Middle Market Banker for Triple Net Lease Industrial Acquisitions
Finance associate job in Cleveland, OH
Our client seeks an experienced and dynamic middle market investment banker with experience calling on mid-market industrial, manufacturing, and wholesale distribution center owner/ operators to provide triple net lease financing for the acquisition of their properties.
This individual will lead industrial and industrial outdoor storage (IOS) real estate transactions. The Director will drive strategic acquisitions by calling on the C suite to present financing options that include the purchase of their properties for a triple net lease structure.
The role also includes asset management, dispositions, and joint venture partnerships.
This role involves raising capital from existing investors and building key relationships within the industry. The Director will work closely with senior leadership to identify opportunities, successfully close transactions, and execute business plans.
Key Responsibilities
Transaction Leadership: Lead industrial and IOS real estate transactions from sourcing through to acquisition, asset management, and disposition.
Capital Raising: Raise capital from existing investors to support acquisition efforts and ensure adequate funding.
Market Strategy: Develop and implement strategies to expand the industrial portfolio, keeping a pulse on market trends and opportunities.
Deal Structuring: Negotiate complex deal structures, including purchase agreements and financing arrangements.
Due Diligence: Oversee financial analysis, property evaluations, and due diligence to ensure sound investment decisions.
Underwriting & Financial Modeling: Develop comprehensive property cash flow projections in Excel, leveraging expertise in credit underwriting and financial statement analysis to support the preparation of investment memoranda and term sheets for executive review.
Relationship Management: Cultivate and maintain relationships with industrial tenants, brokers, developers, and financial institutions to source deals and strengthen partnerships.
Reporting & Analysis: Provide leadership with transaction updates, market insights, and performance metrics for the existing portfolio.
Collaboration: Work closely with internal departments such as legal, finance, and asset management to ensure smooth transaction execution and portfolio optimization.
Leadership: Mentor and lead a team, with an analyst directly reporting to the Director.
The Candidate
Experience and Professional Qualifications
Experience and professional qualifications required for the role.
Experience: 7+ years in real estate transactions with a focus on the industrial sector. Demonstrated success in leading large-scale deals and raising capital.
Skills: Strong financial modeling skills (Excel, Argus), with proficiency in real estate platforms such as CoStar, REIS, RCA, and Trepp. Excellent negotiation and presentation abilities.
Network: Established industry relationships with brokers, investors, and tenants.
Mindset: Strategic thinker with a long-term investment focus, ethical decision-making, and an entrepreneurial spirit.
Leadership: Proven ability to mentor and develop junior professionals and work collaboratively with cross-functional teams.
Education:
Bachelor's degree in real estate, finance, business, or related field is required. MBA or advanced
SE#510750992
Proprietary Equity Trader
Finance associate job in Akron, OH
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyFinance & Accounting Intern, Summer 2026
Finance associate job in Orrville, OH
Your Opportunity as a Finance Intern
As an intern within our Accounting and Finance organization, responsibilities will vary based on the department and role within Finance. We have internship opportunities in Financial Reporting, Plant Finance, Finance Technology, Customer Finance, Tax, Treasury, Insurance, Payment Services, Payroll, Internal Audit, Financial Planning & Analysis, and Strategic Business Areas within Coffee and Consumer Finance.
Location: Orrville, Corporate Offices
Work Arrangements: Hybrid - onsite a minimum of 9 days a month primarily during core weeks as determined by the Company; maybe more as business need requires
In this role you will:
Receive personalized training and may assist with responsibilities including journal entries and reconciliations, financial statement preparation, financial projects, tax compliance, financial planning and forecasting, audit support, cash management, or item and customer profitability analysis.
Contribute meaningful work alongside analysts, managers, directors, and executives.
Develop an overall understanding of corporate finance.
Have the opportunity to take on flow to the work assignments across a variety of finance departments.
