Wealth Advisor
Dormont Manufacturing Company
Description Summary: The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties as assigned. Basic Qualifications Bachelor’s Degree State Life and Health Licenses required to be obtained within 90 days of hire At least 10 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required. Preferred Qualifications Securities and life insurance licenses. Demonstrated success working with high net worth clients. Proven ability to build strong relationships with clients. Excellent written and verbal communication skills. Ability to multi-task. Exempt Status Yes (not eligible for overtime pay) Workplace Type Office Our Approach to Office Workplace Type: Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in‑office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. #J-18808-Ljbffr
$116k - $216k
KeyBank is seeking a skilled Sr. KPB Relationship Manager in Pepper Pike, Ohio to serve high net worth clients by advising on banking and investment solutions. The role includes developing strategies based on client goals and coordinating with a relationship team. The ...Suggested- Work Study, America Reads (Financial Aid Admin) Learning Objectives: The Cleveland Public Library is seeking to hire Tutors for multiple locations throughout the county to provide basic skills, academic and/or literacy support to K - 12 youth and adults in the community...Suggested
$48k - $100k
...About Merrill Wealth Management Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products... ...goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a personal...SuggestedShift workDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...SuggestedFull timeContract workFor contractorsWork at office$18 - $21 per hour
Financial Counselor Great opportunity to join a company that values our employees and the patients we serve! Centers for Dialysis Care is seeking two experienced Financial Counselors to work at multiple locations (Cleveland - East & Beachwood - Garfield, Warrensville...SuggestedHourly payTemporary work- ...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 objectives and provide them with tailored advice and strategies that align with their goals...
$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full‑time student; juniors and seniors preferred...Full timeInternshipLocal areaFlexible hours- ...CBIZ seeks an Associate Wealth Advisor to provide high‑touch wealth management support for individuals and families. You will assist in investments, taxation, estate planning, retirement planning and insurance decisions under a senior advisor's guidance. The role emphasizes...
- ...is seeking a Financial Professional in Independence, Ohio. The candidate will manage plan sponsor relationships, assist in retail wealth management, and conduct seminars on retirement and investment strategies. Ideal candidates are Registered Representatives with a strong...
$80k - $110k
...term growth potential. As a boutique firm with an experienced investment team, Shaker gives advisors the opportunity to build meaningful, long‑term client relationships. The Wealth Advisor is the primary relationship manager for an assigned group of clients. This person...Work at office$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full-time student; juniors and seniors...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...The Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world‑class client experience through personalized financial planning, investment management, and proactive relationship...
- ...Job Description CBIZ seeks a motivated and qualified individual for the position of Associate Wealth Advisor. The individual selected for this opportunity will be distinguished in academic and professional achievement, dedicated to client service, and have the highest...Work experience placement
$75k
...all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Lyndhurst, OH. Job ID: R228127 Job Profile Financial Advisors are based within a bank...Full timeTemporary workPart timeWork experience placementWork at office- ...Merrill Advisor Development Program - Financial Advisor: Northeast Ohio Market Pepper Pike, Ohio;Canton, Ohio To proceed with your... ...new position. Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- Join our team. Make a difference - for us and for your future. Primary Office Location: 413 Northfield Road. Bedford, Ohio. 44146. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview This position is expected...Work at office
$41.25k - $68.75k
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ## Customer Experience Banker - Turney Dunham Branch Maple Hts, OHApplyremote type: Officelocations: Maple Heights, OHtime type: Full timeposted on: Posted Todayjob requisition id: R0073616# **Description****Summary:**Our branch banking roles offer a welcoming and inclusive...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all ...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$41.25k - $68.75k
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of...Full timeTemporary workWork experience placementWork at office$20.67 - $31.25 per hour
...Personal Banker Location: 1400 Som Center Road - Mayfield Heights, Ohio 44124 Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide...Hourly payWork experience placementDay shift- At Signature Health, our purpose is to provide integrated healthcare for our community specializing in patients with mental illness and/or addiction because we want people to realize their highest potential. If you align with our core values, putting people first, striving...Work at officeAfternoon shift
- Fifth Third Bank in Maple Heights, Ohio is seeking a Retail Personal Banker I after a 9-week onboarding program. The role focuses on identifying and meeting customer financial needs through a consultative sales process and involves processing teller transactions. The ideal...
- Location Independence Overview Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal...Full time
- ...About the job Financial Advisor Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced... ...higher-value advisory services Qualifications ~10+ years of wealth management experience ~ Active Series 7 license required ~...Remote workFlexible hours
- ...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...Work at officeFlexible hours
$125k - $175k
...Financial Advisor – Tempo Wealth Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our existing...Summer workWork at office- ...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial... ...planning. Provide retirement planning, investment, and wealth management solutions tailored to client needs. Educate clients...
- Job Summary: The Consultant position is part of the Consulting team. This professional will use their analytical skills to spot weaknesses in client’s systems or processes and offer recommendations on how to fix those vulnerabilities. The primary focus of this position...Remote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!

