Investment Advisor
Shell Lubricants Hub Hamburg
Position Overview As an Investment Advisor I within PNC's Private Bank organization, you will be based in Cleveland, OH. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Supports the management of accounts in accordance with investment objectives developed with clients. Supports delivery of the PNC investment experience to clients, providing actionable advice, market insight, and reporting on investment results. May be responsible for maintaining and growing assets under management and actively participates in sales efforts to introduce and expand financial services to clients. Supports execution of risk management practices through adherence to PNC's policies and procedures. Key Expectations Customer Focused – knowledge of values and practices that align customer needs and satisfaction. Managing Risk – assess and effectively manage all risks associated with business objectives. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities. Required and preferred qualifications include: University or college degree with 2+ years of relevant professional experience, or an equivalent combination of education, certification(s), and experience. Skills: accountability, budget management, competitive advantages, decision making, finance strategy, financial modeling, investment management, relationship management. Competencies: client relationship management, decision making and critical thinking, effective communications, investment consulting, investment reporting, portfolio management, products and services, value selling. Education & Certifications Bachelors No required certifications or licenses. Compensation Base Salary: $45,000.00 – $115,000.00. Incentive eligible based on company, business, and/or individual performance. Benefits Medical, prescription drug, dental, vision coverage and a Health Savings Account. Employee and spouse/child life insurance. Short- and long-term disability protection. 401(k) with PNC match, pension, and stock purchase plans. Dependent care reimbursement account, backup child/elder care, adoption, surrogacy, and doula reimbursement. Educational assistance programs fully paid. Robust wellness program with financial incentives. Paid time off: maternity and/or parental leave, up to 11 paid holidays, 9 occasional absence days, and 15–25 vacation days per year. Equal Employment Opportunity PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected categories. This position is subject to Section 19 of the FDIA, the SAFE Act, and FINRA regulations regarding criminal history. Disability Accommodations For reasonable accommodations during the application process, please contact View email address on click.appcast.io with “accommodation request” in the subject line and include your name, job ID, and preferred contact method. Alternatively, call View phone number on click.appcast.io and say “Workday.” #J-18808-Ljbffr
$112k - $208k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Investment Advisor III within PNC's Private Bank, you will be based in Cleveland, OH. R229030 Sponsorship PNC will not provide sponsorship for...SuggestedFull timeTemporary workPart timeWork experience placement$85k
Business Analyst Elicit, analyse, and document business, functional, and system requirements for 3DEXPERIENCE modules (ENOVIA, CATIA, DELMIA) including Change Manag... Show more Full-time Apex Systems is seeking to hire an IT Business Analyst with banking experience to...SuggestedHourly payFull timeInternshipWork at officeWork from homeShift work- Job Description I am looking for a Credit Loan Analyst for a strong bank in your area. If you're looking for an exciting opportunity that allows you to put your credit experience to work in a fast-growing enviroment while working alongside collaborative leadership...Suggested
$62.2k - $103.6k
## Commercial Credit AnalystApplyremote type: Hybrid Positionlocations: Cleveland, OHtime type: Full timeposted on: Posted Todayjob requisition id: R87550**Overview:**A member of the Commercial Credit team that partners with senior team members supporting the duties of ...SuggestedWork experience placementInterim roleWork at office$156.37k - $273.6k
...SENIOR PORTFOLIO ADVISOR, WEALTH MANAGEMENT OH: R155148 Position manages a set of fee‑producing investment accounts, generally for large and sensitive personal trust relationships and individual investors with complex investment needs requiring a high level of technical...SuggestedWork experience placementH1bLocal area$71k - $125k
KeyBank in Cleveland, Ohio is seeking a Commercial Analyst to support the sales and credit functions of the bank. You'll work collaboratively on credit commitments under $10 million, manage the lending process, create client pitch materials, and ensure documentation accuracy...Flexible hours- M&T Bank is seeking a Commercial Credit Analyst in Cleveland, Ohio. You will analyze credit requests and manage ongoing credit risk for a portfolio of commercial clients. This role requires strong analytical abilities, attention to detail, and effective communication skills...Work experience placement
$114.55k - $119.55k
Untitled Financial and Actuarial Consultant: - Arthur J. Gallagher - Cleveland, OH Arthur J. Gallagher in Cleveland, OH seeks a Financial and Actuarial Consultant to evaluate and present monthly, quarterly and annual reports that measure client financial status, track...Work at officeRemote work$22 - $30 per hour
