Financial Advisor
MassMutual
Overview Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets. As an Advisor, you will be creating a comprehensive and individualized plan to help your clients determine where they are, where they want to be, and how they are going to get there. With Skylight support, you will be able to provide peace of mind around concerns that clients face such as the ability to fund a college education, prepare for retirement, protecting themselves from the risks of life and increasing their overall confidence that they are on the right track. Our opportunity aims to provide the necessary support for someone who is interested in building something of their own and finding more meaning and control in their career but isn\'t comfortable with the \"sink or swim\", commission-only proposition most firms offer. In addition, our associates enjoy a comprehensive benefits package including medical, 401k, and pension. Responsibilities Support financial professionals to cultivate client relationships Aid in marketing strategies for new client acquisitions Commitment to personal and professional development Provide financial planning support to clients Qualifications / Desired Qualities Strong track record of achievements Excellent interpersonal skills Entrepreneurial Spirit Customer Focused Reach out today to start a conversation about the Skylight difference! Trisha Rutherford President #J-18808-Ljbffr MassMutual
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...SuggestedWork at officeFlexible hours
$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at office$50k
...Join a financial services firm where your contributions are valued. Edward 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...SuggestedWork at officeWork from homeHome officeFlexible hours- Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals...Suggested
- Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions... ..., you have 2+ years of experience working as a Financial Advisor.* A proven and successful sales track record.* You have an...SuggestedLocal areaImmediate startRemote workRelocation
- A leading financial planning firm in Toledo, Ohio is seeking an Advisor to create individualized financial plans for clients and provide ongoing support. You will cultivate client relationships and aid in acquiring new clients while having access to excellent training and...
- ...Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude...Work at officeFlexible hours
- ...Harbor is seeking a Financial Counselor to join the Toledo team! This position is responsible for timely, effective and efficient revenue cycle tasks to ensure accurate claim submission and receipt of payment. Position is full-time, 40 hours per week. Education/Experience...Full timeWork at office
- Fifth Third Bank in Ohio seeks a results-driven financial sales professional to use consultative selling and needs assessment to profile customers and identify current and future financial needs. Maintain in-depth knowledge of retail and small business products and recommend...
$83k - $125k
...solve the world’s most complex challenges and deliver more impact together.Role description:Arcadis is currently searching for a Financial Management Consultant with at least 5 years’ municipal finance experience to work with our Financial Advisory Services (FAS) Practice...Full timePart time$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$110k - $200k
...looking for an individual focused on delivering excellence through attention to detail. The Opportunity We’re seeking a senior-level Financial Planner to take ownership of client relationships, lead sophisticated portfolio strategies, and optimize financial planning...Work at office- A leading life insurance firm located in Maumee is seeking a Financial Representative to assist clients in understanding their financial needs and recommending solutions. This role requires strong interpersonal skills and a customer-focused approach. You'll engage with...
$58.44k - $93.5k
...such as post‑deployment events or coverage for absent counselors. The primary responsibilities include the full breadth of personal financial counseling services to service members and their families at military installations. Services span one‑on‑one counseling,...Contract workTemporary work- ...to lead portfolio- and property-level analyses, support forecasting, and deliver data-driven insights. You will build and maintain financial models, conduct variance analysis, and partner with operations to drive performance. Travel up to 10-15% and a competitive base...
$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork at office$20.67 - $31.25 per hour
...Toledo, Ohio 43623 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payWork experience placementDay shift- ...banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank,...Full timeH1bWork at officeRemote workWork from homeFlexible hours
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours$33.75k - $56.25k
...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...Full timeTemporary workPart timeWork at office- ...consultative selling skills, build customer relationships, and participate in branch and tele-consulting activities while handling teller tasks. This paid program prepares you for a future Personal Banker role across Financial Center and Bank Mart locations. #J-18808-Ljbffr
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- Welltower is seeking a Financial Planning & Analysis Analyst to join our FP&A team in Toledo. This role focuses on portfolio and property level analysis, forecasting, and data-driven decision support using Anaplan and Power BI. You'll conduct variance analysis, maintain...
$63.75k - $106.25k
...opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Northwest Ohio.... ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and...Full timeTemporary workPart timeWork experience placementWork at office- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Full timeWork experience placementWork at office
- ...Organization : Name TOLEDO OH Default: Location : City MAUMEE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing...Work at officeLocal area
- ...consumer and business relationships. You will provide exceptional service, learn CCB products, and proactively recommend suitable financial solutions to meet customer needs. This role emphasizes one-customer-at-a-time service, rapport-building, and referrals for growth....
- ...banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank,...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Full timeImmediate startAfternoon shift
$23 per hour
...interest in a long-term career at Key. Essential Functions Partner with a KIS Private Client Advisor to gain hands-on experience. Participate in client discovery and financial planning activities including data entry and analysis. Observe client meetings and assist...Hourly payTemporary workWork experience placementSummer workInternshipSummer internshipH1bWork at officeRelocation packageFlexible hours
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