Junior Financial Planner & Planning Specialist
Wealth Impact Advisors LLC
A financial advisory firm in Ohio is seeking a Junior Associate Advisor to support the financial planning process. This role is perfect for motivated individuals who enjoy attention to detail and possess strong communication skills. You will work closely with lead financial advisors and manage multiple tasks to ensure client-focused operations. Candidates should be pursuing CFP® designation and are encouraged to develop additional financial credentials. The position offers flexible hours while maintaining full-time status. #J-18808-Ljbffr
$70k - $100k
...Golden Reserve in Akron, Ohio is seeking a Client Services Specialist (CSS) who will not only manage the client sales process but also provide world-class support to clients. The role involves working closely with a dedicated team and requires a commitment to excellence...SuggestedWork at office- ...Fidelity Investments Inc. is seeking a Financial Consultant in Fairlawn, Ohio, to engage with clients and enhance their financial planning processes. You will have the opportunity to work with existing clients, presenting complex financial solutions while fostering strong...Suggested
$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client’s financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...SuggestedHourly payWork experience placementDay shift$60k - $85k
...expansion Position Summary The FP&A Analyst – Marketing will serve as a key partner to the Marketing FP&A function, supporting financial planning, forecasting, and performance analytics across marketing channels. This role will work closely with the Director of Marketing...JuniorH1bWork at officeLocal areaFlexible hours- ...conversations. This role will be expected to travel to various Financial Centers within the market.Responsible and accountable for risk... ...this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and...SuggestedWork at office
- ...school diploma and at least 2 years of customer service experience. The position entails working in an office environment with travel to various financial centers as needed. Join Fifth Third Bank and contribute towards an inclusive workplace culture. #J-18808-Ljbffr...Work at office
- ...dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility. ~"Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting ~ Employee...Full time
$112k - $210k
...KPB) is dedicated to serving our clients' financial needs through expert advice and... ...advisory team, including trust, investment and planning strategists, based on complexity of the... ...S65 (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment...Work experience placementWork at officeLocal areaFlexible hoursNight shift- Fifth Third is seeking a Float Personal Banker Associate I in Fairlawn, OH. This role requires providing exceptional customer service in a banking environment, problem resolution, and maintaining confidentiality. The ideal candidate should have a high school diploma or...
- ...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
- ...Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you’ll introduce plan participants to the breadth of Schwab’s Retail... ...will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the...Work experience placementWork at office
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...achieve their goals through financial planning. On your path to becoming a financial... ...Series 63, and more Certified Financial Planner licensing support Fully company‑funded...Contract workFor contractorsWork at office- ## Financial Consultant - Fairlawn, OHApplylocations: Fairlawn, OHtime type: Full timeposted on: Posted Todayjob requisition id: 2130720... ...the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides...Work at office
- ...WealthBridge Financial Group is seeking a results‑oriented Experienced Financial Advisor to join our team. In this position, you will... ...comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Experienced Financial...
- ...A financial services firm is seeking a full-time Financial Advisor based in Akron, OH. The role involves developing tailored financial plans, providing expert investment advice, and delivering retirement planning solutions. Ideal candidates will have a Bachelor's degree...Full timeWork at officeRemote work
$61k - $250k
...Northwestern Mutual Life Insurance Company is offering an exciting opportunity for a Financial Advisor in Akron, Ohio. The role involves building a client base, creating personalized financial plans, and being a valued partner in clients' lives. With performance-based earnings...- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact... ...help you do so. Get the support of specialists from every facet of the organization-such... ...recurring revenue streams, and dedicated planning fees for those who qualify. Medical,...Local area
$61k - $250k
...Northwestern Mutual in Akron, Ohio is seeking a Financial Advisor. This role allows you to build your own business while helping clients... ...responsible for growing your client base and managing their financial plans. The position offers performance-based earnings ranging from $6...$50k
...our unique branch-team business model. One financial advisor and one branch office... ...monitor, and adjust the branch business plan to increase branch effectiveness and achieve... ...designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning...Work at officeWork from homeHome officeFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives... ...for building an integrated financial planning practice from the ground up. Our college... ...internship? Full-time student; juniors and seniors preferred Entrepreneurial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...OH Default: Location : City AKRON Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by... ...Responsibilities Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions. Travels throughout...Work at officeLocal area
- ...Financial Advisor Opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at 7 17 Credit Union in Akron, OH would allow you to join 7 17 Credit Union as...Local area
$65k - $70k
...The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Wealth Advisor will be based out of a Citizens corporate office location and work...Currently hiringWork at officeLocal areaFlexible hours- ...Consultant – Financial Planning & Analysis Location: Flexible (Remote with up to 25% travel) Full-Time Financial Planning & Analysis Practice This position is for a Consultant specializing in Financial Planning & Analysis (FP&A) with interest and experience...Full timeWork at officeRemote workFlexible hours
- ...Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at 7 17 Credit Union in Akron, OH would allow you to join...Local area
- ...Full-Time/Part-Time Full-Time Description FINANCIAL AID ADVISOR - CAMPUS SUMMARY The Financial Aid Advisor (FAA) performs administrative work directly related to the administration of financial aid programs. The FAA coordinates and executes state, federal...Full timePart timeWork experience placementCasual workWork at officeLocal areaMonday to FridayAfternoon shift
- ...Sequoia Financial Group in Akron, Ohio seeks a motivated Wealth Planner to join their Wealth Planning Department. The ideal candidate will prepare comprehensive financial plans and work with client-facing advisors to deliver excellent financial services. Applicants should...
- ...Description Job Description Sequoia Financial Group is a growing Registered Investment... ...headquartered in Northeast Ohio, offering financial planning and wealth management services. At... ...to join our team in the role of Wealth Planner. The Wealth Planner is a member of the...Work at office
- ...KeyBank is seeking a full-time Personal Banker in Stow, OH. In this role, you will build strong client relationships, assess financial goals, and provide tailored banking solutions. Responsibilities include managing accounts, facilitating transactions, and cross-selling...Full time
$41.25k - $68.75k
...experience by identifying opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners to grow... ...protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back‑up child/elder care...Full timeTemporary workWork experience placementWork at officeShift work
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