7 jobs found in Beachwood, OH

Description Summary: The Wealth Strategy Planning Associate is an integral part of the Wealth Strategy team, working directly with the Wealth Strategists and contributing to the team by performing several of the necessary tasks in developing and maintaining a financial plan for a client. Duties & Responsibilities: Providing professional expertise and consultancy to prepare and review financial plans for the Wealth Strategists using excel and various planning software packages Ability to research specific tax and planning issues for client projects and external presentations Building relationships internally and externally as a trusted partner Ability to create and develop materials for client, prospect, and intermediary meetings Performs other duties as assigned Basic Qualifications: Bachelor’s Degree At least 3 years of experience in financial planning, with knowledge in basic concepts...

Position Title Branch Banking – Client Consultant II Location Beachwood, OH 44122-1176 Job Summary The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients. Hourly Range: $19.13 - $23.91 - $28.69 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.  GEICO is looking for an experienced legal professional with a background in insurance to serve as Counsel . This role will support the Specialty Lines organization as it develops new products and refines existing operations. The ideal candidate will be a dynamic, ambitious and team-oriented individual who enjoys learning new things, taking ownership of key issues and building a strong relationship with...

Location(s) Beachwood, Ohio Details Kemper is one of the nation’s leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe that a high-performing culture, combined with valuable opportunities for personal development and professional challenge, and a healthy work-life balance, can be highly motivating and productive. Kemper’s products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you will help provide an experience to our stakeholders that delivers on our promises. Role: Licensed Insurance Sales Agent (with sign-on bonus and uncapped commissions).   Employment Type : Full-Time with Benefits   Work Arrangement : Field Role  Career and Opportunity : Kemper is a diversified insurance holding company that has been in business for over 100 years. We are firmly...

Position Title Branch Banking – Leader Location Beachwood, OH 44122-1176 Job Summary A Branch Banking Leader coaches a high-performing branch team to meet and exceed performance targets by teaching, training, and modeling sales behaviors while ensuring operational excellence. In addition, this role has a large focus on coaching to sales, revenue growth, and operational integrity with a focus on successful sales and client experience behaviors while delivering high level of client service. Annual Pay Range: $64,022.43 - $83,229.16 - $102,435.89 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Business Performance : Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.  Uses independent judgement and...

Location(s) Beachwood, Ohio Details Kemper is one of the nation’s leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper’s products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises. Role: Life Insurance Sales Agent Employment Type: Full-Time Work Arrangement: Field Role Career and Opportunity: Kemper is a diversified insurance holding company. We are firmly committed to servicing the insurance needs of modest-income families. Our strength lies within our dedication to frequent personal visits with...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Placement Specialist to join our growing team. The individual in this role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts. This includes overseeing timelines,...