Banking and Financial Services Jobs in Westlake Ohio
8 positions found
*This position reports to our Westlake, OH office full-time. To learn more about our sales team, check out our YouTube video!
Join the Equity Trust Sales team today!
As a 12-time NorthCoast 99 winner, Equity Trust values its associates and currently offers:
- Medical, Dental and Vision coverage first of the month following start date
- 20 days PTO per calendar year (prorated based on date of hire)
-10 paid holidays plus volunteer hours
-Paid Maternity/Parental leave
-On-site gym with weekly fitness classes
-Wellbeing program including opportunity for discounts on medical insurance
JOB OVERVIEW
The Account Executive II plays a pivotal role in expanding our Private Client Group business. Serves as a trusted financial professional to help guide prospects and clients with a consultative perspective, driving revenue growth while championing Equity Trust’s value proposition: flexibility, service excellence, and technology-driven solutions. Responsible for managing a sales pipeline, proactively generating new business, and collaborating internally to deliver exceptional outcomes for clients.
RESPONSIBILITIES & DUTIES
- Executes a sales plan and funnel
- Makes outbound phone calls to leads with current and past interest.
- Prospects, qualifies, and converts new business opportunities by communicating ETC’s unique value: nearly limitless investment flexibility, robust platform (myEQUITY), and trusted custodial experience.
- Manages full sales cycle: Engage > Identify > Solve > Fees > Close > Onboarding
- Assists in completion of account open documentation.
- Maintains and grow relationships with existing clients and strategic partners, ensuring customer satisfaction, renewal growth, and cross-sell of additional solutions
- Collaborates closely with Management, Client Success, Onboarding, and Client Service teams to ensure a seamless implementation process and a strong, positive client onboarding experience
- Stays current on industry trends including self-directed IRAs, real estate investing, alternative assets, 1031 exchanges, and cryptocurrency and clearly communicate how ETC’s solutions align with emerging client needs.
- Provides feedback from field to internal teams on client/market insights, competitive intelligence, and product features to strengthen ETC’s go-to-market strategy.
- Tracks sales activities, pipeline, forecasting, and metrics using CRM tools; maintain accurate records and reporting to management.
- Creates leads using Salesforce and documents all interactions.
- Collaborates with the onboarding team to ensure new accounts are opened and funded accurately and efficiently.
- Meets Sales objectives and business results as established by Sales Leadership
- Obtains and follows up with referrals
- Perform other duties as assigned
QUALIFICATIONS
- High School diploma or equivalent required
- Bachelor’s degree preferred
- Minimum one (1) year of sales experience preferred
- Proven track record of meeting or exceeding sales targets
- Willingness to travel (client meetings, industry conferences)
PROFESSIONAL CERTIFICATIONS
- None required
TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
- Intermediate level proficiency in Microsoft Office
- Comfort and fluency with technology platforms; ability to understand online tools and digital client experience
CULTURAL COMPETENCIES
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
- Attention to Detail
- Time Management
- Written and verbal communication
- Organizing
PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
$15/hour
Ages 16+
At Cedar Point, work is FUN! As a host and cashier, you'll greet and welcome guests to our world class Resort locations. You'll also...
- Assist with various functions of the restaurant, seat guests, take food to the table, bus tables, and assist with dish washing as needed.
- Maintain an outgoing, friendly disposition while interacting with our guests.
- Provide guest service according to Cedar Point standards
Some of our amazing perks and benefits:
- Paid training and FREE uniforms!
- FREE Admission to Cedar Point and our other properties!
- FREE tickets and discounts to local attractions!
- FREE tickets for family and friends!
- 20% discounts on food and merchandise!
- Employee-only ride nights, game nights, and FREE FOOD events!
Responsibilities:
Come join our world class team at Cedar Point. Cedar Point provides premiere entertainment with 200+ acres of FUN and we want YOU to join us in making people happy. As a member of our team, you'll...
- Make our guests happy by delivering amazing experiences and helping them create lifelong memories.
- Interact with different people of all ages and backgrounds.
- Gain skills, knowledge and experience that will benefit your future.
Qualifications:
- You!
- People who love helping others and will support the needs of our guests and associates.
- Good judgement and a commitment to safety.
- Ability to work and interact with people from diverse backgrounds.
- Individuals with a passion and excitement about Cedar Point.
- Availability to include some weekdays, weekends, evenings, and holidays.
Ages 16+
At Cedar Point, work is FUN! As a host and cashier, you’ll greet and welcome guests to our world class Resort locations. You’ll also…
Assist with various functions of the restaurant, seat guests, take food to the table, bus tables, and assist with dish washing as needed.
Maintain an outgoing, friendly disposition while interacting with our guests.
Provide guest service according to Cedar Point standards
Some of our amazing perks and benefits:
~ Paid training and FREE uniforms!
~ FREE Admission to Cedar Point and our other properties!
~ FREE tickets and discounts to local attractions!
~ FREE tickets for family and friends!
~20% discounts on food and merchandise!
~ Employee-only ride nights, game nights, and FREE FOOD events!
Responsibilities: Come join our world class team at Cedar Point. Cedar Point provides premiere entertainment with 200+ acres of FUN and we want YOU to join us in making people happy. As a member of our team, you’ll…
Make our guests happy by delivering amazing experiences and helping them create lifelong memories.
