Senior Retirement Planner - Elite Financial Sales Leader
$225k - $275kGolden-Reserve-LL
Golden Reserve is seeking an experienced financial sales professional to lead client meetings, uphold our processes, and serve as a culture leader and mentor for developing advisors. This senior level role offers a base salary of $225,000 to $275,000 plus uncapped production and bonuses, with pre-qualified leads and strong partnerships with estate planning and CPA firms. We provide world class marketing, a flat-fee client model, and nationwide growth with 40+ offices across nine states, enabling #J-18808-Ljbffr Golden-Reserve-LL
$150k - $200k
...Reserve, a full-service RIA and insurance firm, is seeking an experienced financial sales professional to conduct client meetings and uphold firm standards. We supply the leads and a focus on retirement planning, with nationwide reach and no need for a pre-existing book of...FinancialSenior- Golden Reserve, LLC is seeking an experienced financial sales professional in Cleveland, Ohio. This senior-level sales role requires leading client meetings, upholding company standards, and mentoring junior advisors. Successful candidates will have opportunities for management...FinancialSenior
- Golden Reserve is seeking an experienced financial sales professional to lead client meetings, uphold our standards, and mentor developing advisors. This senior role offers opportunities for career growth into management or partnership within the firm. We provide world-...FinancialSenior
$150k - $200k
Golden Reserve, LLC in Cleveland, Ohio, is seeking an experienced financial sales professional to conduct client meetings and uphold company standards. This role provides the opportunity to focus on retirement planning without needing to source clients directly. Unique...FinancialSenior$225k - $275k
...Reserve is looking for an experienced financial sales professional. This senior level sales role is responsible for... ..., and serving as a culture leader and mentor for developing advisors.... ...firms and CPA firms that allow every retirement plan to include legal and tax services...FinancialSenior$225k - $275k
...Financial Sales Professional Golden Reserve is looking for an experienced... ...sales professional. This senior level sales role is... ...standards, and serving as a culture leader and mentor for developing advisors... ...CPA firms that allow every retirement plan to include legal and...FinancialSenior- FNBO is seeking an energetic sales professional to build and grow our card personalization business. You will lead direct sales and... ...ideal candidate has 5+ years of business development or sales in financial services, the ability to engage card issuers and corporate...FinancialSeniorRemote work
$132.5k - $338.3k
...technology and intelligence. Visit us at: Role Overview:We are seeking a highly skilled and strategic leader with deep expertise in Sales and Commerce Transformation within Financial Services Industries (Banking, Capital Market and Insurance). This person will have expertise...FinancialSeniorFull timeWork experience placementLive inWork at officeLocal area$150k
A financial services company in Greater Cleveland is seeking an experienced financial retirement planner. The role offers a competitive salary starting at $150,000 with increasing potential, alongside generous benefits including 401(k) and health insurance. Candidates...Financial- Job Title: CAS Senior Manager / DirectorLocation: Cleveland, OH (Hybrid or 100% Fully Remote... ...Accounting Operations: Direct complex financial reporting, advisory workflows, and strategic... ...and driving business development.Skills: Elite leadership, top-tier client service, and...FinancialSeniorTemporary workWork at officeRemote workFlexible hours
- WealthBridge Financial Group is seeking a results-oriented Registered Investment Advisor to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies aligned with their goals. As a Registered Investment...Financial
- ...Reserve is looking for an experienced financial retirement planner for our Greater Cleveland locations (including... ...years of client‑selling experience). Senior Retirement Planner - $175,000,... ...clients. Demonstrate commitment to our sales systems, training, and innovative...Financial
- ...attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under... ...School Diploma or GEDAt least five years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b)...FinancialSenior
- F.N.B. Corporation in Cleveland, OH is seeking a Business Banking Underwriter 3 to perform financial analyses for commercial loan candidates, spread financial statements, and deliver underwriting presentations with minimal oversight. You will evaluate industry and economic...FinancialSenior
