Private Wealth Advisor
Nexxt, Inc.
Description Summary The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties as assigned. Basic Qualifications Bachelor's Degree State Life and Health Licenses required to be obtained within 90 days of hire At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required. Preferred Qualifications Securities and life insurance licenses. Demonstrated success working with high net worth clients. Proven ability to build strong relationships with clients. Excellent written and verbal communication skills. Ability to multi-task. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$116k - $216k
KeyBank is seeking a skilled Sr. KPB Relationship Manager in Pepper Pike, Ohio to serve high net worth clients by advising on banking and investment solutions. The role includes developing strategies based on client goals and coordinating with a relationship team. The ...Private- ## Private Bank Wealth Advisor IV - East ClevelandApplyremote type: Officelocations: Beachwood, OHtime type: Full timeposted on: Posted Todayjob requisition id: R0070166# **Description****Summary:**The Private Bank Wealth Advisor IV is a primary client relationship manager...PrivateWork at officeRemote workWork from homeFlexible hours
- United States Digital Space LLC is seeking a senior Private Banking Client Manager in Cleveland, OH to acquire and deepen client relationships... ..., delivering a Branded Client Experience and integrated wealth solutions. You will lead cross-functional teams, understand...Private
- ...A leading financial services company is seeking a Wealth Management Advisor in Cleveland, OH. The role involves building client relationships, developing financial strategies, and providing tailored financial product consultations. Ideal candidates will have a Bachelor...Private
$116k - $216k
...Chagrin Blvd, Pepper Pike OhioJob SummaryKey Private Bank (KPB) is dedicated to serving our... ...promise, acting as the primary client advisor, developing and implementing strategies based... ...an in-depth knowledge of financial wealth management services and products as well...PrivateFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...Merrill Advisor Development Program - Financial Advisor: Northeast Ohio Market Pepper... ...Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of... ...Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America, N....PrivateInterim roleWork at officeLocal areaImmediate startShift workDay shift
- About CFBank: We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced...PrivateFlexible hours
$105.4k - $207.8k
...you will be responsible for… Supporting transaction strategy, diligence, integration, and separation engagements for corporate and private equity clientsAnalyzing financial, operational, and market data to inform transaction decisions and growth strategiesDeveloping business...PrivateLocal areaVisa sponsorship$128k - $252.5k
...transformational projects or transactions creating lasting impact.If you are looking to work on complex transactions with corporate and private equity clients, this role offers the opportunity to support finance integration and separation efforts that help organizations...PrivateLocal area- Milton Hershey School, a cost-free private residential school for pre-K through 12th grade, is seeking dedicated House Parents to join our Education, Training & E-Learning team. House Parents live in student homes and provide a safe, structured, and nurturing environment...PrivateLive in
- ...will have experience in a wide variety of transactions, including one or more of the following areas: mergers and acquisitions and private equity transactions, representing borrowers and lenders in commercial financings or counselling clients with respect to securities...PrivateWork at office
$128k - $268k
..., Cleveland Ohio Job Summary The Key Family Wealth Investment Consultant serves as the senior investment advisor to the Family Wealth National Strategy Team (FWNST... ...family office professionals. Represent Key Private Bank as a subject matter expert through presentations...PrivateFull timeWork experience placementWork at officeFlexible hoursNight shift- ...Private Banker We are actively looking for exceptionally talented individuals who are... ...building, preserving and managing their wealth. You will use your knowledge of investments... .... Asset Management provides individuals, advisors and institutions with strategies and expertise...PrivateTemporary workWork experience placementLocal area
- ...Senior Vice President, Lead Wealth Advisor About the Company Nationally recognized wealth management, retirement advisory, and business... ...firm. Industry Financial Services Type Privately Held About the Role The Company is seeking an SVP, Lead...Local area
- KeyBank is hiring a Private Client Advisor to focus on Mass Affluent clients and lead with financial wellness. This role involves providing investment solutions and developing strong partnerships with branch staff to enhance client relationships. Candidates should have...
- JPMorgan Chase & Co. is looking for a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. The role emphasizes building client relationships and delivering personalized investment solutions, embracing digital innovations...
- Hertz is seeking a Private Aviation Specialist in Cleveland to support our private aviation clients with reservations and premium service. You will handle booking, modification, and cancellation tasks, respond to the Aviation Services Inbox, and ensure high-quality customer...Private
$35.36k - $50.4k
...processing of deposits made to Night Depository. Complete ongoing training as required Compliance, HR, etc. Provide support for the Private Client Groups as needed. May be asked to assist in alternate Financial Centers. ADDITIONAL ACCOUNTABILITIES Performs...Full timeLocal areaNight shift- Position OverviewBernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth... ...-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management...PrivateFull timeFlexible hours
- ...skills Preferred Qualifications Telecommunications, broadband, data center, infrastructure, or recurring revenue business experience Private equity-backed company experience Capital markets, structured finance, or debt financing experience M&A transaction experience...PrivateFull timeContract workWork at office
- ...Accountant to join our Client Delivery & Fund Operations team in Cleveland. You will provide outsourced fund accounting services to private equity funds and registered funds, maintaining books, calculating NAV, and allocating investor charges with precision. Your work...Private
- ...Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net... ...relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management...Private
- ...all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture...PrivateTemporary workWork at officeLocal areaRemote work
- Kokosing ( is one of America's 50 largest General Contractors and services a broad spectrum of clients in both the private and public business sectors. Kokosing's services include heavy civil/industrial construction such as highways, bridges, underground utilities, water...PrivateFull timeFor contractorsFor subcontractorNight shift
$171.6k - $338.3k
...acquisition, and divestiture services to corporate strategic buyers and private equity investors And succeeding in today’s private equity... ...demands of their customers. Our clients include asset, wealth, and investment advisers and administrators from every sector of...PrivateLocal areaVisa sponsorship- ...Manager to support the Executive Director and residents in a hands-on role. You will blend business office, payroll, HR administration, private pay billing, and front desk responsibilities into one position with growth potential. The ideal candidate will have experience in...PrivateWork at office
- Finance Associate Position Type: Part-time Reports To: Director of Finance Start Date: Immediate Location: Pepper Pike or Peninsula Campus Job Summary: Heritage Classical Academy is seeking a qualified Finance Associate. The ideal applicant understands and...Part timeWork at officeLocal areaImmediate start
- Responsibilities Provides excellent service and timely support. Performs assessment and collections activity on pre-service scheduled cases to resolve future and previous financial risk or escalates for appropriate review and approval in a timely manner (75%). Generate...
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...Full timeContract workFor contractorsWork at office
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