118 financial advisor jobs found

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,...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:                                                                                                               This position is responsible for scheduling appointments for members, Associate Financial Professional, Financial Service Representatives, and/or Lead Financial Professional, marketing the Wealth Management Solutions program to Credit Union employees and...

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 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 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. We are seeking a Financial Analyst to join our team.  The Financial Analyst is responsible for analyzing client business and financial documents and preparing financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Financial Advisory Team. Responsibilities: • Collaborates as a key member of project teams in fulfillment of...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial 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. Position Overview The Senior Financial Services Technical Lead plays a critical role on Nationwide Financial’s Advisory New Business (NB) Team , supporting the onboarding and administration of advisory annuity products from application through funding. This team specializes in advisory-focused products and processes that originated with the Jefferson National acquisition and has since expanded to support additional Nationwide advisory offerings, including Monument Advisor and NARIA . In this...

Description This position is available to be filled in a corporate location. Summary: Huntington Bank’s Internal Audit Department is searching for a Quality Assurance Project Manager with a passion for strengthening audit quality and mitigating risk. Serving as a trusted advisor to Internal Audit, this role acts as a subject matter expert in audit quality, professional standards, regulatory expectations, and plays a critical role in safeguarding the integrity and effectiveness of the Internal Audit function for Audit leadership, senior management, and external regulators. In this role, you will lead and execute Quality Assurance reviews across audit activities (engagements, validations, continuous auditing and monitoring, etc.) to evaluate conformance with Huntington policies, professional standards, and regulatory requirements. You will collaborate closely with Audit Directors, Managers, Professional...

MarshBerry is growing! We are seeking a Recruiting Coordinator 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, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is seeking a Recruiting Coordinator for our Beachwood, OH location. The Recruiting Coordinator provides recruiting support to the Human Resource Business Partners (HRBPs) and Recruiters. The Recruiting Coordinator’s responsibilities will include supporting full-cycle recruiting activities including candidate sourcing and...

Description Position Summary   The   Accounts Receivable Automation Solutions Consultant ( AR   Automation Consultant)   is a senior, relationship-driven   solution sales   role responsible for driving adoption of   bank-sponsored receivables automation solutions   across   middle market, large corporate, and enterprise clients   (typically $50MM+ in annual revenue).   This role partners closely with   Commercial Relationship Managers (RMs)   and   Treasury Management Advisors (TMAs)   to embed   AR   automation into broader   treasury, payments, liquidity, and credit relationships , positioning the bank as a strategic advisor in w orking capital optimization and financial process modernization.   Key Responsibilities   Relationship Management & Treasury Integration   Partner with Commercial RMs and TMAs to...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Customer Care Advisor Customer Sales and Renewal Agent Sedgwick is an Equal Opportunity Employer. The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Sedgwick retains the discretion to add or to change the duties of the position at any time.

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. Nationwide’s Investments Legal Practice Group within The Office of the Chief Legal Officer is seeking an experienced and highly motivated attorney to join our team supporting the Department of Investments. This role is a critical partner to Nationwide’s investment professionals and provides strategic, business-oriented legal guidance on a wide range of sophisticated private investment transactions, including private placements, private credit, private funds, co-investments, secondary transactions, and related matters. The successful...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial 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. Associates in this role develop, train, run, and communicate analytical models to business partners and other end users while making connections to larger NF initiatives and goals. They lead financial and operational measurement projects, identifies relevant data sets for data analytics application(s) , creates visual and statistical solutions using advanced business intelligence tools and appropriate research methodologies and best practices. Frequently runs in-depth data analysis of to...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Customer Care Advisor Hybrid position available in Dublin 4. This is a fantastic opportunity to launch your career in the insurance industry, opening doors to countless pathways for growth and advancement. Key roles   You will advise customers on their insurance needs and make outbound calls to generate sales and renewals. The ideal candidate for this position is a highly reliable and focused individual who is looking to join a dynamic and...

Description Job Summary: As a Treasury Management Advisor III - Corporate, 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...

MarshBerry is growing! We are seeking a Financial Planning & Analysis (FP&A) Analyst 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: The Financial Planning & Analysis (FP&A) Analyst will provide support for the FP&A Manager and the Corporate Accounting Team through financial analysis, reporting, and budget development. The FP&A Analyst will collaborate with the FP&A Team and all teams across the...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial 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 is a fully remote Financial Planner role that will support our Retirement Solutions team. The candidate will ideally live in either the Ohio, Michigan, Indiana, or Illinois area or in the states of Florida or Georgia. Some travel will be required. This role does require the candidate to have their Certified Financial Planner (CFP) designation, and they must also possess their FINRA 6, 63 & 65 (or 7/66) licenses. This is a G2 band role. #LI-COLE Job Description...

Description Summary: Responsible for growing and maintaining client relationships, in an existing portfolio of enterprise level customers. through a consultative selling approach to cross-selling value-added services, including card processing, ACH, fraud mitigation, POS (point of service) systems, etc. ensuring all risk, regulatory and profitability goals are met.  Will work with commercial customers, generally with annual revenues of $X - $XX.   Duties and Responsibilities: Grow and maintain client relationships, in an existing portfolio of enterprise level customers. through a consultative selling approach to cross-selling value-added services, including card processing, ACH, fraud mitigation, POS (point of service) systems, etc. ensuring all risk, regulatory and profitability goals are met.  Will work with commercial customers, generally with annual revenues of $X - $XX.   Serve as a trusted advisor...

Description This position is available to be filled at any Huntington Corporate office location (see location options on posting) Summary We are seeking a Sr. Principal Enterprise Solution Architect to design strategic solutions for our portfolio of corporate applications. As a member of a solution architecture team, you will partner with experience owners and work with product development teams to design and implement architecture that enables quality of highly integrated applications. You will be part of a highly collaborative, cross-functional scrum team, aligned with one or more product workstreams to develop and deliver digital solutions that push the limits of continuous improvement and innovation of our technology stack. The Sr. Principal Enterprise Solution Architect will also work with business and IT leadership to develop and maintain product-level roadmaps supporting business and technology strategies....

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial 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. We are seeking a highly experienced and professional Consultant II Life Underwriting New Business field resource.  The ideal candidate will have previous production individual life underwriting experience with at least 10 years of experience and a $5M sign off limit, life underwriting leadership experience and/or liaison between life underwriting and life sales.  This field resource will maintain and expand partnerships between our external and internal business partners.   Key...