Investment advisor Jobs in Cleveland, OH
Create a job alert for this search
Investment advisor • cleveland oh
Last updated: 2 days ago
Essential Functions and Duties.Responsibilities (Client Facing).Act as a prudent fiduciary / co-fiduciary to defined contribution plans and plan sponsors regarding the selection, monitoring, and repl...Show moreLast updated: 30+ days ago
Athletics / Student Activities / Coaching.APPLICATIONS WILL BE RECEIVED FOR THE FOLLOWING POSITION(S) FOR THE 2025-2026 SCHOOL YEAR : .
Garfield Heights City Schools is seeking enthusiastic and committed ...Show moreLast updated: 4 days ago
Vice President, Investment Banking.Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third ...Show moreLast updated: 30+ days ago
Base Salary + Quarterly Production Bonus + Full Benefis.MUST HAVE 7 / 66 (63 / 65) This position is subject to SAFE Act registration requirements.
Pursuant to the SAFE Act requirements, all employees en...Show moreLast updated: 30+ days ago
Assurance Senior - Private Funds.We are actively seeking a talented Assurance Senior specializing in Private Funds to join our team.
This opening is driven by the dual needs of backfilling and strat...Show moreLast updated: 30+ days ago
We consider applications for this position on an ongoing basis.A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences-for true beauty enthusiasts.A...Show moreLast updated: 2 days ago
Legalist is an institutional alternative asset management firm.Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale.We are always ...Show moreLast updated: 29 days ago
A company is looking for an Investment Associate- Structuring & Analytics.Key Responsibilities : Support investment underwriting and decision-making processes in an analytical capacity Assist in ...Show moreLast updated: 30+ days ago
Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm with over $11 billion across 16 advisory practices in 5 locations across the country.For over 20 year...Show moreLast updated: 30+ days ago
At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show moreLast updated: 30+ days ago
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 becomi...Show moreLast updated: 30+ days ago
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 becomi...Show moreLast updated: 24 days ago
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.As a(n) [position title] w...Show moreLast updated: 30+ days ago
At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...Show moreLast updated: 30+ days ago
District Partners is engaged on this exclusive search for a skilled Tax professional to join our client's team in a role that breaks away from the ordinary.
This position offers a rare opportunity t...Show moreLast updated: 2 days ago
Vice President, Investment Banking.Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third ...Show moreLast updated: 28 days ago
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...Show moreLast updated: 30+ days ago
We are the largest network of commercial vehicle dealerships across the US representing truck and bus manufacturers.Our franchises include Peterbilt, International, Hino, Isuzu, Ford, IC Bus and Bl...Show moreLast updated: 30+ days ago
Vice President, Investment Banking.Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third ...Show moreLast updated: 27 days ago
Investment Consultant
CBIZCleveland, Ohio, USAFull-time
Club Advisor
Garfield Heights Board of EducationGarfield Heights, OH, United StatesPart-time
- Promoted
Vice President, Investment Banking
Fifth Third BancorpCleveland, OH, USFull-time
- Promoted
FINANCIAL ADVISOR
Jamie GrayemCleveland, OH, United StatesFull-time
- Promoted
Assurance Senior - Investment Funds
Emerald Resource GroupCleveland, OH, United StatesFull-time
Beauty Advisor
Ulta BeautyBrook Park, OH, United StatesFull-time +1
- Promoted
Senior Investment Analyst
LegalistCleveland, OH, USFull-time
Investment Associate
VirtualVocationsCleveland, Ohio, United StatesFull-time
Advisor
Signature Estate and Investment Advisors IncCleveland, OH, USFull-time
- Promoted
Block Advisor Tax Advisor
H&R BlockCleveland, OH, USFull-time
- Promoted
Financial Advisor
Northwestern MutualCleveland, OH, United StatesFull-time
- Promoted
Financial Advisor
Northwestern Mutual Life Insurance CompanyCleveland, OH, United StatesFull-time
Investment Advisor I
PNCCleveland, OH, USAFull-time
- Promoted
Associate, Investment Banking - Industrials
StoutCleveland, OH, United StatesFull-time
Tax Advisor
District Partners LLCCleveland, OH, United StatesFull-time
- Promoted
Vice President, Investment Banking
Charlotte StaffingCleveland, OH, USFull-time
Financial Advisor
Hantz GroupIndependence, OH, USFull-time
Service Advisor
