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

Senior Private Banker & Wealth Advisor

$116k - $216k

Key Bank

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 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 eligibility for incentive compensation. #J-18808-Ljbffr Key Bank

Vacancy posted 19 hours ago
Similar jobs that could be interesting for youBased on the Senior Private Banker & Wealth Advisor in Pepper Pike, OH vacancy
  • $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 ...
    Senior

    Key Bank

    Pepper Pike, OH
    4 days ago
  • $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. Financial Advisors are based within a bank branch and work within a... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Lyndhurst, OH
    3 days ago
  • $116k - $216k

     ...Chagrin Blvd, Pepper Pike OhioJob SummaryKey Private Bank (KPB) is dedicated to serving our...  ...promise, acting as the primary client advisor, developing and implementing strategies based...  ...an in-depth knowledge of financial wealth management services and products as well... 
    Senior
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyBank

    Pepper Pike, OH
    4 days ago
  • $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... 
    Suggested
    Work at office

    Shaker Investments LLC

    Cleveland, OH
    1 day ago
  •  ...Associate Wealth Advisor 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... 
    Suggested
    Work experience placement

    CBIZ

    Cleveland, OH
    3 days ago
  •  ...Financial Advisor At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all...  ...contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Lyndhurst, OH. Financial... 
    Work experience placement
    Work at office

    PNC

    Cleveland, OH
    3 days ago
  • $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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Beachwood, OH
    1 day ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco...  ...new position. Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Pepper Pike, OH
    3 days ago
  •  ...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 role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Pepper Pike, OH
    3 days ago
  •  ...Job Description Job Description WealthBridge Financial Group is seeking a results-oriented 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... 

    WealthBridge Financial Group

    Cleveland, OH
    9 days ago
  • $64.2k - $116.4k

     ...Hartford, Houston, Manayunk, Miami, Philadelphia, Sacramento, San Antonio, Charlotte The opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced, finance professional within the Engagement Business Operations (EBO) sub-team... 
    Senior
    Contract work
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    Cleveland, OH
    3 days ago
  • $74.93k - $153k

     ...about a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends...  ...on May 31, 2027. What You’ll Do As a Tax Senior in our Private Wealth Tax practice, you...  ...AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Preferred... 
    Senior
    Private practice
    Work at office
    Local area

    Deloitte

    Cleveland, OH
    2 days ago
  • $156.37k - $273.6k

     ...over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.SENIOR PORTFOLIO ADVISOR, WEALTH MANAGEMENTOH: R155148Position manages a set of fee-producing investment accounts, generally for large and sensitive... 
    Senior
    Full time
    Work experience placement
    H1b
    Local area
    Flexible hours

    Northern Trust

    Cleveland, OH
    1 day ago
  •  ...About the job Financial Advisor Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial...  ...advisory services Qualifications ~10+ years of wealth management experience ~ Active Series 7 license required... 
    Remote work
    Flexible hours

    MBC Talent Connections

    Cleveland, OH
    3 days ago
  • $100k - $291.85k

     ...contribute to the company’s success. As a Senior Counsel within PNC's Corporate Governance...  ...registered investment adviser engaged in private credit fund management. This position...  ...investment companies, and will serve as a legal advisor to one or more advisers. Familiarity with... 
    Senior
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Cleveland, OH
    3 days ago
  • $70k - $150k

     ...We are seeking a client-focused Financial Advisor to join our team. This role plays an important part in guiding clients through key...  ...within a team‑based environment Experience in financial planning, wealth management, or a related field is preferred. #J-18808-Ljbffr... 
    Work at office

    Redwood Financial Network

    Solon, OH
    3 days ago
  • $45k - $100k

     ...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 on our clients rather than...  ...long‑term financial goals: retirement, building wealth, estate strategies, funding education, and more.... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Solon, OH
    3 days ago
  • $124k - $335k

     ...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in...  ...complex problems - Serve as a strategic advisor, leveraging specialized knowledge and industry... 
    Senior
    H1b
    Local area
    Overseas

    PricewaterhouseCoopers

    Cleveland, OH
    3 days ago
  •  ...Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist...  ...for generations. The Tax Advisor is a senior-level individual contributor on Sequoia... 
    Senior
    Flexible hours

    Sequoia Financial Group Llc

    Cleveland, OH
    1 day ago
  • $128k - $268k

     ...Square, Cleveland OhioJob SummaryThe Family Wealth Investment Consultant Manager leads a...  ...net-worth clients.Serve as lead investment advisor on a select book of complex Family Wealth...  ...consistency across the team.Serve as a senior investment resource, supporting complex client... 
    Full time
    Work at office
    Flexible hours
    Night shift

    KeyBank

    Cleveland, OH
    3 days ago
  • $55k - $157.3k

     ...the company’s success. As a FINRA Supervisory Specialist Senior within PNC's Wealth Management organization, you will be based within the PNC...  ...supervision, trade review, and/or new accounts of Financial Advisors (FA) and registered branches in assigned regions to ensure... 
    Senior
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Cleveland, OH
    3 days ago
  • About this role:Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager for clients with annual revenue of $25MM...  ...strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationshipsAct as an... 
    Senior
    Full time
    Work experience placement

    Wells Fargo

    Cleveland, OH
    1 day ago
  • 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... 

    Voya Financial

    Cleveland, OH
    3 days ago
  • $150.5k - $240.41k

     ...applies knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on complex projects to provide technical designs, plans and specifications.What You'll Do:Performs independent technical reviews, makes... 
    Senior
    Full time
    Local area

    HNTB Companies

    Cleveland, OH
    15 hours ago
  • $77k - $214k

    Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt PwC...  ...digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and... 
    Senior
    Full time
    Second job
    H1b

    PwC

    Cleveland, OH
    1 day ago
  • $20.67 - $31.25 per hour

     ...Som Center Road - Mayfield Heights, Ohio 44124 Job Summary 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 guidance and... 
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Mayfield Heights, OH
    3 days ago
  • $50k

     ...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 on our clients rather than shareholder returns. Behind everything we do is... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Cleveland, OH
    3 days ago
  •  ...Job Description 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... 
    Full time
    Part time
    Immediate start

    Dollar Bank

    Cleveland, OH
    2 days ago
  •  ...America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Richmond Heights, OH
    4 days ago
  • $75k - $125k

     ...feel respected, valued and have an opportunity to contribute to the company’s success. As a Business Analytics Consultant Senior within PNC Wealth Management, you will be based in Cleveland, OH at the 1900 E. 9th Street location or Lancaster, PA.PNC is an in-office company... 
    Senior
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Cleveland, OH
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Banker & Wealth Advisor. Be the first to apply!