What we are looking for:
A Freshman, Sophomore, Junior or Senior standing in school with requisite educational experience in accounting, finance, actuarial science, analytics, statistics, economics, mathematics or another relevant field
A well-rounded skill set including strong time-management, attention to detail, written and oral communication, teamwork skills, as well as a proficiency in MS Excel.
Application Period:
Application period closes on November 1st, 2025
Why Choose the J.M. Smucker Company's Internship Program?
Are you seeking an exceptional internship experience at a Fortune 500 company? At Smucker, we are dedicated to providing a world-class, award-winning internship that offers you the opportunity to:
Learn: Unlock your potential in a collaborative and supportive environment where you are treated like a true peer and challenged to be your best.
Grow: Benefit from hands-on training with a dedicated mentor and connect with peers and leaders throughout the company.
Lead: Contribute to high-profile projects that support our Company's growing categories like snacks, coffee and pet food.
Additional Perks:
Along with engaging work, we offer a variety of benefits to ensure your internship is both rewarding and memorable. These include:
Unique opportunities to network and interact with company leadership
Customized professional development sessions
Networking events and social outings with fellow interns
Access to a fully equipped fitness center, complete with a basketball court, indoor walking track, and recreational league sports
The Orchard, our gourmet cafeteria, offering breakfast and lunch with seasonal and locally-sourced ingredients
A competitive compensation package, including paid corporate holidays
Compensation range: $19 - $24.50/hr
**Actual hourly rate is determined based upon the year of college that will be completed at the start of the internship**
Employee discounts at our Company Store
A housing stipend for interns relocating for the program
Experience an internship where you can learn, grow, and lead - all while being part of something special at Smucker.
Learn more about working at Smucker:
Our Internship Program
Delivering on Our Purpose
Our Continued Commitment to Ensuring a Workplace for All
Follow us on LinkedIn
Auto-ApplyWealth Banker - PNC Investments
Finance associate job in Cleveland, OH
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Banker within PNC's Investments organization, you will be based in the Cleveland Metropolitan Area.Job Description
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience from acquisition through onboarding and servicing. Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Own the client relationship and holds team accountable for deliverables. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced conversation skills. Has in depth knowledge of business segment capabilities and offerings.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
CompetenciesBanking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Influencing, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesFINRA Series 7 and 66 (or 63,65) required. Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Life & Health Insurance licenses required.Pay TransparencyBase Salary: $55,000.00 - $98,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education.Application WindowGenerally, this opening is expected to be posted for two business days from 08/07/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Auto-ApplyCorporate Finance - Talent Network
Finance associate job in Boston Heights, OH
Arhaus was founded in 1986 on a simple idea: Furniture and décor should be sustainably sourced, lovingly made, and built to last. Today, we partner with artisans around the world who share our vision, creating beautiful, heirloom-quality pieces that can be used-and loved-for generations.
About Corporate Finance Roles at Arhaus
If you're seeking a challenging role in Corporate Finance but don't see an immediate opening that aligns with your expertise-whether in FP&A, Accounting, Treasury - or other parts of business. We encourage you to apply and submit your resume here. We actively pipeline talent and will reach out when a future opportunity becomes available that matches your skills.
If you are ready to take on a strategic role where your financial expertise directly drives operational efficiency and excellence, submit your information to our Talent Network.
* Education: Bachelor's degree in Finance, Accounting, or a related quantitative field.
* Technical Expertise:
* Advanced proficiency in Microsoft Excel, including functions, pivot tables, data analysis, and building robust financial models.
* Proficiency in Microsoft PowerPoint for presentation development.
* Core Knowledge: Functional knowledge of financial analysis, budgeting, forecasting, and the ability to write clear, compelling financial reports. Knowledge of GAAP accounting principles as they relate to budgeting and forecasting.
* Skills: Strong analytical, problem-solving, and communication (written and verbal) skills, with the ability to clearly articulate complex financial concepts to non-financial audiences.
* Character: A high level of ethics, integrity, judgment, and the ability to handle confidential information.