Rush EnterprisesCleveland, OH, USFull-time
- Promoted
Vice President, Investment Banking
Chicago StaffingCleveland, OH, USFull-time
- radiologist (from $ 128,440 to $ 410,000 year)
- insurance adjuster (from $ 45,000 to $ 341,250 year)
- chief medical officer (from $ 123,413 to $ 265,099 year)
- medical field (from $ 189,500 to $ 248,000 year)
- associate dentist (from $ 146,250 to $ 237,500 year)
- psychiatrist (from $ 127,000 to $ 227,000 year)
- owner operator (from $ 67,688 to $ 225,000 year)
- physician (from $ 71,071 to $ 225,000 year)
- business relationship manager (from $ 111,150 to $ 225,000 year)
- technical director (from $ 70,500 to $ 221,503 year)
- Miami, FL (from $ 85,000 to $ 215,000 year)
- Indianapolis, IN (from $ 55,000 to $ 200,000 year)
- Boston, MA (from $ 91,500 to $ 180,350 year)
- New York, NY (from $ 81,100 to $ 178,375 year)
- Atlanta, GA (from $ 92,783 to $ 171,813 year)
- Charlotte, NC (from $ 116,700 to $ 170,000 year)
- San Bernardino, CA (from $ 85,000 to $ 165,000 year)
- San Francisco, CA (from $ 79,488 to $ 165,000 year)
- San Jose, CA (from $ 85,000 to $ 165,000 year)
- San Diego, CA (from $ 85,000 to $ 165,000 year)
The average salary range is between $ 70,376 and $ 165,000 year , with the average salary hovering around $ 100,000 year .
Investment Consultant
CBIZCleveland, Ohio, USA30+ days ago
Job type
- Full-time
Job descriptionAssist with investment solution development and maintenance, including but not limited to discretionary products and client deliverables Assist with asset class coverage as needed Assist with client reporting Participate in research and asset allocation conversations Participate in the development of new business presentations and evaluations Author periodic white papers and / or case studies Additional responsibilities as assigned Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course content CFA (Chartered Financial Analyst), CIMA (Certified Investment Management Analyst) Prior plan advisory and / or recordkeeper experience High School Diploma or GED At least three years of professional, retirement plan investment advisory experience in a 401(k) and / or 403(b) environment Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures Possesses comprehensive knowledge of pertinent laws, regulations and professional standards Proficient use of applicable technology Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) Experience performing work that requires initiative and leadership skills Series 6 license, plus any other licenses as required by law Pursuing at least one of the following : CFA (Chartered Financial Analyst), CPFA (Certified Plan Fiduciary Advisory), CIMA (Certified Investment Management Analyst) or other approved credentials or those required by law Ability to anticipate and elicit customer needs Ability to self-learn and develop business and technical knowledge quickly Motivated team player with demonstrated interpersonal skills Comfortable working with quick turnaround times and deadlines Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
Essential Functions and Duties
Responsibilities (Client Facing)
- Act as a prudent fiduciary / co-fiduciary to defined contribution plans and plan sponsors regarding the selection, monitoring, and replacement of investment options
- Demonstrate an understanding of DOL and ERISA best practices
- Articulate macro-economic trends and current events along with their potential impacts to plan investments.
- Review and recommend modifications to the Investment Policy Statement based on needs of the Plan Sponsor to ensure compliance and consistency
- Pace industry developments specific to defined contribution investment developments and be able to articulate to clients
- Provide general client service and problem resolution services
- Prepare investment related agenda items and content for client meetings
- Deliver presentation of investment reviews with clients
- Work with service team on investment review action items / follow ups
- Perform investment assessment and analysis for the entry and removal of select fund lists
- Produce reports using investment software programs
- Assist with client requests for proposals for plan recordkeepers / vendors
- Provide individual and global investment advice to plan participants as needed in conjunction with Retirement Plan Education Specialist
- Additional responsibilities as assigned
Responsibilities (Back Office)
Preferred Qualifications
body { font-family : Arial, sans-serif; line-height : 1.6; padding : 20px; } strong { font-weight : bold; color : black; } ul, ol { margin-left : 20px; }
Qualifications Required
#LI-OD1 #LI-Hybrid
ABOUT US
CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.