. Citizens National Bank has an excellent...Full timeTemporary workLocal area
CNB Bank
Toledo, OH1 day ago - ...effort, supports professional development, and provides meaningful financial rewards, including opportunities to grow your career within a... ...interpersonal skills Role and Responsibilities The Investment Advisor is responsible for providing brokerage and investment services...Work at officeHome office
State Bank
Perrysburg, OH5 days ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Toledo, OH4 days ago$110k - $120k
...Roofline business unit and the preparation of annual operating plan, forecasting and reporting for Operations. The position will own the financial planning uploads in NSPB, variance analysis for materials and labor, and assist with ad hoc requests from the Operations...Full timeWork at officeLocal areaFlexible hoursShift workNight shiftLeafHome
Toledo, OH4 days ago$1,000 per month
Worker Type: Employee Job Post End Date: 08/18/2026 About this opportunity: Cenovus is seeking a Financial Analyst to join the team at our Toledo refinery. In this role, you will monitor operating expenses, utility costs, and capital expenditures while performing...Husky Marketing & Supply
Holland, OH7 hours ago$30k - $50k
...or participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workPart timeWork experience placementWork at office- ...contract and insurance experience can be supported in developing this area. Why consider this opportunity? Join a highly established, financially strong infrastructure contractor Take ownership of a newly created and highly visible position Work directly with senior leaders...Full timeContract workFor contractorsFor subcontractorWork at office
$62.5k - $89k
...First Solar, Inc. is hiring an Analyst II of Manufacturing Finance in Perrysburg, Ohio. This role supports financial and process oversight for manufacturing sites and collaborates with teams to provide analytical insights. Candidates should have a Bachelor's degree in...First Solar
Perrysburg, OH3 hours ago$110k - $200k
...looking for an individual focused on delivering excellence through attention to detail. The Opportunity We’re seeking a senior-level Financial Planner to take ownership of client relationships, lead sophisticated portfolio strategies, and optimize financial planning...Work at office- ...while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I demonstrates Civista...
Civista Bank
Hoytville, OH2 days ago - ...banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank,...Full timeH1bWork at officeRemote workWork from homeFlexible hours
Huntington Bancshares, Inc.
Toledo, OH1 day ago
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