Top 31 Finance associate Jobs in Westlake, Oh

Associate
AllianceBernstein —Cleveland, OH
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Quantitative Analytics Associate - Capital
KeyBank National Association —Brooklyn, OH
- $69,000 - $105,000 a year
- Full-time
- Remote
- Computer literacy
- Writing skills
- Master's degree
Associate Relationship Banker, Avon Detroit, Avon, OH
JPMorganChase —Avon, OH
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
3d
Personal Banker Associate II
Fifth Third Bank —North Olmsted, OH
- Full-time
- Mid-level
- Office
- Math
Associate Banker - Equipment Finance- Associate
JPMorganChase —Cleveland, OH
- $105,000 - $135,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Tuition reimbursement
KPB Client Service Associate - Trust
KeyBank National Association —Brooklyn, OH
- $25.00 - $38.46 an hour
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Services Associate, Finance Services (Pricing)
Deloitte —Cleveland, OH
- $54,500 - $100,300 a year
- Full-time
- Mid-level
- Finance
- Analysis skills
Associate Wealth Advisor
Kinetic Wealth Investment Advisors LLC —Westlake, OH
- $50,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Office
Quick Apply
9d
Investment Banking Associate, Public Finance - Affordable Housing
KeyBanc Capital Markets Inc. —Cleveland, OH
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- Writing skills
- Research
- Mid-level
12d
Equity Research Associate
Northcoast Research —Cleveland, OH
- Writing skills
- Finance
- Analysis skills
Investment Associate
The NRP Group —Cleveland, OH
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Presentation skills
- Paid parental leave
- Paid holidays
Quick Apply
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Cleveland, OH
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Data & BI Senior Associate
KeyBank National Association —Brooklyn, OH
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Oracle Cloud Finance PPM/AHCS - Senior Associate
PRICE WATERHOUSE COOPERS —Cleveland, OH
- $77,000 - $202,000 a year
- Oracle
- Mid-level
- Finance
- Paid holidays
- Health insurance
Financial Associate (Business/ Cashier Office)- 20023363
State of Ohio - Rehabilitation & Correction - Northeast Re-Integration Center —Cleveland, OH
- $23.65 an hour
- Online Application
- Word processing
- Office
- Finance
- Paid holidays
- Health insurance
3d
Private Client Associate - Independence, OH
Janney Montgomery Scott LLC —Independence, OH
- Full-time
- Microsoft Outlook
- Office
- Bachelor's degree
- Paid parental leave
- Paid time off
Quick Apply
10d
Associate Wealth Advisor
CBIZ —Cleveland, OH
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental insurance
3d
Trust Associate
Johnson Investment Counsel —Cleveland, OH
- Microsoft Outlook
- Computer literacy
- Bachelor of Science
Deals - Financial Due Diligence, Senior Associate - Midwest, West
PRICE WATERHOUSE COOPERS —Cleveland, OH
- $77,000 - $202,000 a year
- Computer Science
- Mid-level
- Finance
- Paid holidays
- Health insurance
Personal Banker Associate I
Fifth Third Bank —Medina, OH
- Full-time
- Office
- Math
- Travel

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Associate

AllianceBernstein -
Cleveland, OH

Apply Now

Job Details

Full-time

Benefits

Opportunities for advancement

Qualifications

Customer communication
Customer relationship building
Word embeddings
Bachelor's degree
Customer relationship management
Productivity software
Analytics

Full Job Description

Position Overview

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent.

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.

An Associate will:

Collaborate and network with senior professionals throughout the firm to fuel career success
Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs
Strive to provide a world-class level of customer service and support

Our Comprehensive Development Program

Associates will participate in a robust and comprehensive training program – The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background.

Components of the Associate Development Program (ADP) Include:

In-depth industry training on proprietary investments, services, policies and procedures
Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies
A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience
Behavioral training geared toward the development of communication, leadership, and other professional skills
Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role

Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual’s strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management.

Job Qualifications

We Are Seeking:

People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
Accomplished team players who thrive in a rigorous and challenging environment
Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
Individuals who have a bachelor's degree with excellence in academics and strong leadership experience
Proficiency in Word and Excel are required

Desired Qualifications

1-2 years client service experience, financial services industry experience a plus
The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus

Company Overview

Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.

Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.

Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.

Join us in pursuing insights that unlock opportunities. Learn more at http://www.Bernstein.com

To learn more about Our Purpose and What We Stand for, visit us at http://www.bernstein.com/our-story/overview.html

#BernsteinPWM

Cleveland, Ohio

Apply Now

Refine Your Search

finance associate jobs in westlake, oh

Associate

Quantitative Analytics Associate - Capital

Associate Relationship Banker, Avon Detroit, Avon, OH

Personal Banker Associate II

Associate Banker - Equipment Finance- Associate

KPB Client Service Associate - Trust

Services Associate, Finance Services (Pricing)

Associate Wealth Advisor

Investment Banking Associate, Public Finance - Affordable Housing

Equity Research Associate

Investment Associate

Wealth Management Associate - Retirement Benefits Group

Data & BI Senior Associate

Oracle Cloud Finance PPM/AHCS - Senior Associate

Financial Associate (Business/ Cashier Office)- 20023363

Private Client Associate - Independence, OH

Associate Wealth Advisor

Trust Associate

Deals - Financial Due Diligence, Senior Associate - Midwest, West

Personal Banker Associate I

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