147 advisor jobs found

Description Job Summary: As a Treasury Management Advisor III - International, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations. Duties & Responsibilities...

Description Summary: The Treasury Management Advisor I acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  This role requires that the candidate be located in Columbus, OH (work location: Easton office, 7 Easton Oval, Columbus, OH 43219). Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales...

Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers. Responsible for partnering with every line of business (Mortgage,...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Financial Business Advisor (Financial Consultant) – P&C Finance Location: Columbus, OH (Hybrid) or Remote U.S. Function: Finance, Forecasting, Strategic Planning, Insurance Accounting, Reinsurance If you are a finance professional who enjoys solving complex business problems, influencing leaders, and helping shape financial strategy in a changing environment, this role offers a unique opportunity to make an impact across Nationwide’s P&C Finance organization. In this role, you will partner closely with CFO teams, controllership, and other finance stakeholders to deliver financial...

Description Job Description: As a Treasury Management Advisor III, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations. Duties & Responsibilities: Strategic Business Development...

Description Summary: The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties as...

About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a high-performing...

Description Summary: Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the small business space from $0-$3 million.  You will also partner with branches to identify new sales opportunities for merchant services while also coaching branch staff, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts. Duties and Responsibilities: Actively prospect and build relationships with new clients, converting leads into valuable partnerships.  Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, ACH) and navigate complex hardware and software needs. Build pipeline, convert leads, navigate complex hardware and software needs, and close deals,...

Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers. Responsible for partnering with every line of business (Mortgage,...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Title: Financial Advisor, Money Coach Program Job Summary As a Money Coach, you’ll serve as a key financial wellness resource for retirement plan participants, offering one-on-one guidance and group education to help them confidently plan for the future. You'll empower individuals to improve retirement readiness while uncovering broader financial needs and collaborating with senior financial advisors to ensure holistic support. This role blends coaching, travel, and referral management to support our mission of improving financial outcomes at scale. Key Responsibilities Participant Coaching & Education Conduct one-on-one and group coaching sessions focused on retirement readiness, budgeting, debt management, and investment basics. Provide guidance on plan features...

Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior.   Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales...

MarshBerry is growing! We are seeking a Vice President, Transaction Advisory, to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is seeking a Vice President, Transaction Advisory , based either our Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA office. The Vice President is responsible for the execution of transaction advisory projects and will provide strategy and project oversight to MarshBerry’s...

Description Summary: The Regional Banking Commercial Real Estate Program Manager provides leadership and has overall responsibility for planning, directing, and coordinating activities pertaining to the regional bank with a focus on the regional bank’s real estate group.  Duties and Responsibilities: Creates analyses and strategies for the regional bank with a focus on commercial real estate customers and relationship managers Creates reports, analysis, dashboards, and other key metrics for leadership and tracking. Researches regional banking and real estate customers to identify key attributes for segmentation purposes. Coordinates and monitors the scheduling and performance of programs.  Ensures projects are completed on time and within budget and that appropriate governance is followed.  Develops understanding of credit procedures, policies, exposure, and other credit related data points for real...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will support P&C Sales and Agency compensation . We're seeking a detail-oriented professional with strong Excel skills, a high level of accuracy, and the ability to anticipate business needs. If you enjoy solving problems, building strong partnerships, and driving continuous improvement, this could be a great fit. Key Qualifications: Demonstrated problem-solver with a continuous improvement mindset. High technical aptitude, including strong...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The individual contributor role in the P&C Claims Legal, Property Center of Excellence, serves as a strategic legal advisor and thought partner to the auto, powersports and RV business, supporting complex, project‑specific initiatives within the physical damage and repair ecosystem that sit adjacent to auto, powersports and RV claim operations. This role is heavily involved in enabling strategy, innovation and AI related solutions. This ideal for a forward-thinking legal professional who is energized by ambiguity, cross-functional...

Job Summary: The IT Governance, Risk, and Compliance (GRC) Lead Analyst serves as a subject matter expert responsible for leading the design, implementation, maturity, and continuous improvement of the organization’s IT governance, risk management, and compliance programs. This role provides strategic oversight of technology risk and control management, partners with business and technology leaders to ensure alignment with enterprise objectives and drives a proactive risk-aware culture across the organization. The GRC Lead Analyst serves as a trusted advisor to senior leadership, influencing risk-based decision-making and ensuring compliance with regulatory requirements, industry standards, and internal policies. The ideal candidate possesses deep expertise in governance frameworks, regulatory compliance, IT controls, risk management, audit practices, and cybersecurity governance, along with demonstrated leadership in driving enterprise-wide initiatives and mentoring others....

- Core Specialty is seeking an Assistant General Counsel to serve as a key legal advisor to business leaders and the compliance department on insurance regulatory matters affecting day-to-day operations.   This role will focus on regulatory interpretation and compliance support, helping translate legal requirements into practical business advice across underwriting, product development, claims and licensing.   Key Accountabilities/Deliverables: Provide practical, business-oriented legal advice on insurance regulatory requirements impacting operations, including underwriting, rating, claims, product development, and distribution.   Work closely with the compliance department on regulatory change management, forms and rates, policy administration, agency licenses and appointments, insurance company licenses, and consumer complaint handling.    Serve as legal advisor in connection with regulatory inquiries, data calls, audits, market conduct exams, and...

- Core Specialty is seeking an Associate General Counsel to serve as a lead advisor for Core Specialty’s regulated insurance distribution and risk-transfer relationships.  The Associate General Counsel will own the review and drafting of contracts with insurance producers, managing general underwriters, program administrators, third-party claims administrators, and reinsurers.  The Associate General Counsel will also act as a trusted advisor to business leadership on insurance regulatory matters impacting distribution, reinsurance, and other insurance operations matters, ensuring alignment with applicable laws and regulations.  Key Accountabilities/Deliverables:   Lead the review, drafting, and negotiation of: Producer, agency, and broker agreements; Managing general underwriter and program management agreements; Third-party claim administrator agreements; and Assumed and ceded reinsurance agreements. Engage with internal and external...