Financial Wellness Advisor
Role, Inc.
Role, Inc. is hiring Financial Customer Associates in Westlake, Ohio. This full-time position enables you to make a significant impact in customers' financial decisions. Join a dynamic team where you will assist customers with their 401k accounts and provide essential services through effective communication. We seek customer-centric individuals who thrive in a fast-paced environment. A high school diploma and at least one year of customer service experience are required. You’ll enjoy benefits and opportunities for training and career growth. #J-18808-Ljbffr Role, Inc.
- ...Westlake, Ohio is seeking a dedicated Personal Banker who will serve as a trusted advisor to clients. In this role, you will engage clients through meaningful conversations to identify their financial needs and recommend appropriate solutions. A strong focus on developing...SuggestedHourly pay
$18 - $23.08 per hour
...and assist clients with their account transactions. You will proactively identify and resolve servicing issues while promoting financial wellness. A High School Diploma and experience in client service and cash handling are required. The position offers a base hourly...SuggestedHourly pay- ...Financial Advisor Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in our west territory of Ohio... ...familiarity with all aspects of Windows applications and navigation as well as competency with Microsoft Word. Fully Licensed: FINRA 7, 6...Suggested
- ...individuals for entry-level insurance sales roles. Ideal candidates will work closely with clients to create tailored insurance and financial solutions, backed by extensive mentorship and training programs. Enjoy unlimited income potential with uncapped commissions and...SuggestedTraineeship
- Citizens Bank in Westlake, Ohio is seeking dedicated Citizens Bankers to enhance customer relationships by providing financial advice. You will help customers achieve personal financial goals by recommending tailored banking solutions. This role requires a high school degree...Suggested
- Dollar Bank, based in Pittsburgh, is seeking a dedicated financial advisor for its west territory in Ohio. This position offers the chance to work with a new customer base and provide discretionary investment guidance to both businesses and individuals. The successful candidate...
$54.81k
A community college institution in Westlake, Ohio is seeking a Student Financial Assistance Advisor to manage financial aid services and ensure compliance with regulations. The role requires three years of financial aid experience and skills in advising, communicating...Full time$54.81k
...Westshore Campus Reports To: Campus Director, Financial Aid & Scholarships Recruitment Type:... ...SUMMARY The Student Financial Assistance Advisor ensures College goals are met with being... ...borrowing situations when they occur as well as returning to lender the portion of loan...Full timeWork at officeWeekend workAfternoon shift$50 - $58 per hour
...refine clear grading rubrics for assessing AI outputs on transaction and modeling exercises Construct, modify, and review advanced financial models (3-statement, valuation, LBO, M&A, sensitivity analyses) Produce transaction analyses and investment materials with a...Contract workRemote work$75k
...an opportunity to contribute to the company's success. As a Financial Advisor within PNC's Wealth Management, you will be based in Parmatown... ...Description Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and...Full timeTemporary workPart timeWork experience placementWork at office- A leading financial services firm is seeking a Client Support Associate in Westlake, Ohio. In this role, you'll be the first point of contact for clients, helping them navigate their needs effectively. The position requires at least one year of customer service experience...
- Greenthumbindustries is looking for a Personal Care Specialist in Lakewood, Ohio. In this role, you will engage one-on-one with customers, assisting them through their shopping experience while providing education on products and methods of consumption. The ideal candidate...Local areaShift work
$20.67 - $31.25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As...Hourly payWork experience placementDay shift$44.72k - $57.5k
...experience by identifying opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners to grow... ...appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain...Full timeTemporary workPart timeWork experience placementWork at officeShift work$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote work- Equitable Advisors in Westlake, OH is seeking motivated candidates to join their team as RBG financial professionals. You'll engage clients and work on retirement solutions tailored to professionals in education, healthcare, and government sectors. This role offers a unique...Flexible hours
- Midwest Vision Partners seeks a Financial Coordinator in Avon, OH to support surgical operations. The role involves patient financial counseling, verifying insurance benefits, and ensuring upfront collections. Ideal candidates will have 2+ years in healthcare collections...
- ...providing guidance using Fidelity’s services and tools. Ideal candidates should possess strong client relationship skills and understand financial services. The role offers a hybrid work environment and provides licensing support for FINRA certifications. Benefits include...Full time
- ...prompts, developing solutions, and creating grading rubrics to shape AI learning. The ideal candidate has extensive experience in financial modeling, valuation, and a strong command of Excel and PowerPoint. Excellent communication skills are essential for producing clear...Remote job
- ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable...Work experience placementWork at office
- ...Officer This position is for Your Home Financial, one of the Family of Companies of Newrez... ...calls on real estate agents, financial advisors and other potential referral sources to develop... ...'s credit policies and programs, as well as all state and federal lending regulations...Local areaImmediate start
- A financial services firm in Ohio is hiring a Financial Advisor to build and maintain client relationships and provide investment guidance. Responsibilities include conducting calls, developing leads, and staying updated on financial products and regulations. Candidates...
$21 per hour
...You’ll create amazing experiences by helping customers achieve financial goals, provide personalized advice and solutions, and connect... ...paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more. Equal Employment Opportunity Citizens...Hourly payLocal areaFlexible hoursAfternoon shift$21 per hour
...customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet... ...leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds...Hourly payLocal areaFlexible hoursAfternoon shift$21 per hour
...customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet... ...leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds...Hourly payLocal areaFlexible hoursAfternoon shift$1,000 per month
...This position is for YOUR HOME FINANCIAL, one of the Family of Companies of Newrez LLC.... ...person calls on real estate agents, financial advisors and other potential referral sources to develop... ...'s credit policies and programs, as well as all state and federal lending...Casual workLocal areaImmediate startFlexible hours- Advanced Dealer Solutions in Westlake, Ohio is looking for an experienced F&I Director or Manager with strong sales acumen and attention to detail. The ideal candidate will provide a consistent F&I experience, ensure compliance with guidelines, and prepare paperwork accurately...
$37.5k - $62.5k
...deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of... ...educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally...Full timeTemporary workPart timeWork experience placementWork at officeShift work- PNC in Rocky River, Ohio, is seeking a Personal Banker to enhance customer relationships and sales. This role requires strong communication skills and proven experience in banking. You will engage with customers to identify their banking needs, position PNC's solutions,...Bank staff
$96k - $181k
...KPB) is dedicated to serving our clients' financial needs through expert advice and... ...client promise acting as the primary client advisor developing and implementing strategies based... ...worth clients in their existing book as well as collaborating with internal and external...Work experience placementWork at officeLocal areaFlexible hoursNight shift
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