3 wealth planner jobs found in Toledo

Location: 300 Madison Avenue - Toledo, Ohio 43604 Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and...

Work Flexibility: Field-based Overview As a Clinical Specialist at Stryker, you will help improve orthopedic surgeries around the world and play a direct role in our mission of making healthcare better. In this role, you will build deep clinical and technical expertise across both robotic (Mako SmartRobotics™) and manual orthopedic procedures. You will support surgeons in the operating room by assisting with pre-operative planning, case preparation, system setup, and real-time procedural workflows to ensure safe, accurate, and efficient outcomes. You will gain hands-on experience working with Mako technology—including CT-based planning, implant sizing, registration, and intra-operative support—while also developing strong competency in manual procedures, instrumentation, and OR protocols. Through shadowing experienced team members, supporting product demonstrations, and participating in labs and education programs, you will learn the systems, processes, and best...

Location: 5740 Lewis Avenue - Toledo, Ohio 43612 Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Essential Functions Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial Wellness conversations and complete...