Successful candidates must be highly skilled, solutions-oriented leaders with a strong commitment to operational excellence and risk mitigation.
Arhaus is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Arhaus is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Arhaus are based on business needs, job requirements, and individual qualifications, without regard to race, color, sex, sexual orientation, gender identity, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Arhaus will not tolerate discrimination or harassment based on any of these characteristics. Arhaus encourages applicants of all ages.
Virtual Banker
Finance associate job in Beachwood, OH
Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.
Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception.
We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank:
* American Banker Best Banks to Work For in 2021, 2022, and 2023
* Top Workplaces USA national award in 2022, 2023, and 2024
* Newsweek's America's Best Banks 2023, and 2024
* Newsweek's America's Greatest Workplaces 2024 and 2025
* U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025
At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/
Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization.
Job Purpose:
The primary purpose of this role is to provide comprehensive relationship management for an assigned portfolio of business customers, including oversight of business term loans, real estate loans, line of credit, and depository accounts. The position is responsible for ensuring the health and performance of the portfolio through proactive delinquency management, timely processing of loan renewals and extensions, and coordination of loan modifications within established bank policies. The role also includes managing depository overdrafts, supporting the maintenance of specialized loan portfolios, and working collaboratively with Retail Branches and internal departments to negotiate and process all necessary loan and depository documentation.
Job Duties:
* Direct management of an assigned portfolio of business customers. This portfolio includes business term loans, business real estate loans, lines of credit, and depository accounts.
* Perform delinquency management of assigned portfolio including out-bound telephone contacts and email communication, as well as coordinating additional collection activities with other partners within Credit Administration.
* Management of loan maturities to ensure on-time processing of all related renewals and extensions.
* Facilitate all requests for modifications of existing loans within the guidance of specified bank policies and procedures.
* Depository overdraft management for assigned deposit accounts.
* Assist in maintenance and management of specialized loan portfolios housed within the Business Loan Group.
* Work with a team of Retail Branches to assist in the negotiation of any depository or loan documents that will need processed for the assigned portfolio of business customers.
* Work with multiple internal departments to smoothly process all required documentation to effectively manage the assigned portfolio.
* Will perform special projects as assigned.
Education, Job Skills and Qualifications:
* Bachelor's degree required. Specialization in accounting, finance, or economics preferred.
* 1-3 years of experience in business or commercial lending required.
* Analytically minded - ability to evaluate financial statements, business and personal tax returns, and interpret results and reach conclusions.
* Strong verbal and written communications skills.
* Strong problem solving and conflict resolution skills.
* Strong interpersonal skills.
* Highly organized and attentive to detail.
* Proven ability to exercise discretion and sound judgement.
* Proven ability to effectively communicate viewpoint and make independent decisions.
* Ability to understand and apply bank's credit policy.
* Proficient with Microsoft suite of products, especially Excel, nCino experience a plus.
* Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices.
* Team player.
Basic Qualifications:
* Bachelor's degree.
* 1-3 years of experience in business or commercial lending required.
* Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices.
Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries.
Financial Sales Representative
Finance associate job in Akron, OH
Job DescriptionATLAS CPAs & Advisors and ATLAS Certified Payroll, located in the Akron/N. Canton, Ohio area, are part of the ATLAS family - Advisors That Listen And Serve. Recognized as a Top 50 National Client Advisory Firm for 2025, we help individuals and businesses achieve financial clarity and long-term success through accounting, payroll, tax, and advisory services.
We believe in creating value for our clients, our people, and our communities through relationships built on trust, collaboration, and integrity.
OVERVIEW
The Financial Sales Representative plays a key role in driving new business and expanding client relationships across ATLAS' service lines. This position focuses on developing qualified leads, nurturing relationships, and promoting our full range of financial and advisory solutions - including accounting, payroll, bookkeeping, investment advisory, insurance, and other client advisory services.
The ideal candidate is relationship-driven, business-minded, and passionate about helping clients succeed. They will represent ATLAS with professionalism and purpose, connecting entrepreneurs and business owners to the resources that help them reach their goals.
