Financial Advisor Jobs in Lakewood, OH (274)
Financial Advisor
Sagient
🌎 Remote
New
Remote
Health Insurance
Financial Advisor
Zero Day Capital Enterprises
🌎 Remote
Remote
Senior Strategic Financial Advisor
The Parnin Group
Cleveland, Ohio
Part-Time
$150k - $220k / year
Sr. Regional Manager, Schwab Wealth Advisory
CFA Institute
Westlake, Ohio
Dental Insurance
Vision Insurance
Education
Parental Leave
Tax Managing Director, Private Client Services
BDO USA
Cleveland, Ohio
$215k - $270k / year
Financial Advisor
Equitable
Cleveland, OH
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Associate Financial Advisor
GemHarvest Executive Recruiting
Cleveland, OH
‌
Financial Advisor
Prudential Financial
Cleveland, OH
New
Eco-Friendly
‌
Financial Aid Advisor
Hondros College of Nursing
Independence, OH
New
‌
Investment Advisor
Cetera Investment Services
Cleveland, OH
New
Health Insurance
‌
Wealth Management Associate
Morgan Stanley
Pepper Pike, OH
‌
Senior Wealth Strategist
Insight Global
Cleveland, OH
$100 - $150 / day
‌
Financial Professional - OH, Cleveland, Lorain, Westlake (6006)
Equitable Services
Cleveland, OH
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Professional - OH, Cleveland, Lorain, Westlake (6006)
Equitable Advisors
Cleveland, OH
Entry-Level
Dental Insurance
Vision Insurance
‌
PRN Financial Counselor
University Hospitals
Cleveland, OH
‌
Financial Client Liaison
Return On Life Wealth Partners
Brecksville, OH
Health Insurance
Education
‌
Vice President, Investment Banking - Specialty Insurance Distribution
MarshBerry
Beachwood, OH
‌
Tax Professional
H Cap Connect
Avon Lake, OH
New
PTO
Health Insurance
Vision Insurance
‌
Regional Sales Manager
Cetera Investment Services
Cleveland, OH
New
Health Insurance
‌
Private Client Advisor
Key Bank
Avon, OH
New
Hospitality
$50k / year
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Financial & Actuarial Consultant
Gallagher Benefit Services
Cleveland, OH
New
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Parental Leave
‌
Client Advisory Manager
Meaden & Moore LLP
Cleveland, OH
New
401(k)
PTO
‌
Merrill Experienced Financial Advisor
Bank of America
Cleveland, OH
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Cleveland, OH
Diversity Leader
$69.6k - $105k / year
‌
Merrill Financial Solutions Advisor - Northeast Ohio Market
Bank of America
Cleveland, OH
Diversity Leader
Eco-Friendly
$100k / year
‌
Sr Manager, Tax Trust and Estate Specialist | Westlake, OH, USA
Charles Schwab
Westlake, OH
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)
Deloitte
Cleveland, OH
Diversity Leader
$85k - $169.7k / year
‌
Tax Senior, Investment Management - Private Wealth (Central Region Office Locations)
Deloitte
Cleveland, OH
Diversity Leader
$63.4k - $126.6k / year
‌
Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)
Deloitte
Cleveland, OH
Diversity Leader
$119.5k - $238.7k / year
‌
Oracle Cloud Financial Consultant
Accenture
Cleveland, OH
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Tax Manager - Investment Management - Private Equity Tax (Central Region Office Locations)
Deloitte
Cleveland, OH
Diversity Leader
$85k - $169.7k / year
‌
Associate Financial Planner
New York Life
Independence, OH
New
Entry-Level
Job Description
Working as a Financial Advisor in Lakewood, OH
There are 274 Financial Advisor opportunities available in Lakewood, OH all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Lakewood, OH
Financial Advisors in Lakewood, OH Resume Data
Average Experience for Financial Advisors in Lakewood, OH
- More than 10 years: 58%
- 6-10 years: 26%
- 3-5 years: 11%
- 1-2 years: 3%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Lakewood, OH
- Bachelors: 53%
- Masters: 24%
- Diploma: 15%
- Associates: 8%
- Doctorate: 1%
Top Skill for Financial Advisors in Lakewood, OH
- Attention to detail: 20%
- Sales skills: 14%
- Customer focus & orientation: 12%
- Work style: Reliability: 12%
- Spreadsheets with Microsoft Excel: 10%
- Customer service: 8%
- Principles of accounting: 6%
- Work motivation: 6%
- Management & leadership skills: Impact & influence: 6%
- Filing & organization: 6%
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