Top 159 Financial consultant Jobs in Cleveland Oh

Retirement Planner/Financial Advisor
Golden Reserve LLC —Cleveland, OH
- $150,000 - $200,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
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
Financial Advisor- With Full Training and Development Program
Northwestern Mutual —Beachwood, OH
- $70,000 - $250,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- US work authorization
- Paid training
- Health insurance
Quick Apply
6d
Financial Advisor
Edward Jones —Solon, OH
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Broadview Heights, OH
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Wealth Management Trainee (OH)
Bankers Life —Westlake, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Beachwood, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Akron, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Consultant - Cleveland East, OH
Fidelity Investments —Orange, OH
- Full-time
- Mid-level
- Office
- Mentoring
- Tuition reimbursement
- Retirement plan
6d
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
Associate
AllianceBernstein —Cleveland, OH
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Senior Consultant, Financial Consulting
Marsh, Berry & Company, LLC —Woodmere, OH
- Extended hours
- Hybrid work
- Microsoft Word
- Microsoft Excel
- 5 years
- Work from home
Voya Financial Advisor Cleveland
Voya Financial Advisors —Cleveland, OH
- Mid-level
- 403(b)
Financial Planning Consultant
Raymond James Financial, Inc. —Beachwood, OH
- $35,568 - $43,750 a year
- Part-time
- High school
- Research
- Mid-level
- Paid holidays
- Health insurance
14h
Financial Advisor
Skylight Financial Group —Cleveland, OH
- $75,000 - $150,000 a year
- Full-time
- Mid-level
- Marketing
- Health insurance
- 401(k)
Quick Apply
Student Financial Assistance Advisor
Cuyahoga Community College —Highland Hills, OH
- From $55,360 a year
- Weekends as needed
- Background check
- Computer literacy
- Basic math
Private Client Advisor II
Bank of America —Cleveland, OH
- $100,000 - $275,000 a year
- Full-time
- Background check
- CPA
- Mid-level
Fiduciary Advisor III
PNC Financial Services Group —Cleveland, OH
- $112,000 - $228,800 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- Wellness program
- Health savings account
13d
Financial Advisor Administrative Assistant
Independence Financial Services —Independence, OH
- $45,000 - $60,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Office
- Paid training
- Paid holidays
Quick Apply
Temporary Consultant - Financial Crime Audit & Testing
Crowe —Cleveland, OH
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
Quick Apply
3d

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financial consultant jobs near cleveland oh

Retirement Planner/Financial Advisor

Golden Reserve LLC
Cleveland, OH

Quick Apply

Job Details

Full-time
$150,000 - $200,000 a year

Benefits

Health insurance
Dental insurance
Paid time off
Life insurance

Qualifications

Financial sales
Finance
Prospecting
Client acquisition
Life & Health Insurance License

Full Job Description

Description:

Golden Reserve is looking for an experienced financial sales professional. This role will be responsible for conducting client meetings and upholding Golden Reserve's processes and standards at the highest level.

We understand the challenges many advisors face when they aren't handed a book of business or access to an established network. That's why we built a company that sources the leads for you, allowing you to focus on building retirement plans and helping retirees.

We are a full-service RIA and insurance firm that was built not only to change the financial industry for the retirees we serve, but also for the financial professionals we hire.

Some of the key reasons advisors choose Golden Reserve include: (1) world-class, media-driven marketing that provides all the pre-qualified leads you need to succeed, (2) flat-fee client pricing, and (3) partnerships with estate planning law firms and CPA firms that allow every retirement plan to include legal and tax services for our clients at no additional cost.

Golden Reserve's lead generation is driven by its nationwide radio and television show (https://www.youtube.com/@fireyourfinancialadvisor), educational workshops, digital marketing, and world-class client service. In a short period of time, we have grown to more than 40 offices across nine states—and we're just getting started.

We Provide:

Salary: $150,000–$200,000 base salary, depending on experience
Guaranteed $25,000 salary increase beginning in your second year
Additional uncapped production and bonus compensation
Prospects
No book of business required—we provide pre-qualified leads
Benefits

Generous PTO policy
Health, Dental, and Life Insurance
401(k) plan

We Require:

Three (3)+ years of new-client financial services sales experience (not servicing)
Active State Life & Health Insurance Licenses
Series 65 or equivalent
GRIT – We built this company brick by brick with a blue-collar mindset that embraces accountability, ownership, problem-solving, and toughness.

If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, we encourage you to apply and submit your resume.

Before you apply, learn more about what makes Golden Reserve different from other financial firms at www.goldenreserve.com.

You can also explore our CEO's Amazon bestselling book, Fire Your Financial Advisor: 40 Years of Greed & Exploitation of the American Retiree and How You Can Fight Back, which helps define our company's culture, mission, and commitment to serving retirees.

Learn more at www.fireyourfinancialadvisor.com.

Requirements:

PI286020963

Quick Apply

Refine Your Search

financial consultant jobs in cleveland oh

Retirement Planner/Financial Advisor

Wealth Management Advisor

Financial Advisor- With Full Training and Development Program

Financial Advisor

Financial Advisor

Wealth Management Trainee (OH)

Wealth Management Trainee (OH)

Wealth Management Trainee (OH)

Financial Consultant - Cleveland East, OH

Associate Advisor - Wealth Mgmt (In Office)

Associate

Senior Consultant, Financial Consulting

Voya Financial Advisor Cleveland

Financial Planning Consultant

Financial Advisor

Student Financial Assistance Advisor

Private Client Advisor II

Fiduciary Advisor III

Financial Advisor Administrative Assistant

Temporary Consultant - Financial Crime Audit & Testing

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