KEY RESPONSIBILITIES
Identify and develop new business opportunities through referrals, networking, and proactive outreach.
Build and maintain a qualified sales pipeline across target markets, including small businesses, independent contractors, startups, and established organizations.
Conduct discovery meetings to understand client needs and recommend appropriate ATLAS service solutions.
Communicate the firm's offerings clearly and effectively, including accounting, payroll, tax, and advisory services.
Collaborate with accounting and payroll teams to ensure seamless client onboarding, including document coordination through PandaDoc.
Manage and track all sales activity within HubSpot CRM, maintaining accurate records and providing updates to leadership.
Represent ATLAS at community events, business expos, and networking groups to build brand presence and strengthen client connections.
Partner with marketing on outreach campaigns, events, and educational workshops to attract and engage prospective clients.
KNOWLEDGE, SKILLS, AND ABILITIES
Proven experience in B2B sales, business development, or client acquisition - ideally within professional or financial services.
Excellent communication, presentation, and relationship-building skills.
General understanding of accounting, payroll, or bookkeeping concepts.
Strong organizational and time management abilities with attention to detail.
Self-motivated, results-oriented, and comfortable working both independently and collaboratively.
Proficiency with Microsoft Office Suite and familiarity with professional networking platforms such as LinkedIn.
Experience with CRM tools (preferably HubSpot) and digital document systems such as PandaDoc.
Experience selling financial, payroll, or business advisory services.
Familiarity with software such as QuickBooks, SwipeClock, or other accounting/payroll platforms.
Knowledge of the Akron/Cleveland small business community.
EDUCATION AND EXPERIENCE
AA or Bachelor's Degree preferred
2-4 years of professional experience in a similar role is preferred.
BENEFITS
Medical, Dental, and Vision
GAP Benefits
Supplemental Benefits
Life and AD&D Insurance
Short- & Long-Term Disability Plans
401k with Company Matching
Bonus Structure
Flexible PTO with sick time
Incentive Program
Development Program
Company Wellness Program
APPLICATION DEADLINE
We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified.
WORKING CONDITIONS
Must be able to operate a variety of machines and equipment, including computer, office equipment, telephone, etc. Tasks may require extended periods of time at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation.
EQUAL OPPORTUNITY STATEMENT
ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.
ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know.
#LI-Onsite
Texting Privacy Policy and Information:
Message type: Informational; you will receive text messages regarding your application and potentially regarding interview scheduling.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
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Private Client Banker - Akron Square - Akron, OH
Finance associate job in Akron, OH
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyFinancial Analyst, Investment Banking
Finance associate job in Woodmere, OH
MarshBerry is growing! We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.
We are seeking a Financial Analyst to join our team. The Financial Analyst is responsible for analyzing client business and financial documents and preparing financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry's Financial Advisory Team.
Responsibilities:
• Collaborates as a key member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination.
• Responsible for researching, compiling and analyzing various metrics these may include statistics needed for valuation reports, and/or research needed for articles and presentations.
• Completes projects in desired timeframe prioritizing work following guidelines and metrics provided to complete multiple projects simultaneously.
• Develops client relationships by maintaining positive rapport with clients during projects.
• Supports client business performance improvement initiatives by providing analysis and recommendations for improved business and financial performance, in keeping with “proven practices” industry standards.
• Support new business generation through reactive methods to introduce our products and services.
• Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
• Any other special projects, tasks or duties as assigned.
Selection Criteria
Education & Experience:
• Bachelor's Degree in Business, Finance or Accounting. Master's Degree is a plus.
• Minimum of 1-3 years of experience in investment banking, transaction advisory, corporate development, assurance services, financial consulting, or financial services.
• Proficient with technology; Microsoft Word, Excel, Power Point and Access or similar
database.
Other:
• Strong analytical and problem solving skills; techniques to identify and resolve issues
in a timely manner.
