Top 52 Planning consultant Jobs in Akron, Oh

Advice Consultant - Workplace Branch
Charles Schwab —Richfield, OH
- $74,300 - $125,400 a year
- Mid-level
- Office
- Presentation skills
- Paid parental leave
- Employee stock purchase plan
5d
Blue Yonder Consultant
ClinDCast LLC —Ohio
- Full-time
- 11+ years
- US work authorization
- Senior level
Quick Apply
Blue Yonder Consultant
ClinDCast LLC —Ohio
- Full-time
- Computer Science
- Engineering
- 8 years
Quick Apply
Associate Clinical Sales Consultant, Specialty Nutrition Systems - Ohio (Columbus, Cleveland)
Avanos Medical —Ohio
- $63,000 - $76,000 a year
- Full-time
- Microsoft Outlook
- Up to 50% travel
- RN License
- Health insurance
- 401(k) matching
Business Analytics Consultant
PNC Financial Services Group —Brecksville, OH
- $63,000 - $105,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Consultant - Transmission & Substation Services - Akron FirstEnergy Headquarters
FirstEnergy Corp —Akron, OH
- $111,350 - $188,640 a year
- Full-time
- Computer Science
- Engineering
- Office
- Health insurance
- Dental insurance
Investment Consultant - Fairlawn, OH
Fidelity Investments —Fairlawn, OH
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
Consultant -IT Internal Auditing - FEHQ-Akron / Greensburg Svc Center
FirstEnergy Corp —Akron, OH
- Full-time
- CPA
- Computer Science
- Customer service
- Health insurance
- Dental insurance
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
Branch Banking - Client Consultant II
Flagstar Bank —Akron, OH
- $17.12 - $26.97 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Mentoring
- Disability insurance
- Health insurance
Hospice Care Consultant
Luminary Hospice —Richfield, OH
- Urgently hiring
- Marketing
- Mid-level
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Quick Apply
Senior Wealth Advisor
WealthBridge Financial Group —Akron, OH
- $120,000 - $170,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
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
13d
Career Pathway Support Network Consultant
Educational Service Center of Northeast Ohio —Independence, OH
- Online Application
- School experience
- Google Workspace
- 5 years
Home Energy Consultant
IGS Energy —Canton, OH
- $50,000 - $100,000 a year
- 8 hour shift
- Background check
- Clean driving record
- High school diploma or GED
- Paid training
- Mileage reimbursement
Quick Apply
Industrial & Automotive Manufacturing Engineering Consultant
Accenture —Akron, OH
- $59,100 - $205,800 a year
- Full-time
- Inventory management
- Engineering
- ERP systems
- Paid holidays
- Disability insurance
14h
Transformation Specialist - School Turnaround
MGT Impact Solutions, LLC —Cleveland, OH
- School experience
- Doctoral degree
- Education
- Paid parental leave
- Disability insurance
Quick Apply
IT & Security Consultant (Pre-Sales)
Impact Networking —Independence, OH
- $90,000 - $150,000 a year
- Full-time
- Windows
- US work authorization
- Linux
- Paid parental leave
- Paid holidays
Career Pathway Support Network Consultant
Educational Service Center of Cuyahoga County —Valley View, OH
- Online Application
- School experience
- Google Workspace
- 5 years
Hospice Care Consultant
Bon Secours by Compassus —Seven Hills, OH
- Weekends as needed
- 5 years
- English
- Mid-level
- Tuition reimbursement
Quick Apply

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planning consultant jobs near akron, oh

Advice Consultant - Workplace Branch

Charles Schwab -
Richfield, OH

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Job Details

$74,300 - $125,400 a year
5 days ago

Benefits

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

Qualifications

Series 7

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.

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.

Schwab’s Workplace Branch organization is at the heart of our firm’s commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you’ll introduce plan participants to the breadth of Schwab’s Retail and Workplace offerings through a planning-led approach.

As a Workplace Advice Consultant at Schwab, you will provide holistic financial planning, education and guidance to participants of Stock Plan Services (“SPS”) and Schwab Retirement Plan Services (“RPS”) corporate relationship(s) on a team-basis. Acting as the “face of Schwab” for corporate clients, you and your team will support participants as it relates to vectoring the needs of participants across a wide spectrum of wealth management needs, including being able to answer in-the-moment questions and providing point-in-time guidance. While providing high-touch service through relationship building, you will be supported by a team of dedicated professionals who can help in servicing in-depth, complex financial needs your clients may encounter.

If you are a self-starter with your securities license, are comfortable with a fast-paced and changing environment and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:

A valid and active Series 7 license is required
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)

Preferred Qualifications:

Bachelor’s degree or equivalent work experience preferred.
Strong communication and interpersonal skills with the ability to learn and explain complicated subjects with a variety of clients.
Experience, comfort, and confidence presenting 1:1 or virtually.
A basic understanding of wealth management issues such as: investment planning, insurance planning, retirement planning, equity compensation, deferred compensation, education and family wealth planning, and estate planning.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
A solid understanding of corporate sponsor and consultant relationships.

In addition to the salary range, this role is 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.

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

planning consultant jobs in akron, oh

Advice Consultant - Workplace Branch

Blue Yonder Consultant

Blue Yonder Consultant

Associate Clinical Sales Consultant, Specialty Nutrition Systems - Ohio (Columbus, Cleveland)

Business Analytics Consultant

Consultant - Transmission & Substation Services - Akron FirstEnergy Headquarters

Investment Consultant - Fairlawn, OH

Consultant -IT Internal Auditing - FEHQ-Akron / Greensburg Svc Center

Registered Investment Advisor

Branch Banking - Client Consultant II

Hospice Care Consultant

Senior Wealth Advisor

Associate Advisor - Wealth Mgmt (In Office)

Career Pathway Support Network Consultant

Home Energy Consultant

Industrial & Automotive Manufacturing Engineering Consultant

Transformation Specialist - School Turnaround

IT & Security Consultant (Pre-Sales)

Career Pathway Support Network Consultant

Hospice Care Consultant

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