Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Strategic Financial Solutions Advisor

Bank of America ATM

Bank of America seeks a Financial Advisor responsible for providing tailored financial solutions to clients. This role encompasses assessing client needs and guiding them in investment strategies, focusing on building long-term financial plans. Candidates must possess a high school diploma or GED, be self-disciplined and capable of managing multiple tasks. The position involves regular client interactions and requires obtaining necessary industry licenses. The opportunity offers a full-time schedule with rotating weekends. #J-18808-Ljbffr Bank of America

Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Strategic Financial Solutions Advisor in West Chester, Butler County, OH vacancy
  •  ...Financial Advisor & Director at Northwestern Mutual Entrepreneurship while making an impact. This is a career move that could redefine how...  ...over 40 years). Provide customized financial strategies and solutions through factfinding and holistic financial planning. Broaden... 
    Suggested
    Full time

    Northwestern Mutual

    West Chester, Butler County, OH
    1 day ago
  •  ...Financial Aid Advisor Hondros College of Nursing West Chester, OH This role supports our Cincinnati campus and is on-site with the option for remote work up to 2 days per week. The Financial Aid Advisor will provide information and support to students, families... 
    Suggested
    Work at office
    Remote work
    2 days per week

    Hondros College of Nursing

    West Chester, Butler County, OH
    3 days ago
  • $41.25k - $68.75k

    PNC Financial Services Group, Inc. is looking for a Personal Banker for the Fairfield - Village Green Branch. This role involves acquiring and deepening customer relationships through proactive sales and service activities, improving customer experience and managing their... 
    Suggested

    PNC Financial Services Group, Inc.

    Fairfield, OH
    3 days ago
  • $41.25k - $68.75k

    PNC is looking for a Personal Banker at its Indian Springs branch in Fairfield, OH. The role involves acquiring and deepening customer relationships through proactive sales and service activities. Successful candidates will have a customer-focused mindset and at least 3...
    Suggested

    PNC

    Fairfield, OH
    12 hours ago
  •  ...Personal Banker Associate I in Fairfield, Ohio. This role involves using a consultative sales process to identify and meet customer financial needs while maintaining customer relationships and ensuring a positive experience. The selected candidate will engage in sales... 
    Suggested

    Fifth Third

    Fairfield, OH
    12 hours ago
  • A leading financial services provider seeks a Financial Representative in Olde West Chester. This role involves working with clients to assess their financial needs and recommending appropriate solutions. Ideal candidates are customer-focused and possess strong communication... 
    Full time

    The Western and Southern Life Insurance Company

    West Chester, Butler County, OH
    2 days ago
  • $41.25k - $68.75k

     ...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 customer loyalty.* Drives proactive sales conversations... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Fairfield, OH
    3 days ago
  • $131k - $206.25k

     ...ladder. It’s about helping people find financial safety and success, helping businesses thrive...  ...new business Serve as the primary advisor for an assigned portfolio of diverse and...  ...well-developed sales skills Strong strategic, analytical, and problem-solving skills... 
    Hourly pay
    Full time
    Shift work

    Commerce Bank

    West Chester, Butler County, OH
    1 day ago
  • $20.67 - $31.25 per hour

     ...area branches Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our...  ...conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts... 
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Fairfield, OH
    3 days ago
  • $41.25k - $68.75k

     ...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 customer loyalty. Drives proactive sales conversations... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Hamilton, OH
    4 days ago
  •  ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors LLC

    Wyoming, OH
    5 days ago
  • About Us We are seeking a highly motivated, detail-oriented Financial Planning and Analysis (FP&A) Analyst to join our dynamic team. This...  .... Performing ad hoc financial analysis as required to support strategic initiatives. Collaborating with cross‑functional teams to... 
    Permanent employment
    Work at office
    Local area
    Remote work

    Jobot

    West Chester, Butler County, OH
    2 days ago
  • $41.25k - $68.75k

     ...customer relationships and drive sales. Your leadership will foster a unique customer experience through effective engagement and solution delivery, while adhering to established risk management policies. This role requires strong banking knowledge and a proven track record... 

