Insurance & Financial Services Advisor — Growth & Impact
Brandon Brletich - State Farm Agent
Brandon Brletich - State Farm Agent in Strongsville, Ohio is looking for a dedicated Insurance and Financial Services Position - State Farm Team Member. You will play a key role in developing customer relationships and facilitating their financial planning and insurance needs. This role emphasizes proactive marketing and customer engagement, making it an exciting opportunity for growth within a supportive environment that values community improvement and personal career advancement. #J-18808-Ljbffr Brandon Brletich - State Farm Agent
- The Western and Southern Life Insurance Company is seeking a Financial Representative in Independence, Ohio. In this role, you will engage with... ...values motivation, interpersonal skills, and client impact for career growth. #J-18808-Ljbffr The Western and Southern Life...Suggested
$100k - $125k
...experienced paraplanner and client services team manager to lead our... ...are a full-service RIA and insurance firm, that built our company... ...trying to not just change the financial industry for the retirees we... ...while maintaining and managing a growth culture with constant change...SuggestedFull timeWork at officeLocal area- Financial Advisor Hantz Group is a Michigan-based financial company that works... ...Planning and Retirement Insurance Tax Strategy and Planning... ...of one’s financial situation impacts the other, and our holistic... ...at the core of our advisory services. Whether you are just starting...SuggestedWork at officeFlexible hours
$90k - $120k
...Wealth Management, Inc. is seeking a Wealth Advisor in Independence, OH. The wealth advisor... ...relationships and deliver personalized financial planning and investment management.... ...investment strategies, and driving client growth. The ideal candidate has a Bachelor's degree...Suggested- ...Description GENERAL JOB DESCRIPTION The Senior Financial Planner plays a crucial role on our Financial Planning team, working closely with advisors, clients, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial...SuggestedWork experience placementWork at office
- ...momentum through both organic growth and acquisitions, the firm is... ..., analytics, and financial decision-making capabilities.... ...trends, risks, and opportunities impacting business performance Partner... ...Experience within financial services, wealth management, investment...Temporary work
- ...Capital Management is seeking a Wealth Advisor to serve as the primary advisor and relationship... ...for clients. Responsibilities include financial planning, investment management, and... ...oriented culture and exceptional client service in Independence, Ohio. #J-18808-Ljbffr...
- 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...
- Hantz-Group is seeking a Financial Advisor in Independence, Ohio, to develop and maintain client relationships while providing expert financial... .... This role offers a range of benefits, including health insurance, paid time off, and support for obtaining necessary licenses...
$18 - $23.08 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...you provide excellent client service in-person by welcoming both... ...with clients, listen to uncover financial needs and transition clients... ...teammate and realizing the impact we can have on their day, personally...Hourly payPart timeWork experience placementShift workDay shift- A prominent financial institution is seeking a Private Client Banker in Independence, Ohio. This role focuses on building relationships and offering tailored financial solutions to clients with investable assets up to $2M. Key responsibilities include achieving sales goals...
$18.75 - $25 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...and resolving client servicing issues, serve as the primary... ...listen to clients to uncover financial needs and transition clients... ...and teammate and realizing the impact we can have on their day, personally...Hourly payWork experience placementShift workDay shift- * Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of... ...client experience, efficiently handling sales and service, identifying sales and/or executing opportunities...
- ...threat condition and determine which security issues may have an impact on the enterprise. # Performs and supports security... ...equivalent. ~1-3 years in an IT Security role. ~ Strong customer service and Information technology acumen. Preferred Education...Full timeCasual workWork at officeHome officeMonday to FridayAfternoon shift
- Security Analyst Pittsburgh, PA, Cleveland, OH, Strongsville, Birmingham, AL, Dallas, TX, Phoenix, AZ Roles & Responsibilities Perform tasks related to mainframe security administration Evaluate and manage ACF2 rules associated with Systemware...
$55k - $128.8k
...(s), and experience (including military service) may be considered. Education Bachelors... ...options; employee and spouse/child life insurance; short and long-term disability... ...fully paid; a robust wellness program with financial incentives. In addition, PNC generally...Full timeTemporary workPart timeWork experience placementWork at office$55k - $112k
...(s), and experience (including military service) may be considered. Education Bachelors... ...options; employee and spouse/child life insurance; short and long-term disability... ...fully paid; a robust wellness program with financial incentives. In addition, PNC generally...Full timeTemporary workPart timeWork experience placementWork at office$90.1k - $167.9k
...Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement... ...creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy...Work at officeRemote workWork from home- Independence Wealth Advisors (IWA) provides proactive wealth management services specializing in investment management, financial and retirement planning, and estate planning for individuals... ...of managing risk to secure financial growth, IWA customizes solutions to meet the...Full time
$100k - $150k
...fast-growing, fee-only financial planning firm based in... ...seeking a Financial Advisor to join our expanding... ...Company-paid health insurance 401(k) with safe harbor... ...operations, and client service, to ensure all client-... ...opportunities for client growth and new business...Summer workWork at office- ...strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. Role As a Financial...Full time
- ...retirement readiness, Voya Financial is committed to... ...financial strength, continued growth, and unlimited future... ...Voya Financial Advisors®, Inc., a leading independent... ..., and research client service issues and investment... ...Life & Health Insurance Licenses Desire to assist...Local area
- The Wealth Advisor serves as the primary advisor and... ...through personalized financial planning, investment management... ...and exceptional service. MAJOR DUTIES AND... ...planning, investments, insurance, tax, estate, philanthropy... ...strategies. Growth and Retention Drive organic...
$20.67 - $31.25 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...to assist in client's financial wellness both in person and through... ...and teammate and realizing the impact we can have on their day,... ...more important than financial services experience. KeyBank provides...Hourly payWork experience placementDay shift- ...team, you’ll be empowered to make a real impact—on your career, your community, and the world... ...you. How You’ll Make an Impact As a Financial Analyst for our Performance Coatings Group... ...analyses to support profitable business growth for the Region. In addition, you would be...Full timeTemporary workWork at officeFlexible hours
- Lubrizol IMEA is looking for a Finance Lead in Brecksville, OH, transitioning to Wickliffe in 2028. The role involves monitoring financial performance, providing actionable financial information, supporting innovation, and collaborating with various teams to optimize margins...Full timeFlexible hours
$55k - $128.8k
...(s), and experience (including military service) may be considered. Education Bachelors... ...options; employee and spouse/child life insurance; short and long-term disability... ...fully paid; a robust wellness program with financial incentives. In addition, PNC generally...Full timeTemporary workPart timeWork experience placementWork at office$18 - $23.08 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...you provide excellent client service in-person by welcoming both... ...with clients, listen to uncover financial needs and transition clients... ...teammate and realizing the impact we can have on their day, personally...Hourly payFull timeWork experience placementFlexible hoursShift workDay shift- U.S. Bank is seeking a Client Relationship Consultant 2 in Berea, OH, to enhance customer engagement through proactive outreach. The ideal candidate will have a high school diploma and 3-4 years of retail banking experience, capable of fostering relationships and educating...
- U.S. Bank in Strongsville is seeking a Wealth Management Advisor to lead investment planning and assist clients in achieving their financial goals. This role requires a strong background in financial sales, preferably with affluent clients, and the ability to present tailored...
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