Town Planner jobs in Ohio

Civista Bank Description: Position Purpose: A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience....

Civista Bank Description: Position Purpose: A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their...

Civista Bank Description: Position Purpose: A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their...

WealthBridge Financial Group is seeking a results-oriented Investment Advisor Representative to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals....

WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals....

Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial......

Culture On Camera has been exclusively retained to lead a confidential search for a Wealth Advisor on behalf of a fee-only, client-centered financial planning firm committed to providing thoughtful, conflict-free advice....

Top Benefits: Medical ( company paid at 50% for individual benefits) Dental & Vision 401k (with financial advisor) Paid Holidays (six in total) PTO Company Paid Group Life Insurance Accident and...

Top Benefits: Medical ( company paid at 50% for individual benefits) Dental & Vision 401k (with financial advisor) Paid Holidays (six in total) PTO Company Paid Group Life Insurance Accident and Critical...

Top Benefits: Medical ( company paid at 50% for individual benefits) Dental & Vision 401k (with financial advisor) Paid Holidays (six in total) PTO Company Paid...

Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor....

Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure referrals to end users....

...the securities industry; experience in supervisory control functions, account monitoring / surveillance, supervision, sales practices, and regulatory compliance highly desirable Skills: Proficiency in supervisory oversight routines for broker-dealer and / or registered investment advisor...

Responsibilities: Serves as department financial advisor for all accounting activities associated with five different funds. Lead the accounting team in monthly close out and year end accounting activities....

Responsibilities: Serves as department financial advisor for all accounting activities associated with five different funds. Lead the accounting team in monthly close out and year end accounting activities....

Model trading for the Registered Investment Advisor, including rebalancing, initial trades and liquidations. Adheres to all SEC, FINRA, WSBS and sponsor rules, regulations, policies and procedures when placing trades....