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Financial advisor trainee Jobs in Cleveland, OH

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Financial advisor trainee • cleveland oh

Last updated: 3 days ago

Financial Advisor

Dollar BankCleveland, OH, United States
Full-time

Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in Cleveland.You will have the opportunity to work with an untouched customer base that has untapped referr... Show more

Financial Advisor

MBC Talent ConnectionsCleveland, Ohio, United States
Remote
Full-time
Quick Apply

Senior Financial Advisor - Remote/Hybrid.Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform... Show more

Financial Advisor - Greater Cleveland, OH

ThriventOH – Cleveland
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make... Show more

HFA Financial Advisor Senior - Branch

HuntingtonCleveland, OH, United States
$70,000.00 yearly
Full-time

HFA Financial Advisor Senior - Branch.The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their sh... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyCleveland, OH, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Voya Financial Advisor Cleveland

Voya Financial AdvisorsCleveland, OH, United States
Full-time

Independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a dynamic and motivated Financial Advisor to join our Cleveland team of advisors, on-site.The ... Show more

Remote Financial Advisor (CFA or CFP)

Micro1Brooklyn, Ohio, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

Remote Financial Advisor (CFA or CFP)

Micro1Lakewood, Ohio, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1East Cleveland, Ohio, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

Financial Advisor

Northwestern MutualCleveland, OH, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Financial Services & Opportunity Advisor

Traction Forge FinancialCleveland, Ohio, United States
Full-time

Traction Forge Financial, leveraging the strength of GFI, is expanding rapidly across Ohio and is looking for driven individuals ready to take control of their future while helping others do the sa... Show more

Financial Advisor - PNC Wealth Management

PNC Investments LLCLakewood , OH
$47,500.00 yearly
Full-time +1

Consults on investment and insurance strategies, as well as the development of financial plans for clients.Grows and retains an investment and insurance book of business.Owns the client experience,... Show more

Remote Financial Advisor (CFA or CFP)

Micro1University Heights, Ohio, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

Financial Advisor

Dollar BankCleveland, OH
Full-time

Dollar Bank, Pittsburgh’s oldest financial institution, is hiring for a financial advisor in our west territory of Ohio.You will have the opportunity to work with an untouched customer base that ha... Show more

Merrill Advisor Development Program - Financial Advisor: Northeast Ohio Market

Bank of AmericaCleveland, OH, United States
Temporary

Merrill Advisor Development Program - Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, comp... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1Shaker Heights, Ohio, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

Business Development Financial Advisor

CAPTRUSTCleveland, OH, United States
$125,000.00 yearly
Full-time

Business Development Financial Advisor.CAPTRUST is seeking a Business Development Financial Advisor who will assist in bringing in new clients through our custodial distribution channels.A competit... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1Maple Heights, Ohio, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

Remote Financial Advisor (CFA or CFP)

Micro1Parma Heights, Ohio, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

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Financial Advisor

Financial Advisor

Dollar BankCleveland, OH, United States
30+ days ago
Job type
  • Full-time
Job description

Financial Advisor

Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in Cleveland. You will have the opportunity to work with an untouched customer base that has untapped referral potential! You will be responsible for providing discretionary investment guidance for businesses and individuals and providing sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts, commodities, and alternative investments, among others. You will build and maintain long-term relationships with a portfolio of financially successful clients.

Education and Experience Requirements:

  • Bachelor's degree or commensurate experience.
  • Three years of experience selling mutual fund products, life insurance products, stocks and bonds.
  • Valid driver's license and access to a reliable vehicle.
  • Strong interpersonal skills.
  • Strong time management and organizational skills.
  • Ability to prioritize and manage multiple projects.
  • Functional familiarity with all aspects of Windows applications and navigation as well as competency with Microsoft Word.
  • Fully Licensed: FINRA 7, 66 (65 &63 or CFP) and Life/Health.
  • A valid driver's license and access to a reliable vehicle.

Essential Functions:

  • Conduct outgoing calls to assigned accounts/leads from Dollar Bank personnel, set appointments, and make presentations.
  • Develop and maintain lead generation through centers of influence to promote Dollar Bank's core values and increase book of business.
  • Provide full array of financial planning for clients, dependent upon their needs, to include both Brokerage and Advisory services, inclusive of mutual fund products, life insurance products, stocks, bonds and investment CDs and other investments as appropriate.
  • Maintain effective relationships with all Cetera financial services personnel. Conduct training and sales meetings with assigned partnerships.
  • Stay current and up to date on products and tax laws affecting customers' finances.
  • Evaluate customer current and future needs through a thorough review of their current life's situation and develop a plan for each customer, as appropriate.
  • Ensure in all cases product/risk suitability for each customer.
  • Meet goals established for production, outbound calls, cross referrals, etc and report progress.
  • Maintain strong closing ratio from prospect to sale.
  • Keep well informed of the competitor environment.
  • Complete and file all necessary paperwork. Comply with all rules, regulations and policies of Dollar Bank, Cetera, all state and federal securities regulators, and self-regulatory organizations.
  • Maintain files in accordance with Cetera guidelines, FINRA, SEC, insurance department and regulatory authorities.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.