Jobs near Toledo: 1,544
RS
Relevance Score ranked on: FINANCIAL
Financial Wellness Associate
Waterville
Location:1360 Michigan Avenue - Waterville, Ohio 43566 Job Summary. Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper convers...
Search Terms: Financial, Wellness, Associate, Client Relations, Business Partner
84.6
14mi
Updated: December 20
Financial Consultant - Toledo, OH
Perrysburg
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nur...
Search Terms: Financial Consultant, Financial, Consultant, Customer Experience, Technology
75
7.6mi
Updated: December 19
Private Client Financial Advisor
Sylvania
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the cli...
Search Terms: Financial Advisor, Advisor, Private, Financial Planning, Client
73.6
9.4mi
Updated: December 12
Private Client Advisor
Toledo
Location:5740 Lewis Avenue - Toledo, Ohio 43612 Job Description Preview. Job Summary. The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary p...
Search Terms: Client Advisor, Advisor, Private, Financial, Investment
71.3
0mi
Updated: December 05
Investment Executive
Toledo
Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned ...
Search Terms: Investment, Executive, Sales, Customer Experience, Client Relations
68.3
0mi
Updated: November 20
Citizens Banker
Maumee
Salary Range: $21.18 - $25.47 / hour Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do. Are you outgoing? Do you get satisfaction out of helping others and offering sound a...
Search Terms: Banker, Financial, Business Partner, Relationship
68.2
7.6mi
Updated: December 19
Citizens Banker
Perrysburg
Salary Range: $20.12 - $24.15 / hour Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do. Are you outgoing? Do you get satisfaction out of helping others and offering sound a...
Search Terms: Banker, Financial, Business Partner, Relationship
68.2
7.6mi
Updated: December 19
Lead Teller
Holland
Location:6811 Airport Highway - Holland, Ohio 43528 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter...
Search Terms: Teller, Lead, Client Relations, Skills, Business
68
9.4mi
Updated: December 20
Senior Cost Accountant
Maumee
Reporting to the Accounting Manager, Outdoors, the Senior Accountant assists the controllership function in our mission of timely and accurate reporting of financial results and ensuring internal controls over financial reporting are designed and operating effectively. This role will have a focus on ...
Search Terms: Cost Accountant, Accounting Manager, Accountant, Senior, Accounting
63.7
7.6mi
Updated: December 21
Investment Executive
Holland
Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned ...
Search Terms: Investment, Executive, Sales, Customer Experience, Client Relations
63.2
9.4mi
Updated: November 20
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