Wealth Advisor for $5M-$10M Book
Farmers National Bank of Canfield
Farmers National Bank of Canfield is seeking a financial advisor to manage a portfolio of clients with investments totaling between $5-10 million. The role involves providing financial advice, conducting client meetings, and generating new sales leads. Candidates must hold a Bachelor's Degree in Business (preferably Finance) and have at least one year of sales experience. Life, Accident & Health license and Series 7 licensing is required within six months of hire. Join a supportive team dedicated to delivering excellent service to our clients. #J-18808-Ljbffr Farmers National Bank of Canfield
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor for $5M-$10M Book in Columbus, OH vacancy
- CFBank in Columbus, Ohio seeks a driven individual to enhance business growth by establishing relationships with small businesses, nonprofits, and private banking clients. The desired candidate should excel in consultative selling, customer service management, and possess...Suggested
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...* for course tuition fees and books. Compensation & Benefits Performance... ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Columbus, OH4 days ago$100k
...Title: Financial Advisor Reports to: Director of Wealth Management & Financial Resources Supervises: None Status: Exempt Objective The Financial... ...cultivates client/member relationships with existing book of business Cultivates strong working relationships...SuggestedBi-weekly payLocal areaRemote workKEMBA Financial Credit Union
Columbus, OH3 days ago- ...Financial Advisor Senior The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting... ...and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to...SuggestedTemporary workWork at officeRemote workWork from homeFlexible hours
Huntington
Columbus, OH14 days ago - ...WealthBridge Financial Group is seeking a results-oriented Estate & Wealth Planning 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...Suggested
WealthBridge Financial Group
Columbus, OH2 days ago - ...Financial Advisor LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.... ...This position will offer: The ability to service an existing book of business upon hire The ability to build a strong client...Local area
LPL Financial
Columbus, OH3 days ago - Description First Merchants is seeking a Wealth Advisor III to join our team! This position will develop new client relationships through prospecting efforts and coordinate development of investment management, private banking and fiduciary solutions for new clients....Local areaFlexible hours
First Merchants Bank
Columbus, OH20 hours ago - A leading financial institution is seeking a Financial Advisor Services Analyst in Columbus, Ohio. This role involves prospecting business opportunities, managing client relationships, and creating client presentations. The ideal candidate will have a 4-year degree and...
$130k - $160k
Business Operations Consultant/Project Director Work directly with privately held, owner-led businesses to materially improve operational performance, financial controls, and long-term profitability. What sets Cogent Analytics apart is also the defining expectation...Full timeFor contractorsCogent Talent Solutions
Columbus, OH7 days ago- Fifth Third Bank in Columbus, Ohio, is looking for a Wealth Management Advisor II to serve as a trusted advisor for Private Bank clients. This role focuses on achieving clients' wealth goals through effective collaboration with specialists in planning, investments, and...
- A leading financial services firm in Columbus, Ohio is seeking a Private Client Advisor to offer comprehensive financial planning and investment guidance. The role emphasizes building client relationships and engaging with the community. A successful candidate will have...
- Overview First Merchants is seeking a Wealth Advisor III to join our team! This position will develop new client relationships through prospecting efforts and coordinate development of investment management, private banking and fiduciary solutions for new clients. Responsibilities...Local areaFlexible hours
- First Merchants Bank is seeking a Wealth Advisor III in Columbus, Ohio to develop new client relationships and coordinate investment management and fiduciary solutions for new clients. The ideal candidate will have at least three years of sales or financial services experience...Local area
- High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH) High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH) Direct message the job poster from Talent Focus Executive Search and Consulting Talent Focus is proud to collaborate with a renowned...Full timePrivate practice
- A major financial institution is seeking a Wealth Management Advisor in Columbus, OH to lead investment planning and deliver tailored financial strategies. This role requires strong financial sales experience, solid communication skills, and a Bachelor's degree. The advisor...
- A leading financial institution is seeking a Financial Advisor to serve the financial needs of Credit Union Members through a comprehensive sales approach. The role requires building strong relationships and providing professional service. Candidates should possess FINRA...Remote job
- First Merchants Bank is seeking a Wealth Advisor III in Columbus, OH to develop new client relationships through prospecting efforts. The role involves coordinating investment management, banking, and fiduciary solutions for new clients. The ideal candidate holds a Bachelor...
- WealthBridge Financial Group is looking for a results-oriented Private Wealth Advisor to join their team in Lewis Center, Ohio. In this role, you will engage with clients to assess their financial objectives and provide tailored advice, leveraging your expertise in investment...
$73k
PNC Financial Services Group, Inc. is seeking a Financial Solutions Advisor in Columbus, OH. This role involves consulting on investment and insurance strategies while managing and growing client relationships. The ideal candidate will develop financial plans tailored to...- ...advisory firm in Columbus is seeking dedicated individuals to become wealth managers. Responsibilities include building client... ...This position promotes social impact and community engagement, making it a fulfilling career choice. #J-18808-Ljbffr Equitable AdvisorsTraineeship
- Itlearn360 is looking for a Private Bank advisor in Columbus, Ohio, to serve as a trusted advisor for clients. You will develop new client opportunities and collaborate with specialists to provide tailored financial solutions. The ideal candidate has at least eight years...
- A professional recruiting firm is looking for an experienced Associate Advisor to join an independent wealth management team in Columbus, Ohio. Candidates should have a Series 65 license and over a year of advisory experience. The role covers delivering personalized client...
$70k - $170k
...The majority of our new representatives/advisors join without prior financial planning experience... ...* for course tuition fees and books. Compensation & Benefits Performance... ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory...Full timeWork at officeLocal areaMonday to FridayFlexible hoursKevin Watters Financial Planning & Wealth Management
Upper Arlington, OH6 days ago- ...retail sales. Your success is measured through growing your own book of business and successfully partnering across the organization... ...timely and effective solutions to client needs. Act as a trusted advisor for both colleagues and clients, leveraging deep expertise in...Full time
CFBank
Columbus, OH1 day ago - ...Financial Controller Associate, the function is primarily focused on ensuring the accuracy, integrity and timeliness of the Firm’s books and records, with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business...Visa sponsorship
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
Thrivent Financial for Lutherans
Columbus, OH2 days ago $65k - $80.2k
A major financial institution in Columbus, Ohio, seeks a Wealth Management Advisor to lead investment planning and manage client portfolios. The ideal candidate will have a bachelor's degree, a financial sales background, and relevant licenses. This role involves building...$94k - $175k
...client promise, acting as the primary client advisor, developing and implementing strategies... ...high net worth clients in their existing book as well as collaborating with internal... ...maintains an in-depth knowledge of financial wealth management services and products as well...Work experience placementWork at officeLocal areaRemote workFlexible hoursNight shift- A leading financial institution is seeking a Mortgage Loan Officer in Columbus, OH, to provide exceptional customer service and develop mortgage loan business. Key responsibilities include advising clients on loan options and maintaining strong client relationships. Candidates...Remote jobWork at officeFlexible hours
- ...Associate in the Financial Control team, you are primarily focused on ensuring the accuracy, integrity and timeliness of the Firm’s books and records, with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor for $5M-$10M Book. Be the first to apply!
Related searches
- senior financial advisor Columbus, OH
- financial planning assistant Columbus, OH
- senior wealth advisor Columbus, OH
- work from home financial advisor Columbus, OH
- financial consultant Columbus, OH
- wealth advisor associate Columbus, OH
- financial advisor associate Columbus, OH
- patient financial counselor Columbus, OH
- financial planning associate Columbus, OH
- jde finance consultant Columbus, OH