Top 19 Personal Financial Advisors Jobs in Youngstown, OH

Wealth Management Client Associate
Bank of America —Canfield, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Territory Sales Youngstown
IGS Energy —Youngstown, OH
- $50,000 - $100,000 a year
- 8 hour shift
- Background check
- Clean driving record
- Driver's License
- Wellness program
- Mileage reimbursement
Quick Apply
Portfolio Advisor
F.N.B. Corp. —Hermitage, PA
- Full-time
- Customer service
- Computer literacy
- Bachelor of Science
Beauty Advisor - Prestige Beauty, Southern Park Mall - Part Time
Macy’s —Youngstown, OH
- $15.00 - $22.08 an hour
- Part-time
- Merchandising
- English
- 1 year
- Store discount
- Paid holidays
Private Client Banker - Austintown - Youngstown, OH
JPMorganChase —Youngstown, OH
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
4d
J.P. Morgan Wealth Management - Private Client Advisor - Boardman / Niles / Warren / Canfield / Poland - Ohio
JPMorganChase —Boardman, OH
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
20h
Senior Client Accountant (CAAS)
Schroedel, Scullin & Bestic —Canfield, OH
- Full-time
- Mid-level
- 3 years
- QuickBooks
- Opportunities for advancement
Client Relationship Manager
HDA Wealth Management —Poland, OH
- $15 - $21 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
11d
Assistant Restaurant Leader
Raising Cane's —Warren, OH
- $55,000 - $65,000 a year
- Weekends as needed
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
8d
Managing Director
WealthBridge Financial Group —Youngstown, OH
- $150,000 - $225,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Experienced Accountant/Senior Accountant
Schroedel, Scullin & Bestic —Canfield, OH
- CPA
- Mid-level
- Analysis skills
- On-the-job training
- Opportunities for advancement
Tax Manager
Schroedel, Scullin & Bestic —Canfield, OH
- Research
- Business development
- Mentoring
- Opportunities for advancement
Tax Accountant—Senior/Supervisor
Schroedel, Scullin & Bestic —Canfield, OH
- Research
- Mid-level
- 4 years
- Opportunities for advancement
Tax Staff II
Clark Schaefer Hackett —Valley, OH
- Hybrid work
- Research
- Mid-level
- Office
Quick Apply
Senior Tax Associate
Clark Schaefer Hackett —Valley, OH
- Hybrid work
- CPA
- Research
- Bachelor's degree
Quick Apply

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Wealth Management Client Associate

Bank of America -
Canfield, OH

Apply Now

Job Details

Full-time

Qualifications

Microsoft Word
Managing customer accounts
Investment advisory support
Financial services customer support
Confidential information handling
Microsoft Excel
Customer relationship building
Presentation software
Writing skills
Processing cash transactions
Promoting bank products
Series 66
Mid-level
High school diploma or GED
Managing clients in a customer support role
Series 7
Salesforce Cloud
Business development
Managing clients in a finance role
Task prioritization
Financial product expertise
Securities Industry Essentials
Investment account customer support
Sales management systems proficiency
Business development within finance
CRM system proficiency
Series 65
Risk & issue management
Account management
Communication skills

Full Job Description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills
Cash handling experience

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Apply Now

Refine Your Search

Personal Financial Advisors jobs in Youngstown, OH

Wealth Management Client Associate

Territory Sales Youngstown

Portfolio Advisor

Beauty Advisor - Prestige Beauty, Southern Park Mall - Part Time

Private Client Banker - Austintown - Youngstown, OH

J.P. Morgan Wealth Management - Private Client Advisor - Boardman / Niles / Warren / Canfield / Poland - Ohio

Senior Client Accountant (CAAS)

Client Relationship Manager

Assistant Restaurant Leader

Managing Director

Experienced Accountant/Senior Accountant

Tax Manager

Tax Accountant—Senior/Supervisor

Tax Staff II

Senior Tax Associate

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