    PNC

    West Chester, Butler County, OH
    12 hours ago
  • Cody Strange - State Farm Agent in Fairfield, Ohio, is looking for a dedicated individual to provide information about insurance products and assist clients with applications and renewals. The ideal candidate will have strong communication skills and experience in customer...
    Flexible hours

    Cody Strange - State Farm Agent

    Fairfield, OH
    2 days ago
  • PNC in Fairfield, OH is looking for a Personal Banker to enhance customer relationships and provide tailored banking solutions. This role emphasizes proactive sales, risk management, and delivering exceptional customer service. Successful candidates will have at least 3... 

    Fairygodboss

    Fairfield, OH
    1 day ago
  •  ...Job Description Job Summary A Financial Counselor maintains, and processes all assigned patient accounts and counsels patients regarding the admitting and discharging processes and payment alternatives. Work is of a confidential nature. Reports to: Manager of... 
    Work at office
    Shift work
    Night shift
    Weekend work
    Afternoon shift

    LifePoint Health

    West Chester, Butler County, OH
    2 days ago
  • $14.42 - $24.04 per hour

     ...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of...  ...to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of... 
    Full time
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    West Chester, Butler County, OH
    3 days ago
  • $37.44k - $44k

     ...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of...  ...to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the... 
    Full time
    Temporary work
    Part time
    Work experience placement

    PNC

    West Chester, Butler County, OH
    5 days ago
  •  ...Job Description A Financial Counselor maintains, and processes all assigned patient accounts and counsels patients regarding the admitting and discharging processes and payment alternatives. Work is of a confidential nature. Reports to: Manager of Patient Access, CFO... 
    Work at office
    Shift work
    Night shift
    Weekend work
    Afternoon shift

    Lifepoint Health

    West Chester, Butler County, OH
    1 day ago
  • Lifepoint Health® is seeking a Financial Counselor in Olde West Chester, Ohio. The role involves processing patient accounts, providing counsel regarding payments, and ensuring compliance with regulations. The ideal candidate has a high school diploma, strong customer service... 
    Work at office
    Shift work

    Lifepoint Health®

    West Chester, Butler County, OH
    1 day ago
  • $37.5k - $62.5k

     ...deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of...  ...to leverage that information in creating customized customer solutions. Managing Risk – Assessing and effectively managing all of the... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Fairfield, OH
    1 day ago
  •  ...platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private...  ...scaling our services. Some of the strategic support that we provide includes: Capital...  ...close services Quarterly and annual financials Limited Partner communications... 
    Remote job
    Work at office

    Carta

    Hamilton, OH
    more than 2 months ago
  • $23.75 - $29.03 per hour

     ...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...  ...available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.... 
    Hourly pay
    Temporary work
    Work at office

    Us Bank

    West Chester, Butler County, OH
    4 days ago
  •  ...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

    Hamilton, OH
    5 days ago
  •  ...the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborate with ecosystem partners to grow customer’s share of wallet. Position PNC solutions to drive new revenue and customer loyalty. Drive proactive sales... 
    Full time
    Temporary work
    Work at office
    Shift work

    PNC Financial Services Group

    Wyoming, OH
    13 hours ago
  •  ...while identifying opportunities to expand current banking relationships. The PB II 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,... 

    Civista Bank

    Fairfield, OH
    1 day ago
  •  ...building customer relationships 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.... 

    Civista Bank

    Middletown, OH
    2 days ago
  •  ...activities; manage the customer experience by identifying opportunities to improve financial wellbeing; collaborate with ecosystem partners to grow share of wallet; position PNC solutions to drive new revenue and customer loyalty. Drive proactive sales conversations... 
    Work experience placement

    PNC

    Middletown, OH
    5 days ago
  • PNC is seeking a Personal Banker in Fairfield, OH, responsible for acquiring and deepening the branch customer base through proactive sales. The ideal candidate will deliver an exceptional customer experience and collaborate with partners to enhance loyalty and revenue...

    PNC

    Fairfield, OH
    5 days ago
  •  ...Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand...  ...will own issues from beginning to end and keep the Financial Solutions Center running smoothly and efficiently. You get excited about... 
    Live out
    Work at office

    First Commonwealth Bank

    Wyoming, OH
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Financial Solutions Advisor. Be the first to apply!