Top 85 Wealth management Jobs in Twinsburg Oh

Wealth Management Advisor
Equitable Advisors —Independence, OH
- $27,550 - $125,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health savings account
- Employee stock purchase plan
Quick Apply
Associate Director of Compliance - Wealth Management
Growth Suite Consulting —Cleveland, OH
- $60,000 - $72,500 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Akron, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Investment Consultant - Fairlawn, OH
Fidelity Investments —Fairlawn, OH
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
Wealth Planner
Sequoia Financial Group Llc —Akron, OH
- Full-time
- CPA
- Mid-level
- Office
Quick Apply
Associate Advisor - Wealth Mgmt (In Office)
NFP Corp —North Royalton, OH
- $70,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Paid time off
Registered Wealth Management Client Associate
Bank of America —Chagrin Falls, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
13d
Senior Wealth Advisor
WealthBridge Financial Group —Hudson, OH
- $120,000 - $170,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Registered Investment Advisor
WealthBridge Financial Group —Akron, OH
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Wealth Planner - Fairlawn, OH
Fidelity Investments —Fairlawn, OH
- Full-time
- 5 years
- Bachelor's degree
- Psychology
9d
Associate Wealth Advisor
CBIZ —Cleveland, OH
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental insurance
Operations Analyst Senior - PNC Wealth Management
PNC Financial Services Group —Cleveland, OH
- $37,500 - $62,500 a year
- Full-time
- Mid-level
- Office
- 3 years
- Wellness program
- Health savings account
Associate
AllianceBernstein —Cleveland, OH
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Wealth Planning Advisor
WealthBridge Financial Group —Lakewood, OH
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Brecksville, OH
- $63,750 - $106,250 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Wealth Management Client Associate
Bank of America —Chagrin Falls, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Financial Advisor
W3 Financial Group —Akron, OH
- Full-time
- Background check
- Pass drug screening
- Data analysis skills
- Health insurance
- 401(k)
Quick Apply
12d
Wealth Advisor
MAI WEALTH MANAGEMENT, INC. —Independence, OH
- $90,000 - $120,000 a year
- Full-time
- CPA
- Mid-level
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
PWM Wealth Planner
U.S. Bank National Association —Seven Hills, OH
- $126,820 - $164,120 a year
- Full-time
- CPA
- Office
- Analysis skills
- Paid holidays
- Disability insurance
Sales Assistant - PNC Wealth Management
PNC Financial Services Group —Cleveland, OH
- $37,500 - $62,500 a year
- Full-time
- Mid-level
- Office
- 3 years
- Wellness program
- Health savings account
6d

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wealth management jobs near twinsburg oh

Wealth Management Advisor

Equitable Advisors -
Independence, OH

Quick Apply

Job Details

Full-time
$27,550 - $125,000 a year

Benefits

Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Customer communication
Sales
Series 66
Series 7
Driver's License
Securities Industry Essentials
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Training & Development

FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $27,550 annually.
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Pay: $27,550.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Flexible schedule
Health insurance
Health savings account
Life insurance
Professional development assistance
Retirement plan

Application Question(s):

Are you willing to undergo a background check, in accordance with local law/regulations?
Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?
Are you comfortable spending approximately 60-70% of your time on outbound prospecting (Cold Calls, Cold Emails, Social Media, Networking, Referrals, Personal Relationships)?
Are you comfortable with income variability, knowing that the majority of compensation is commission-based, especially early on?
Knowing this role requires heavy outbound prospecting and commission-based pay, are you still highly interested in moving forward?
Are you willing to study for exams in order to work at the firm?

License/Certification:

Driver's License (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth management jobs in twinsburg oh

Wealth Management Advisor

Associate Director of Compliance - Wealth Management

Wealth Management Trainee (OH)

Investment Consultant - Fairlawn, OH

Wealth Planner

Associate Advisor - Wealth Mgmt (In Office)

Registered Wealth Management Client Associate

Senior Wealth Advisor

Registered Investment Advisor

Wealth Planner - Fairlawn, OH

Associate Wealth Advisor

Operations Analyst Senior - PNC Wealth Management

Associate

Wealth Planning Advisor

Premier Client Banker - PNC Wealth Management

Wealth Management Client Associate

Financial Advisor

Wealth Advisor

PWM Wealth Planner

Sales Assistant - PNC Wealth Management

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