- PNC Financial Services Group, Inc. is seeking a Wealth Advisor Regional Sales Manager within its Wealth Management organization. The role focuses on leading a team to attract new clients and enhance existing relationships across a multi-state footprint (PA, IL, GA, OH,...FinancialWork at office
$3,000 per month
A luxury spa group in the United States is seeking a senior Multi-State MedSpa Sales Manager to lead sales efforts across multiple locations. This travel-based role requires strong sales leadership and client-facing skills, with a compensation package including a $3,000...SeniorFlexible hours- Accenture is seeking a Sales Capture Senior Manager in Cleveland to originate, pursue, and close cloud modernization opportunities within a complex, multi-service environment. The role emphasizes cross-team collaboration, strategic client engagement, and proven success...Senior
$88.9k - $118.5k
ForFutures Financial, Planning seeks an Underwriter in Cleveland, Ohio. The successful candidate will provide underwriting support, counsel, and authorization related to real estate title insurance commitments. The role requires a law degree and experience in title underwriting...FinancialSenior$16.45 - $18.1 per hour
A leading automotive parts retailer in Cleveland seeks a full-time Sales Professional to drive profitable growth through customer retention and team management. The ideal candidate will have extensive automotive knowledge, proven sales experience, and the ability to manage...SeniorHourly payFull time- ...Build your reputation as an industry thought leader.Travel, as required, up to 80%, in the... ...of commercial credit industry (sales, underwriting. closing, servicing, portfolio... ...Moody’s, Blooma, Built An advanced degree or financial industry certification nCino expertise preferred...FinancialSeniorFull timeLive inWork at officeLocal area
- ...looking for a Community Specialist in Cleveland, Ohio, responsible for leasing in a senior living community. The ideal candidate will follow a strategic business plan to manage sales processes, create urgency with prospects, and achieve revenue targets. The position requires...Senior
$151.5k - $346k
...We develop outstanding leaders who are teamed to deliver... ...digital future. Our elite team of product leaders... ...customers expect. As a Senior Manager in Solution... ...leads, client executives, sales teams, and partners to... ...support your physical, financial, and emotional well-...FinancialSeniorSummer holidayFlexible hours- Jobot in Cleveland seeks an experienced senior accounting professional to lead all accounting functions, ensure GAAP compliance, and prepare timely financial reporting. You’ll coordinate audits, manage budgets and receivables, and drive internal controls in a manufacturing...FinancialSenior
- LHH is seeking a Senior Staff Accountant for its finance team in the Greater Cleveland Area. This onsite role covers month-end close, journal entries, reconciliations, and financial reporting to support accurate, timely information. You will drive ERP optimization, strengthen...FinancialSenior
- KeyBank is seeking a Senior Credit Officer for Payments Products in Albany, NY. The role focuses on adjudicating credit requests for... ...risk appetite. You will conduct in‑depth risk assessments, review financial statements and payment flows, monitor portfolios, and...FinancialSenior
- ...Accounting Supervisor to oversee daily accounting operations and mentor a team of three professionals. You will focus on accurate financial reporting and managing the month-end close with discipline. The ideal candidate has strong GAAP knowledge, 5+ years of accounting...FinancialSenior
$80k
...+ Whittle in Cleveland, OH is seeking a Senior Accountant to manage month-end close duties... ..., and support internal and external financial reporting. This hybrid role reports to the... ...Manager and works with cross-functional leaders to drive financial integrity, improve...FinancialSenior- MRI Software is seeking a Senior Financial Analyst - FP&A to join our team! This individual will support our professional services business... ...role will serve as the primary business partner for services leaders to understand and forecast their financial performance and involve...FinancialSeniorFull timeWork at officeFlexible hours
- Prudential Advisors in the Cleveland area is seeking an experienced financial professional to work with our existing client base. This role... ...insurance license, and bring three or more years of investment sales experience. You will benefit from strong referral programs and...FinancialSenior
- Novogradac & Company LLP is seeking a Senior Client Bookkeeper in Cleveland, OH to provide comprehensive bookkeeping services for various... .... This position is pivotal in ensuring accurate and timely financial records, supporting higher-volume assignments, and mentoring other...FinancialSeniorRemote jobFlexible hours
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