• Strong communication skills; both written and verbal with demonstrated creativity
with regard to work.
• Exceptional organization skills; using systematic methods to perform work and
creativity to recommend or create new work methods or procedures.
• Ability to multi-task; able to complete simultaneous projects and responsibilities with
extreme attention to detail according to required timelines and deadlines.
• Ability to work extended hours as needed. Some travel will be required.
Base salary target for CA: $75,000 - $90,000
Base salary target for NY: $85,000 - $100,000
Working at MarshBerry
Who We Are:
MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.
What We Do:
MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.
It's one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:
• Crain's Best Employers in Ohio
• The Nation's Best and Brightest in Wellness
• North Coast 99
• Top Work Places - The Plain Dealer
• Weatherhead 100
• West Michigan's Best and Brightest Companies to Work for
To learn more about MarshBerry, visit *******************
We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.
Private Client Banker - Great Northern - North Olmsted, OH
Finance associate job in Cleveland, OH
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyFinancial Services Intern
Finance associate job in Akron, OH
The Investment Operations team is seeking a motivated intern to gain hands-on experience in the financial services industry. As a Financial Services Intern, you'll collaborate closely with team members while developing practical knowledge in areas such as technology, investment products, and operational processes. This internship is ideal for individuals who are passionate about finance, eager to learn, and committed to building a successful career. It offers a unique opportunity to gain real-world experience, work alongside industry professionals, and lay the groundwork for a strong future in financial services.
Job Summary:
The Financial Services Intern will support coordination efforts between Valmark's clients and the Investment Operations department. This role involves assisting with business processing, resolving operational issues, and contributing to initiatives that enhance workflow efficiency and client service.
Essential Functions and Responsibilities:
Collaborate with the Communications team to prepare content for webinars and industry-focused newsletters
Track Agent of Record (AOR) change requests, manage follow-up, and ensure accurate and timely processing
Conduct research on Fintech trends to support the development of tools, resources, and marketing materials for Valmark clients
Aid with managing inbox requests, Fintech support tickets, and Investment Operations phone calls
Support team projects aimed at improving operational efficiency and streamlining business workflows
Related Qualities:
Our ideal candidate has the following qualities:
Genuine enthusiasm for the financial services industry and a strong desire to learn
Clear and professional communication skills, both written and verbal
Detail-oriented with a proactive approach to tasks and challenges
Skilled in organizing and managing multiple responsibilities efficiently
Strong analytical, problem-solving, and research capabilities
Requirements:
Candidates must be currently enrolled in college seeking a college degree. Majors in Business Administration and/or Finance are preferred but not required. This position requires the availability to commit 16-24 hours per week on-site during the spring/fall semesters and 30-40 hours per week on-site during the summer months.
Patient Financial Services Representative
Finance associate job in Shaker Heights, OH
Great opportunity to join a company that values our employees and the patients we serve! Centers for Dialysis Care is seeking an experienced Patient Financial Services Representative to work out of our Corporate Office located in Shaker Heights, OH. This position is onsite.
Why Choose CDC?
We offer a complete benefits package to include medical, dental, vision, 401K, Short/Long Term Disability options, along with company paid life insurance
210 Hours of PTO
Tuition Reimbursement Program
Employee Perks Program
Career Development Opportunities
Position Overview:
The purpose of this position is to bill and collect insurance accounts receivable for multi-payer sources.
Job Description:
Prepares and sends claims monthly to payers for dialysis services rendered at our CDC clinics via an electronic billing system.
Analyzes Accounts Receivable to ensure timely payment is received for claims billed. This includes root cause analysis, contact with payers (via phone or paper/electronic status inquires), ensuring patient responsibility is properly and timely identified.
Follows and reports status of delinquent patient accounts to the Director of Patient Accounts and Chief Financial Officer
Works on various revenue collection projects/duties as assigned
Qualifications:
High school diploma required, some college accounting courses or other field related continuing education
Knowledge of electronic billing systems preferably Quadex is required.
