5 wealth strategies advisor jobs found

Location: 511 W National Road - Englewood, Ohio 45322 *Part Time - 20 hours per week* *Must be flexible and available to be scheduled during any branch days/hours* Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client...

Provides comprehensive primary health care to the University's student, faculty/staff and retiree populations. Responsible for ambulatory medicine and on call coverage. Participates in a team with physicians, nurse practitioners and nurses to provide high quality and compassionate care and provides periodic health educational outreach. May participate in teaching residents and medical students and may practice travel medicine.    Job-Specific Responsibilities: Demonstrates cultural sensitivity and empathy for all patients of Harvard’s diverse patient population.  PCP will have outpatient responsibilities for acute, chronic, and preventive care as a practicing physician.  Oversees the care of a panel of primary care patients, attending to patient needs both in the office and between visits, by reviewing care received outside HUHS, laboratory data, secure messages from HUHS care providers and from the patients themselves, and ordering tests as needed to ensure maintenance of...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.   Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.   Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.   Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.   Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

The Office of Admissions at Harvard Medical School (HMS) is dedicated to identifying, recruiting, and selecting exceptional students who will contribute meaningfully to the medical profession and advance the school’s mission of leadership, discovery, and service. The office ensures that each entering class reflects a range of backgrounds, perspectives, and experiences essential to excellence in medicine. Working closely with faculty, staff, and affiliated programs, the Office of Admissions plays an important role in cultivating a community of future physician leaders who will thrive at HMS and make a lasting impact on healthcare and society. We seek an accomplished academic physician with a demonstrated record of leadership in medical education and a strong understanding of the higher education admissions landscape. They will be a strategic thinker, an effective communicator, and a principled leader capable of navigating complexity with fairness and integrity. This position...