West Chester, OH

Finance Jobs in West Chester, OH

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Financial Solutions Advisor

Bank of America West Chester, OH

West Chester, OH

Today

Full time Advisor Business Development Client Relations

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Job Description

The Financial Solutions Advisor role supports clients with comprehensive, customized guidance aimed at helping them work toward their short- and long-term financial goals. The position also supports lead management, client-facing consultations, and product recommendations across brokerage and banking solutions.

Location and Schedule

Location: West Chester, OH (onsite)
Shift: 1st shift (United States of America)
Hours per week: 40

Key Responsibilities

Partner with clients to plan short- and long-term financial goals by building financial plans that may include brokerage products such as stocks, bonds, mutual funds, and annuities, along with banking and money managed solutions
Recommend banking and investment strategies aligned to client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identify and engage potential new clients through referrals or financial center clientele

Qualifications and Requirements

Education: High School Diploma / GED / Secondary School or equivalent
Minimum experience: 1 year
Currently holds Series 7 and 66 (or 63 and 65 in lieu of 66); if the 66 is not currently held but either a 63 or 65 is held, an offer may be extended with the condition of passing the missing series within 60 days
At least one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Ability to set goals and accomplish them, building and maintaining strong relationships
Ability to collaborate effectively with others and communicate effectively and confidently with clients
Capability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment
Comfort learning, adapting to new information, and seeking appropriate solutions for clients
Efficient time and capacity management
Thorough approach to incorporating relevant regulatory due diligence into day-to-day activities and long-term client strategies

SAFE Act Registration

This position may be responsible for the provision of residential mortgage loans and is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Required actions include registering and submitting to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Additional (Desired) Qualifications

Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Strong computer skills with the ability to multitask in a demanding environment
Additional professional designations such as CFP and/or CRPC
Obtained insurance licenses

Job Expectations for Growth

Apply and expand knowledge by completing required licenses and trainings

Relevant Skills

Client Solutions Advisory
Investment Management and Portfolio Management
Referral and Pipeline Management
Risk Management
Client Management and Customer/Client Focus
Prospecting and Referral Identification
Business Acumen and Executive Presence
Oral Communications
Trading

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4mo ago

Finance Manager - Automotive

Performance Automotive Network West Chester, OH

West Chester, OH

4mo ago Closed

$120k - $200k/yr Full time Automotive Automotive Finance Dealership Management

This position is no longer accepting applications (closed Jun 18, 2026).

Job Description

Performance Automotive Network is seeking a Finance Manager to oversee financing, insurance, and automotive finance programs for both new and used car buyers. This role supports high-volume operations, ensuring compliant processes and timely funding while delivering a seamless customer experience at our West Chester, Ohio dealership.

Responsibilities

Present financing, insurance, and other product options to customers with a complete menu at the point of sale.
Ensure compliance with local and national regulations while collaborating with Sales Managers to maximize profit per vehicle delivered.
Maintain F&I compliance with federal, state, and local rules and regulations.
Process all finance and title paperwork with customers.
Utilize eContracts with all available lenders on every deal.
Obtain lender approvals on the same day the customer signs the vehicle contract.
Ensure funding for every deal within 3-5 business days from sale, working with lenders, processors, and customers.
Submit each file to the corporate office within 3 business days.
Correct finance or title paperwork as needed promptly.
Provide desk support as needed and collaborate with the management team.
Process all payments and prepare daily finance deposits at the start of each day.
Address customer questions or concerns as they arise.
Review chargebacks to ensure accuracy.
Provide training to sales staff on new programs, products, and procedures as needed.
Maintain necessary finance forms and materials.
Collaborate with Service Advisors to address customer inquiries regarding warranty and service contracts.

Requirements

Two years minimum automotive experience required.
Strong communication skills for assisting customers and collaborating with staff, vendors, and lenders.
Excellent organizational skills.
Detail oriented.
Professional appearance and a strong work ethic.
Self-motivated with good time-management skills.
Valid driver's license with a driving record acceptable for operating customer and company vehicles.
Performance Automotive Network is a drug-free workplace.

Benefits

Paid time off (PTO).
401(k) retirement plan with generous company match.
Medical insurance.
HSA and FSA plans.
Dental coverage.
Vision coverage.
Short- and long-term disability insurance.
Life insurance.
Critical illness insurance.
Hospital indemnity insurance.
Accident insurance.
Grief counseling services.
Living will preparation assistance.
Generous employee discounts on vehicles, parts, and services.

Earning Potential

Salary: USD 120,000 to 200,000+ per year.
Eligible for quarterly cash bonus earnings.

Work Schedule

5-day work week.
Alternating Sundays.

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Finance Jobs in West Chester, OH

Financial Solutions Advisor

Finance Manager - Automotive

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