At least 3 years' experience in a Healthcare Accounts Receivable setting is essential
Excellent customer service, interpersonal and communication skills required
Knowledge of medical billing/collection practices
Knowledge of business office procedures
Knowledge of basic medical coding and third-party operating procedures and practices
Ability to establish and maintain effective working relationships with patients, employees and the public
Centers for Dialysis Care is proud to be an Equal Opportunity Employer.
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College Financial Representative, Internship Program
Finance associate job in Cleveland, OH
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Finance associate job in Elyria, OH
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Paid time off
Training & development
ROLE DESCRIPTION: As a financial service specialist with JP Merk State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
1+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 6 and 63 licenses preferred.
Part-time-Banks Cleaning
Finance associate job in Strongsville, OH
Do you want to work for the areas leading Building Services Company. Environment Control is seeking a Mature/Dependable person to fill an evening Banks Cleaning position in various bank office buildings in the North Royalton, Broadview Heights, Brecksville, and Parma areas. Must be available to start immediately after passing a criminal background check. This is a part time position averaging approximately 2-3 hours per night. This position is Monday-Friday after 6:00pm, cleaning 4 banks, and a commercial building, pay rate is $14.00 per hour, plus paid traveling time.
*Must have a drivers license and reliable transportation, and Must live not more than 15 minutes from job's location.
*** For Immediate Consideration please complete an application at Apply.eccleveland.com
Requirements:
1). Criminal Background check required
2). Reliable Transportation
3). Valid Drivers License and clean driving record
4). Prior Housekeeping experience/ commercial cleaning experience preferred
About Environment Control
Environment Control is a cleaning company that is locally owned and operated. Our company is made up of more than 200 people from all walks of life and diverse cultures which we believe makes us a great company to join. We are building a company that cares about people. All are welcome.
We are looking for people to join our team who like the idea of hard work and fair pay.
Our promise to our employees is to provide:
Honest and fair treatment by management and coworkers.
Three days of training and extra support throughout your first few weeks. Ongoing supervision.
All the materials required for you to do a good job.
A raise/promotion program that has specific and tangible ways to grow your wage.
If you want it, a consistent schedule that does not change.
We believe that our success as a company depends on our employee's job satisfaction from cleaners to office staff to management. Our goal as a company is to encourage and support you as well as provide excellent and consistent cleaning service to our customers.
Report straight to your assignments, check in/out of your assignment with mobile application, finish your work and go home!
***Candidates Must reside within a close radius of the job location, no further than 15-20 minutes***
*
Auto-ApplyFinance/Accounting Intern, Spring 2026
Finance associate job in Orrville, OH
Your Opportunity as a Finance Intern
As an intern within our Accounting and Finance organization, responsibilities will vary based on the department and role within Finance. We have internship opportunities in Strategic Business Areas (Coffee, Consumer, Pet and Sweet Baked Snacks), Financial Planning & Analysis, Tax, Internal Audit, Supply Chain Finance, Plant Financial Services, Sales Finance, Finance Technology, Treasury, Payment Services, and Payroll.
Location: Orrville, Corporate Offices
Work Arrangements:
Full-Time: 40 hours per week, during normal business hours (8:00a - 5:00p EST)
Hybrid: Minimum of 40% in-office expectation
In this role you will:
Receive personalized training and may assist with responsibilities including journal entries and reconciliations, financial statement preparation, financial projects, tax compliance, financial planning and forecasting, audit support, cash management, or item and customer profitability analysis.
Contribute meaningful work alongside analysts, managers, directors, and executives.
Develop an overall understanding of corporate finance.
Have the opportunity to take on flow to the work assignments across a variety of finance departments.
What we are looking for:
A Freshman, Sophomore, Junior or Senior standing in school with requisite educational experience in accounting, finance, actuarial science, analytics, statistics, economics, mathematics or another relevant field
A well-rounded skill set including strong time-management, attention to detail, written and oral communication, teamwork skills.
