Top 84 Wealth management Jobs in Twinsburg Oh

Investment Consultant - Fairlawn, OH
Fidelity Investments —Fairlawn, OH
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
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
Wealth Management Client Associate
Bank of America —Chagrin Falls, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Senior Wealth Advisor
WealthBridge Financial Group —Twinsburg, OH
- $120,000 - $170,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health 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
Associate Director of Compliance - Wealth Management
Growth Suite Consulting —Cleveland, OH
- $60,000 - $72,500 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Akron, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Chagrin Falls, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
13d
Wealth Planner - Fairlawn, OH
Fidelity Investments —Fairlawn, OH
- Full-time
- 5 years
- Bachelor's degree
- Psychology
9d
Director Portfolio Management
Clearstead Advisors LLC —Cleveland, OH
- Full-time
- 7 years
- Microsoft Outlook
- Computer literacy
15h
Associate
AllianceBernstein —Cleveland, OH
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Wealth Management Advisor II
Fifth Third Bank —Cleveland, OH
- $121,900 - $262,100 a year
- Full-time
- CPA
- Mid-level
- Office
Associate Wealth Advisor
CBIZ —Cleveland, OH
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental insurance
PWM Wealth Planner
U.S. Bank National Association —Seven Hills, OH
- $126,820 - $164,120 a year
- Full-time
- CPA
- Office
- Analysis skills
- Paid holidays
- Disability insurance
Wealth Management- Affluent Banker- Mayfield Heights, OH
U.S. Bank National Association —Mayfield Heights, OH
- $86,360 - $111,760 a year
- 5 years
- Writing skills
- Business development
- Paid holidays
- Disability insurance
2d
Wealth Management Affluent Banker- Strongsville, OH
U.S. Bank National Association —Strongsville, OH
- $86,360 - $111,760 a year
- 5 years
- Writing skills
- Office
- Paid holidays
- Disability insurance
13d
Key Family Wealth Investment Consultant, Manager
KeyBank National Association —Cleveland, OH
- $128,000 - $268,000 a year
- Full-time
- Hybrid work
- Office
- Business development
- Driver's License
Wealth Management Client Concierge
Transcend Practice Management —Willoughby, OH
- $60,000 - $65,000 a year
- Full-time
- Office
- 3 years
- Administrative experience
Quick Apply
Voya Financial Advisors Independence
Voya Financial Advisors —Independence, OH
- Full-time
- Mid-level
- 403(b)
Entry Level – Wealth Manager
Equitable Advisors —Cleveland, OH
- $24,000 a year
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance

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wealth management jobs near twinsburg oh

Investment Consultant - Fairlawn, OH

Fidelity Investments -
Fairlawn, OH

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Job Details

Full-time

Qualifications

Customer communication
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
Interpersonal skills and ability to grow relationships are exemplary
Will take initiative and exceed expectations
Outstanding communication and consultative skills, and thrives in a fast-paced work environment

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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Refine Your Search

wealth management jobs in twinsburg oh

Investment Consultant - Fairlawn, OH

Associate Advisor - Wealth Mgmt (In Office)

Wealth Management Client Associate

Senior Wealth Advisor

Wealth Management Advisor

Associate Director of Compliance - Wealth Management

Wealth Management Trainee (OH)

Registered Wealth Management Client Associate

Wealth Planner - Fairlawn, OH

Director Portfolio Management

Associate

Wealth Management Advisor II

Associate Wealth Advisor

PWM Wealth Planner

Wealth Management- Affluent Banker- Mayfield Heights, OH

Wealth Management Affluent Banker- Strongsville, OH

Key Family Wealth Investment Consultant, Manager

Wealth Management Client Concierge

Voya Financial Advisors Independence

Entry Level – Wealth Manager

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