Top 39 Banking advisor Jobs in Akron, Oh

Retirement Plan Services Implementation Manager
Charles Schwab —Richfield, OH
- $78,000 - $100,000 a year
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
1d
Customer Service Advisor- Tallmadge, OH
WesBanco Bank, Inc. —Brimfield, OH
- Urgently hiring
- Microsoft Outlook
- Writing skills
- Mid-level
8d
Business Banking Relationship Manager 2
U.S. Bank National Association —Fairlawn, OH
- $86,360 - $111,760 a year
- Full-time
- Mid-level
- Office
- Business development
- Paid holidays
- Disability insurance
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Akron, OH
- $63,750 - $106,250 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
12d
Executive Assistant - Registered Investment Advisor (RIA)
Independence Wealth Advisors —Independence, OH
- $55,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
1d
Private Client Advisor
Key Investment Services, LLC —Canton, OH
- Urgently hiring
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Business Banking Relationship Manager
U.S. Bank National Association —Seven Hills, OH
- $86,360 - $111,760 a year
- Mid-level
- Office
- Business development
- Paid holidays
- Disability insurance
Private Banker
CFBank —Fairlawn, OH
- Full-time
- Mid-level
- Business development
- Continuous improvement
- Paid parental leave
- Paid holidays
Quick Apply
Key Private Bank Relationship Manager
KeyBank National Association —Akron, OH
- $94,000 - $175,000 a year
- Full-time
- Hybrid work
- 5 years
- Data analysis skills
- Office
Consumer Banker III (Cuyahoga Falls)
First Financial Bank —Cuyahoga Falls, OH
- $19.47 - $23.56 an hour
- Full-time
- Mid-level
- Office
- 3 years
Financial Wellness Associate
KeyBank National Association —Rootstown, OH
- $19.23 - $28.37 an hour
- 8 hour shift
- Computer literacy
- Mid-level
- Office
Wealth Management Client Associate
Bank of America —Chagrin Falls, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
11d
Preferred Relationship Manager
Fifth Third Bank —Macedonia, OH
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
Part-time Teller
KeyBank National Association —Brecksville, OH
- $18.00 - $23.08 an hour
- 8 hour shift
- Computer literacy
- Office
- Windows
23h
Wealth Management Advisor-Strongsville
U.S. Bank National Association —Strongsville, OH
- $65,000 - $80,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Senior Analyst
IRG Realty Advisors —Richfield, OH
- Full-time
- Hybrid work
- Finance
- Analysis skills
- Bachelor's degree
Quick Apply
Part-time Teller - 30 hours
KeyBank National Association —Maple Heights, OH
- $18.00 - $23.08 an hour
- 8 hour shift
- Computer literacy
- Office
- Windows
Financial Center Manager II (Brecksville)
First Financial Bank —Brecksville, OH
- $52,000 - $67,000 a year
- Full-time
- Office
- High school diploma or GED
- Presentation skills
- Paid training
Consumer Banker II (Canton)
First Financial Bank —Canton, OH
- $18.00 - $20.67 an hour
- Full-time
- Mid-level
- Office
- 3 years
8d
Consumer Banker II (Medina)
First Financial Bank —Medina, OH
- $18.00 - $20.19 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED

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banking advisor jobs near akron, oh

Retirement Plan Services Implementation Manager

Charles Schwab -
Richfield, OH

Apply Now

Job Details

$78,000 - $100,000 a year
1 day ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Benefits administration
Record keeping
Customer communication
Financial services customer support
Serving clients
Spreadsheets
Fund operation
Conflict management
Desktop applications
Financial services
Productivity software
Team motivation (leadership skill)

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

The Schwab Bank Platform Team creates a collaborative connection between Business and Technology to identify, define, prioritize, and deliver high value Core Banking business capabilities and competitive bank features while optimizing for operations efficiency and scale.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

The SRPS Client Fund Change Support function, within Workplace Financial Services, supports client-requested investment lineup changes for retirement plans, including fund additions, replacements, mapping activity, share class updates, and related operational coordination. This role helps coordinate and execute fund change requests from intake through completion, partnering across Schwab teams, plan sponsors, advisors, recordkeeping partners, and other business stakeholders to deliver accurate, timely, and well-controlled client outcomes.

Primary Responsibilities

Provide oversight, planning, and execution support for client fund change requests, including fund additions, fund replacements, mapping activity, fund closures, and share class changes.
Coordinate internal and external stakeholder activities related to fund change events, including plan sponsors, advisors, recordkeeping partners, investment teams, trading, operations, and client service teams.
Document fund change milestones, required approvals, key dates, and operational dependencies to ensure requests remain on track.
Review fund change requirements, plan setup details, investment elections, mapping instructions, and participant-impact considerations for accuracy and completeness.
Prepare, review, and coordinate client-facing and internal communications needed to support fund change events.
Partner with internal teams to support recordkeeping system updates, trading readiness, blackout timing, transaction processing, and post-change validation.
Monitor execution risks, escalate issues, and help resolve defects or open items that could impact timing, accuracy, or the client experience.
Maintain accurate documentation and reporting on fund change status, volume, service performance, and operational outcomes.
Identify process improvement opportunities that increase consistency, reduce manual effort, and improve the client and participant experience.

What you have

Required Qualifications

Bachelor’s degree or equivalent work experience.
5+ years of experience in the financial services and/or recordkeeping industry, with a concentration in Defined Contribution Plan Services, plan operations, or investment change support preferred.
Strong Excel skills.
Strong written and oral communication skills.
Strong customer focus, including the ability to think in terms of the customer’s perspective and expectations.
Strong interpersonal, analytical, problem-solving, organizational, decision-making, and conflict-resolution skills.
Ability to multitask among competing priorities.
Proficiency using Microsoft applications and familiarity with the systems used by the team.
Ability to motivate/inspire others to achieve team goals and client satisfaction.
Willingness to take initiative when faced with a new or challenging situation.
Ability and willingness to take on a leadership role in the position, including demonstrating support for new ideas.
Proficiency in plan administration, retirement plan operations, and applicable recordkeeping systems.

Preferred Qualifications

QKA designation preferred, but not required.
Experience supporting client fund change requests, investment lineup changes, fund mapping, or related plan operations work

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

banking advisor jobs in akron, oh

Retirement Plan Services Implementation Manager

Customer Service Advisor- Tallmadge, OH

Business Banking Relationship Manager 2

Premier Client Banker - PNC Wealth Management

Executive Assistant - Registered Investment Advisor (RIA)

Private Client Advisor

Business Banking Relationship Manager

Private Banker

Key Private Bank Relationship Manager

Consumer Banker III (Cuyahoga Falls)

Financial Wellness Associate

Wealth Management Client Associate

Preferred Relationship Manager

Part-time Teller

Wealth Management Advisor-Strongsville

Senior Analyst

Part-time Teller - 30 hours

Financial Center Manager II (Brecksville)

Consumer Banker II (Canton)

Consumer Banker II (Medina)

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