Financial Advisor
Gryphon Financial Partners
Overview Gryphon Financial Partners is a $2.4B AUM independent RIA and multi-family office serving high-net-worth clients and families. We offer a core Wealth Management practice and a Multi-Family Office for families with $25M+ in assets spanning investment management, financial and estate planning, philanthropic strategy, private capital, lending, business succession, corporate executive services, and full family office. The Family Wealth Alliance ranked us #1 among our national peer group of RIAs, MFOs, and SFOs. The Opportunity We are growing intentionally and selectively. We are looking for a Senior Client Advisor / Relationship Manager to join our team in Toledo, Columbus, or Cincinnati. Bring your talent, your relationships, and your ambition to a firm that invests in your success the same way you invest in your clients. Why Advisors Choose Gryphon True Independence: No proprietary products, no quotas, no conflicts. Fiduciary advice, every time. Leadership That Supports You: Our leaders\' job is to clear your path. Full client service, planning, investment, and ops support behind you daily. A Voice That Matters: Every advisor shapes how this firm evolves. Your ideas are heard and acted on. Radical Transparency: Comp, strategy, decisions — honesty and candor, always. No surprises, no politics. Compensation Built Around You: Industry-leading grid or base/bonus, your choice, both with uncapped earning potential. What You Will Do Serve as the primary trusted advisor to a portfolio of HNW clients and families Lead client meetings with polished presentations, portfolio reviews, and integrated financial plans Deliver full-spectrum services: investments, estate/financial planning, philanthropy, lending, and family office Collaborate with internal teams and clients\' tax, legal, and insurance professionals Cultivate multi-generational relationships and expand services over time What We Offer Compensation: Industry-leading grid or base/bonus, both uncapped Benefits: Health, dental, vision; 401(k) with match; profit-sharing Time Off: 5 weeks paid vacation Development: Financial support for designations and continuing education Infrastructure: Full support in client service, planning, investments, and operations What We Are Looking For Bachelor’s degree, Finance or Business preferred 5+ years of client relationship management in wealth management Designations preferred: CFP, ChFC, CPA, CFA, RICP, or CEPA Exceptional communication: written, verbal, and interpersonal Deep knowledge of the full wealth management lifecycle Uncompromising fiduciary mindset Problem-solver; strong organizational discipline and follow-through #J-18808-Ljbffr Gryphon Financial Partners
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...Overview 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$61k - $119k
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...Roofline business unit and the preparation of annual operating plan, forecasting and reporting for Operations. The position will own the financial planning uploads in NSPB, variance analysis for materials and labor, and assist with ad hoc requests from the Operations...Full timeWork at officeLocal areaFlexible hoursShift workNight shift- ...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
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- ...Overview WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their...
$110k - $200k
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...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$18 - $23.08 per hour
...Toledo, Ohio 43606 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper...Hourly payPart timeWork experience placementShift workDay shift- Position Summary The Sr. Financial Analyst FP&A is responsible for supporting company-wide financial planning, forecasting, reporting, and analysis. This role serves as a finance business partner to cross-functional teams and leadership by analyzing company performance,...H1bWork at officeLocal areaFlexible hours
$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 experience placementWork at officeShift work- ...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
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$19.23 - $28.37 per hour
...Lambertville, Michigan 48144 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank... ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...Hourly payWork experience placementWork at officeDay shift$19.23 - $28.37 per hour
## Financial Wellness AssociateApplylocations: Lambertville, MItime type: Full timeposted on: Posted Todaytime left to apply: End Date:... ...Lambertville, Michigan 48144**Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank...Hourly payWork experience placementWork at officeDay shift- ...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
$45k
...and generous paid time off programs On-campus fitness programs and meal delivery services Comprehensive health, wellbeing, financial wellness, and childcare benefits Opportunities for growth and advancement Additional Perks Employee assistance program with...Full time$37.44k - $44k
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