5 banking advisor jobs at 4 companies in Sandusky, OH
1w
Save
Mark Applied
Hide
Wealth Advisor
Fremont, Ohio, United States
$55k-$80k/yr OnsiteFull Time
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.
1mo
Save
Mark Applied
Hide
Business Advisor - Chatham, Ontario (264298)
Chatham or Leamington or Sarnia or Wallaceburg or Windsor
OnsiteFull Time
Manage and grow a portfolio of business clients; knowledge of business banking products, financial statements, risk policies; strong relationship and business development skills; valid driver’s license and vehicle.
1mo
Save
Mark Applied
Hide
Customer Service Advisor 1 - Medina, OH
Medina, Ohio, United States
OnsiteFull Time
High school diploma required; banking, cash handling, sales and customer service experience preferred; proficiency with Microsoft Outlook 365 and banking software; strong communication and sales skills.
Microsoft Outlook 365
1mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
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
1mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
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