Proficiency in Microsoft 365 products (Excel, Word, Outlook, PowerPoint, and OneNote).
Why Choose the J.M. Smucker Company's Internship Program?
Are you seeking an exceptional internship experience at a Fortune 500 company? At Smucker, we are dedicated to providing a world-class, award-winning internship that offers you the opportunity to:
Learn: Unlock your potential in a collaborative and supportive environment where you are treated like a true peer and challenged to be your best.
Grow: Benefit from hands-on training with a dedicated mentor and connect with peers and leaders throughout the company.
Lead: Contribute to high-profile projects that support our Company's growing categories like snacks, coffee and pet food.
Additional Perks:
Along with engaging work, we offer a variety of benefits to ensure your internship is both rewarding and memorable. These include:
Unique opportunities to network and interact with company leadership
Customized professional development sessions
Networking events and social outings with fellow interns
Access to a fully equipped fitness center, complete with a basketball court, indoor walking track, and recreational league sports
The Orchard, our gourmet cafeteria, offering breakfast and lunch with seasonal and locally-sourced ingredients
A competitive compensation package, including paid corporate holidays
Employee discounts at our Company Store
A housing stipend for interns relocating for the program
Experience an internship where you can learn, grow, and lead - all while being part of something special at Smucker.
Learn more about working at Smucker:
Our Internship Program
Delivering on Our Purpose
Our Continued Commitment to Ensuring a Workplace for All
Follow us on LinkedIn
Auto-ApplyPrivate Client Banker - Cedar and Warrensville - South Euclid, OH
Finance associate job in South Euclid, OH
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyPrivate Client Banker - Hartville - Hartvile, OH
Finance associate job in Hartville, OH
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyCollege Financial Representative, Internship Program
Finance associate job in Akron, OH
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyPart-time-Banks Cleaning
Finance associate job in Willoughby, OH
Do you want to work for the areas leading Building Services Company. Environment Control is seeking a Mature/Dependable person to fill an evening Banks Cleaning position in various bank office buildings in the Eastlake, Willoughby, Euclid, and Cleveland areas, plus a commercial building in Highland Heights. Must be available to start immediately after passing a criminal background check. This is a part time position averaging approximately 2-3 hours per night. This position is Monday-Friday after 6:00pm, cleaning 4 banks, and a commercial building, pay rate is $14.00 per hour, plus paid traveling time.
33464 Vine St, Eastlake 44095
5831 SOM Center Rd, WIlloughby 44094
22480 Lakeshore, Euclid 44123
972 East 185th St., Cleveland 44119
175 Alpha Dr, Highland Heights, OH 44143
*Must have a drivers license and reliable transportation, and Must live not more than 15 minutes from job's location.
*** For Immediate Consideration please complete an application at Apply.eccleveland.com
Requirements:
1). Criminal Background check required
2). Reliable Transportation
3). Valid Drivers License and clean driving record
4). Prior Housekeeping experience/ commercial cleaning experience preferred
About Environment Control
Environment Control is a cleaning company that is locally owned and operated. Our company is made up of more than 200 people from all walks of life and diverse cultures which we believe makes us a great company to join. We are building a company that cares about people. All are welcome.
We are looking for people to join our team who like the idea of hard work and fair pay.
Our promise to our employees is to provide:
Honest and fair treatment by management and coworkers.
Three days of training and extra support throughout your first few weeks. Ongoing supervision.
All the materials required for you to do a good job.
A raise/promotion program that has specific and tangible ways to grow your wage.
If you want it, a consistent schedule that does not change.
We believe that our success as a company depends on our employee's job satisfaction from cleaners to office staff to management. Our goal as a company is to encourage and support you as well as provide excellent and consistent cleaning service to our customers.
Report straight to your assignments, check in/out of your assignment with mobile application, finish your work and go home!
***Candidates Must reside within a close radius of the job location, no further than 15-20 minutes***
*
Auto-Apply