Tax Professional/Wealth Advisor JobotTax Professional/Wealth AdvisorAnderson Township, OH$85,000–$120,000 / yearTax Strategy: Lead proactive tax planning efforts, ensuring tax-efficient solutions are seamlessly woven into clients' overall wealth plans (e.g., tax-loss harvesting, Roth conversions, charitable giving strategies). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Financial Advisor JobotFinancial AdvisorAnderson Township, OH$85,000–$120,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will be responsible for developing new client relationships, managing an existing book of business, providing ongoing financial guidance, and delivering a high level of personalized service.
Remote Sales and Service Advisor HMG CareersRemote Sales and Service AdvisorLoveland, OHRemoteYou will work remotely, serving clients by providing guidance and protection solutions for individuals and families. Increased earning potential in later years through performance and renewals.
NewOutreach Benefits Advisor United Energy Workers HealthcareOutreach Benefits AdvisorCincinnati, Ohio$60,000–$70,000 / yearFull timeMeeting monthly quotas set by management is a key expectation in this sales role, which is centered on outreach, prospecting, and lead generation. Serving as a knowledgeable resource on company services, you’ll offer tailored guidance to potential claimants and clients, serving as their initial point of contact and assisting them throughout the eligibility process.
Regional Sales Director, Employee Health Benefits Crumdale SpecialtyRegional Sales Director, Employee Health BenefitsCincinnati, OH5000 Fastest Growing Companies and Best Workplaces, we leverage industry expertise, superior talent, data analytics, and a disruptive mindset to manufacture, underwrite, and administer agile, transparent, and cost-saving solutions. Drive regional revenue growth by developing and executing a strategic sales plan focused on health plan solutions to include level-funded, self-funded, captive, stop-loss, pharmacy solutions, and TPA solutions.
Sr. Benefits Specialist LSI Industries IncSr. Benefits SpecialistBlue Ash, OHOur American-made products, which include non-residential indoor and outdoor lighting, print graphics, digital graphics, refrigerated and custom displays, create value for customer brands and enhance the consumer experience. You'll have the opportunity to lead impactful initiatives, influence benefit strategy, work with talented colleagues across the organization, and help shape programs that make a meaningful difference for thousands of employees.
Employee Benefits Account Manager HigginbothamEmployee Benefits Account ManagerCincinnati, OhioThe Account Manager acts as a trusted advisor, leading renewal strategies, client meetings, employee communications, and ongoing benefit program management to support client objectives and long-term success. The Account Manager, Employee Benefits serves as the primary relationship manager for assigned employee benefits clients, ensuring exceptional service, client retention, and strategic benefits planning.
Academic Advisor / Sr. Academic Advisor, Undergraduate Programs, Carl H. Lindner College of Business University of CincinnatiAcademic Advisor / Sr. Academic Advisor, Undergraduate Programs, Carl H. Lindner College of BusinessCincinnati, OHHome to more than 53,600 students, 12,000 faculty and staff, and over 360,000 living alumni, UC, a Carnegie 1 institution, combines research prowess with a physical setting The New York Times has called "the most ambitious campus design program in the country." UC's momentum has never been stronger as the anchor of the Cincinnati Innovation District, the oldest cooperative education (co-op) program in the country with students earning $94 million annually through paid experiences, an academic health system, and as a member of the Big 12 Conference.
Academic Advisor -OR- Sr Academic Advisor, CEAS Graduate Studies University of CincinnatiAcademic Advisor -OR- Sr Academic Advisor, CEAS Graduate StudiesCincinnati, OHHome to more than 53,600 students, 12,000 faculty and staff, and over 360,000 living alumni, UC, a Carnegie 1 institution, combines research prowess with a physical setting The New York Times has called "the most ambitious campus design program in the country." UC's momentum has never been stronger as the anchor of the Cincinnati Innovation District, the oldest cooperative education (co-op) program in the country with students earning $94 million annually through paid experiences, an academic health system, and as a member of the Big 12 Conference.
Block Advisors Tax Advisor H&R BlockBlock Advisors Tax AdvisorCRESCENT SPRINGS, KentuckyFull timeYou'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.
Wealth Business Advisor I Truist Financial CorporationWealth Business Advisor ICincinnati, OH$90,000–$110,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Health Advisor Sun Life Financial IncHealth AdvisorCincinnati, OH$76,200–$114,300 / yearPinnacleCare extends a broad range of support for families and organizations to facilitate more efficient access and better outcomes through Comprehensive Health Advisory Memberships for individuals/families, and Connection Group Benefits available through employers/organizations. The opportunity: The Health Advisor role is responsible for providing high-touch customer service to PinnacleCare Members, building strong relationships while helping them to navigate the healthcare system in order to receive the best and most expeditious healthcare available.
Financial Advisor Northwestern MutualFinancial AdvisorCincinnati, Ohio$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Automotive Service Advisor at Lebanon Ford Kenwood Dealer GroupAutomotive Service Advisor at Lebanon FordLebanon, OHOur Service Advisors listen, communicate clearly, solve problems, coordinate repairs, and make sure customers feel informed and valued throughout the entire service process. We believe exceptional service comes from the small things— greeting someone quickly, keeping them informed, anticipating what they need, and following through on what you promised.
Wealth Business Advisor I Truist BankWealth Business Advisor ICincinnati, Ohio$90,000–$110,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Service Advisor Zimmer Chrysler Dodge Jeep RamService AdvisorFlorence, KYContacts customers regarding any changes in the estimate or promised time, explains cost and time requirements in detail, and gets proper authorization before any additional repairs are performed. Advises customers on the care of their cars and the value of maintaining their vehicles in accordance with manufacturers' specifications.
NewWealth Advisor, Portfolio Manager Bartlett Wealth ManagementWealth Advisor, Portfolio ManagerCincinnati, OHThis position has an investment focus and is responsible for maintaining existing client relationships with high-net-worth individuals and families, by providing investment management and wealth planning services. Strong, broad-based knowledge of the wealth management business, allowing for capable articulation of the firm’s strategy on investments within the context of an overall wealth management plan.
Analytic Metrics Executive Advisor Elevance Health IncAnalytic Metrics Executive AdvisorMason, OH$107,600–$161,400 / yearThe Analytic Metrics Executive Advisor is responsible for performing deep dive analytics in collaboration with stakeholders to identify cost of care opportunities, supporting enterprise level metrics, reporting strategies, and turning data into actionable insights utilizing SQL and data visualization tools like Tableau. Preferred Skills, Capabilities, and Experiences: Solid understanding of metric and statistical calculations and data consulting/presentation experience and knowledge of OLAP reporting tools strongly preferred.
Tesla Advisor, Delivery Tesla IncTesla Advisor, DeliveryCincinnati, OH$18.17–$24.96 / hourWork closely with other employees to ensure smooth pre-delivery experiences for customers with upcoming delivery appointments and provide a great customer-centric delivery experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, OH, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.
TM Client Care Advisor II - National Fifth Third BancorpTM Client Care Advisor II - NationalCincinnati, OH$61,200–$125,500 / yearESSENTIAL DUTIES AND RESPONSIBILITIES: Client Service: Pro-actively manages a portfolio consisting of the top 10% revenue generating clients in the Commercial Division: Serves as Treasury Management (TM) relationship ambassador for all things treasury including but not limited to incident management, client behavior analytics, escalation point of contact, implementation, issue troubleshooting, assessment and resolution. This client service professional possesses treasury management expertise and knowledge responsible for the retention and growth of our clients, engineering TM solutions based on client data analytics and industry trends while engaging Operations, Product, IT and Sales resources to optimize the suite of solutions for each client.