Covetrus is a global animal-health technology and services leader dedicated to empowering veterinary practice partners to drive improved health and financial outcomes. We bring together products, services, and technology into a single platform that connects our customers...Temporary workWork at officeFlexible hours$80k - $90k
...developer, general contractor, and property manager with assets and operations reaching an expanding range of markets nationwide. Investment Associate to join our Capital Markets team in Cleveland, OH Job Description Summary Under the direction of the Vice President of...Temporary workFor contractorsWork at officeLocal areaRemote work3 days per week$63.8k - $205.8k
...Becoming tech savvy, well‑rounded, and market‑relevant leaders with an ownership and founder mindset doesn’t happen by chance. We invest in training and development in a big way, so you can build your future along with ours, creating an impactful career unique to you....Work experience placementLive inWork at officeLocal area$23.08 - $34.62 per hour
...Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF): Within the Service Center of Key Investment Services (KIS), this individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth and...Hourly payWork at officeFlexible hours$80k - $90k
...Investment Associate NRP Investments LLC is currently seeking an Investment Associate to join our Capital Markets team in Cleveland, OH! JOB DESCRIPTION SUMMARY Under the direction of the Vice President of Capital Markets, the Investment Associate will play a...Work at officeLocal areaRemote work3 days per week- Overview GCC Technologies, founded in 1997 with headquarters in Oakland, Maryland, is a fast growing service-disabled Veteran owned Small Business and HUBZone company with an outstanding record of performance providing acquisition, business process, administrative and ...Contract workFor contractorsWork at officeRemote work
$25 - $27.88 per hour
...applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities...Hourly payShift workWeekend workDay shift- Summary The Portfolio Analyst is responsible for supporting the Asset Manager by identifying and mitigating the credit, financial, operational, physical and market risks impacting the collateral of the Servicing Portfolio. The Portfolio Analyst will implement day-to-day...Work at officeLocal areaImmediate startFlexible hours
$52k - $80k
...Key Wealth Management, we strive for excellence and expect our investment management capabilities to reflect our high standards. The... ...Wealth colleagues and forms meaningful relationships with Key advisors and clients through conducting routine client portfolio updates...Work at officeFlexible hours- ...Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers and acquisitions, divestitures, capital markets...Bank staffWork at office
$50k - $85k
...in growth. This role offers flexibility, as work can be done from home or local events. The ideal candidate will have extensive investment experience and work collaboratively on strategies for business expansion. The earnings are commission-based, with annual potential...Local areaRemote workWork from home- Huntington Bancshares, Inc. is looking for a Customer Experience Banker in Cleveland, Ohio. This role involves providing exemplary customer service and building strong relationships with clients. You'll serve as a Financial Concierge, helping walk-in customers achieve ...
$43.68k - $69.9k
Fifth Third Bank, N.A. is seeking a Retail Personal Banker I in Cleveland, Ohio. This role involves using a consultative sales process to identify and meet customers' financial needs while providing excellent service. The ideal candidate should have a college degree or...$44.72k - $57.5k
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 workPart timeWork experience placementWork at officeShift work$27.4 - $54.33 per hour
...public companies ($50MM - $2BB+ annual sales), high risk businesses and entity types (foreign owned‑subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial...Hourly payWork at office$20.67 - $31.25 per hour
...Cleveland, Ohio 44104 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (...Hourly payWork experience placementDay shift- Primary Office Location: 80 W Streetsboro St. Hudson, Ohio. 44236. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected...Work at office
$43.68k - $69.9k
...events) as directed. Establish close working relationships with assigned business partners (mortgage, small business, commercial and investment), referring customers when appropriate to provide timely, holistic financial solutions. Consistently meet/exceed customer...Work experience placementWork 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 all employees...Full timeWork experience placementWork at officeShift work- Dollar Bank, FSB is seeking a Personal Banker II to deliver exceptional customer service and build strong client relationships at our branch. You will discuss customer needs and tailor banking products including checking, savings, credit cards, loans, and digital solutions...
- ...applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Registered Investment Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice...
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