Top 347 Of finance Jobs in Akron, Oh

Associate Advisor - Wealth Mgmt (In Office)
NFP Corp —North Royalton, OH
- $70,000 - $80,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Paid holidays
Quick Apply
Data Analyst
SOPREMA —Wadsworth, OH
- Full-time
- Computer Science
- Writing skills
- Research
- Paid holidays
- Disability insurance
Quick Apply
Business Analyst, Global Performance Excellence
Securitas Technology —Uniontown, OH
- Full-time
- 5 years
- Office
- Finance
- Paid holidays
- Disability insurance
Controller
CFS —Uniontown, OH
- $100,000 - $110,000 a year
- 5 years
- Office
- Finance
F & I MANAGER GREEN
HYUNDAI OF GREEN INC —Akron, OH
- $128,326 - $233,417 a year
- Management
- Dealership
- Customer service
Quick Apply
4d
Financial Analyst
The Goodyear Tire & Rubber Co. —Akron, OH
- Online Application
- Microsoft Word
- CPA
- Mid-level
11d
Staff Financial Analyst II
Summa Health —Akron, OH
- $34.00 - $50.99 an hour
- Full-time
- Hybrid work
- Hospital
- Public speaking
- Mid-level
- AD&D insurance
- Disability insurance
Finance College Graduate Program
The Timken Company —North Canton, OH
- Office
- Finance
- Bachelor's degree
- Opportunities for advancement
2027 Finance Management Trainee Program
Nestlé USA —Solon, OH
- $72,000 a year
- Office
- Finance
- Bachelor's degree
- Health insurance
- 401(k) matching
ACCOUNTANT - FINANCE
Aultman Health Foundation —Canton, OH
- 8 hour shift
- Mid-level
- Office
- Analysis skills
Financial Analyst
McHenry & Associates Incorporated —Warrensville Heights, OH
- $122,648.29 - $157,490.41 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Relocation assistance
- Health insurance
Quick Apply
Manager, Financial Forecasting and Systems
Summa Health —Akron, OH
- $54.76 - $82.14 an hour
- Full-time
- Hybrid work
- 7 years
- Office
- Finance
- AD&D insurance
- Disability insurance
Hotel Analyst (Entry Level)
Spark Hotels Corporate —Solon, OH
- $60,000 - $70,000 a year
- Full-time
- Office
- Finance
- SQL
- Health insurance
- Dental insurance
Quick Apply
Underwriting Trainee
National Interstate Insurance Company —Richfield, OH
- Full-time
- Office
- Finance
- Analysis skills
- Commuter assistance
- Employee stock purchase plan
Quick Apply
Reviewer Appraiser
U.S. Bank National Association —Fairlawn, OH
- $34.57 - $46.11 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
1d
Finance Operations Analyst
Wild Republic —Independence, OH
- Finance
- Analysis skills
- Bachelor's degree
Quick Apply
Finance Assistant - Part Time
Minority Behavioral Health Group —Akron, OH
- Part-time
- Office
- Finance
- High school diploma or GED
- 401(k)
Quick Apply
Budget & Finance Coordinator
Summit County Land Bank —Akron, OH
- $39,800 - $44,300 a year
- Weekends as needed
- Office
- High school diploma or GED
- Travel
- Paid holidays
- Disability insurance
Quick Apply
Identity & Access Management Analyst 2 - Tech Ops & Finance
WesBanco Bank, Inc. —Uniontown, OH
- Remote
- Computer Science
- Mid-level
- Windows
4h
Senior Financial Analyst, Financial Planning
Summa Health —Akron, OH
- $37.40 - $56.11 an hour
- Full-time
- Hybrid work
- Public speaking
- Mid-level
- Office
- AD&D insurance
- Disability insurance

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Associate Advisor - Wealth Mgmt (In Office)

NFP Corp -
North Royalton, OH

Quick Apply

Job Details

Full-time
$70,000 - $80,000 a year

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Employee discount

Qualifications

Teamwork
Microsoft Excel
Series 66
Series 7
Bachelor's degree
Time management

Full Job Description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary: The Associate Advisor is a proactive and detail-oriented professional who supports the Wealth Management team in delivering exceptional service to both existing and prospective clients. This role works closely with Advisors to address clients’ asset management and financial planning needs. Key responsibilities include gathering and analyzing data, designing financial strategies, developing and applying financial plans, and assisting with portfolio implementation. The Associate Advisor plays a critical role in enhancing the client experience and ensuring the seamless execution of financial solutions.

Essential Duties and Responsibilities:

Support Advisors in all aspects of financial planning and portfolio management.
Create and update financial plans and investment proposals for clients and prospects.
Prepare materials for client meetings and ensure thorough coordination with internal teams.
Attend client meetings, take detailed notes, and manage all follow-up activities.
Initiate and respond to client inquiries regarding strategies, accounts, and portfolios.
Process new client accounts, distributions, and other financial transactions.
Monitor and rebalance client portfolios to maintain target allocations.
Liaise with clients’ attorneys, accountants, and other professionals as needed.
Maintain and update client records in CRM systems; ensure accurate documentation.
Schedule and assist in the preparation of annual and ad-hoc client meetings.
Track and report on account opening and asset transfer progress.
Run and review account maintenance reports on a regular basis.
Ensure timely execution of Required Minimum Distributions (RMDs).
Collaborate with Wealth Managers and Client Service team members to deliver exceptional service to all individuals.
Assist with client data consolidation and administrative tasks.
Participate in special projects and problem-solving initiatives, as needed.
Engage in ongoing professional development, including industry meetings and certification programs.

Knowledge, Skills and/or Abilities:

Strong interpersonal and communication skills, with the ability to build rapport with both clients and internal team members.
Ability to work independently while also thriving in a collaborative, team-oriented environment.
Proactive in anticipating client and team needs and delivering timely, thoughtful solutions.
Demonstrated project management and consulting capabilities, with attention to detail and follow-through.
Commitment to accuracy and high-quality work, even under tight deadlines.
Excellent time management, organizational, and decision-making skills.
Clear and effective written and verbal communication abilities.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook); experience with CRM systems, portfolio management tools, or financial planning software is a plus (eMoney, Nitrogen, Holistiplan.
Foundational understanding of investment principles, financial planning concepts, and wealth management practices.

Education and/or Experience:

Four-year College Degree
5 years of Financial Service Experience Preferred

Certificates, Licenses, Registration:

Series 7 & 66 required
Completed or Pursuing CFP
Completed or Pursuing Life, Accident, Health Insurance License

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, when all is said and done, we exist to be there for others. The base salary range for this position is $70,000-$80,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

Pay: $70,000.00 - $80,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

of finance jobs in akron, oh

Associate Advisor - Wealth Mgmt (In Office)

Data Analyst

Business Analyst, Global Performance Excellence

Controller

F & I MANAGER GREEN

Financial Analyst

Staff Financial Analyst II

Finance College Graduate Program

2027 Finance Management Trainee Program

ACCOUNTANT - FINANCE

Financial Analyst

Manager, Financial Forecasting and Systems

Hotel Analyst (Entry Level)

Underwriting Trainee

Reviewer Appraiser

Finance Operations Analyst

Finance Assistant - Part Time

Budget & Finance Coordinator

Identity & Access Management Analyst 2 - Tech Ops & Finance

Senior Financial Analyst, Financial Planning

I want to receive the latest job alert for of finance in akron, oh

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