Interact with different people of all ages and backgrounds.
Gain skills, knowledge and experience that will benefit your future.
Qualifications:
You!
People who love helping others and will support the needs of our guests and associates.
Good judgement and a commitment to safety.
Ability to work and interact with people from diverse backgrounds.
Individuals with a passion and excitement about Cedar Point.
Availability to include some weekdays, weekends, evenings, and holidays.
$15/hour
Ages 16+
At Cedar Point, work is FUN! As a host and cashier, you’ll greet and welcome guests to our world class Resort locations. You’ll also…
- Assist with various functions of the restaurant, seat guests, take food to the table, bus tables, and assist with dish washing as needed.
- Maintain an outgoing, friendly disposition while interacting with our guests.
- Provide guest service according to Cedar Point standards
Some of our amazing perks and benefits:
- Paid training and FREE uniforms!
- FREE Admission to Cedar Point and our other properties!
- FREE tickets and discounts to local attractions!
- FREE tickets for family and friends!
- 20% discounts on food and merchandise!
- Employee-only ride nights, game nights, and FREE FOOD events!
Responsibilities:
Come join our world class team at Cedar Point. Cedar Point provides premiere entertainment with 200+ acres of FUN and we want YOU to join us in making people happy. As a member of our team, you’ll…
- Make our guests happy by delivering amazing experiences and helping them create lifelong memories.
- Interact with different people of all ages and backgrounds.
- Gain skills, knowledge and experience that will benefit your future.
Qualifications:
- You!
- People who love helping others and will support the needs of our guests and associates.
- Good judgement and a commitment to safety.
- Ability to work and interact with people from diverse backgrounds.
- Individuals with a passion and excitement about Cedar Point.
- Availability to include some weekdays, weekends, evenings, and holidays.
$15/hour
Ages 16+
At Cedar Point, work is FUN! As a host and cashier, you’ll greet and welcome guests to our world class Resort locations. You’ll also…
- Assist with various functions of the restaurant, seat guests, take food to the table, bus tables, and assist with dish washing as needed.
- Maintain an outgoing, friendly disposition while interacting with our guests.
- Provide guest service according to Cedar Point standards
Some of our amazing perks and benefits:
- Paid training and FREE uniforms!
- FREE Admission to Cedar Point and our other properties!
- FREE tickets and discounts to local attractions!
- FREE tickets for family and friends!
- 20% discounts on food and merchandise!
- Employee-only ride nights, game nights, and FREE FOOD events!
Responsibilities:
Come join our world class team at Cedar Point. Cedar Point provides premiere entertainment with 200+ acres of FUN and we want YOU to join us in making people happy. As a member of our team, you’ll…
- Make our guests happy by delivering amazing experiences and helping them create lifelong memories.
- Interact with different people of all ages and backgrounds.
- Gain skills, knowledge and experience that will benefit your future.
Qualifications:
- You!
- People who love helping others and will support the needs of our guests and associates.
- Good judgement and a commitment to safety.
- Ability to work and interact with people from diverse backgrounds.
- Individuals with a passion and excitement about Cedar Point.
- Availability to include some weekdays, weekends, evenings, and holidays.
$15/hour
Associates 16 years of age and up earns $15/hour. Positions also available for 14/15 year olds, pay may vary based on job duties and responsibilities.
At Cedar Point, work is FUN! As a host and cashier, you’ll greet and welcome guests to our world class food locations. You’ll also…
- Assist with various functions of the restaurant, seat guests, take food to the table, bus tables, and assist with dish washing as needed.
- Maintain an outgoing, friendly disposition while interacting with our guests.
- Provide guest service according to Cedar Point standards
Some of our amazing perks and benefits:
- Paid training and FREE uniforms!
- FREE Admission to Cedar Point and our other properties!
- FREE tickets and discounts to local attractions!
- FREE tickets for family and friends!
- 20% discounts on food and merchandise!
- Employee-only ride nights, game nights, and FREE FOOD events!
Responsibilities:
Come join our world class team at Cedar Point. Cedar Point provides premiere entertainment with 200+ acres of FUN and we want YOU to join us in making people happy. As a member of our team, you’ll…
- Make our guests happy by delivering amazing experiences and helping them create lifelong memories.
- Interact with different people of all ages and backgrounds.
- Gain skills, knowledge and experience that will benefit your future.
Qualifications:
- You!
- People who love helping others and will support the needs of our guests and associates.
- Good judgement and a commitment to safety.
- Ability to work and interact with people from diverse backgrounds.
- Individuals with a passion and excitement about Cedar Point.
- Availability to include some weekdays, weekends, evenings, and holidays.
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
The client is conducting a search for a Chief Financial Officer with the assistance of a recruitment firm.
This position is a key leadership role, central to the financial oversight and strategic financial planning of the client.
The chosen candidate will be responsible for managing all financial aspects, including budgeting, forecasting, and financial reporting.
The search is being led by experienced professionals who specialize in identifying and recruiting top financial executives.
The recruitment team will work closely with the client to understand their specific needs and the skills required for the position.
Their approach ensures that the candidates considered are well-qualified and align with the client's values and objectives.
Further information about the search process and candidate requirements will be provided as the selection process progresses.
The client's goal is to ensure that they find a candidate who not only has the requisite financial expertise but also fits well within their leadership team, contributing to the overall success and stability of the client.
