6 banking advisor jobs at 5 companies in Oregon, OH
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Wealth Advisor
Fremont, Ohio, United States
$55k-$80k/yrOnsiteFull Time
Croghan Colonial BankOTCPK: CHBH: Provides community banking and financial services to Northwest Ohio.
5+ YOEFive or more years in wealth management, financial planning, trust, investment management, private banking, estate planning, tax, law, or related fields; strong planning, fiduciary, relationship, documentation, and business development skills.
TRUE Community Credit Union: Provides banking and lending services to its credit union members.
1+ YOEHigh school diploma or GED required; one year of banking, retail, cash handling, customer service, sales, or related experience preferred. Strong communication, multitasking, and technology skills required.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
3+ YOE3+ years payments experience in banking, bachelor's degree or equivalent, strong financial acumen, negotiating and client relationship skills, ability to sell merchant/payment solutions.
Closely Held Business Advisor III - PNC Private Bank
Pittsburgh or Ann Arbor
$91k-$203k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
5+ YOEBachelor's degree and 5+ years of industry-relevant experience, with expertise in financial analysis, fiduciary responsibilities, investment management, compliance, risk management, and problem solving.
Risk & Control Self Assessment (RCSA), Financial Industry Regulatory Authority (FINRA), Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act)
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Provide client service support to Financial Advisors, manage client requests, promote banking offerings, and support operational excellence; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking solutions; high school diploma required; familiarity with investment products and FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce