Managing Director - Principal Financial Network Principal Financial GroupManaging Director - Principal Financial NetworkSharonville, Ohio$94,000–$171,000 / yearFull timeLicenses and/or exams necessary for this position include: Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all non-resident states in which business will be conducted. Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.
Financial Planning Consultant - Covington, KY FidelityFinancial Planning Consultant - Covington, KYCovington, KentuckyRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Deliver personalized, end-to-end planning and advice for FAS-covered clients , including unified investment strategies, retirement savings and inidelity is come planning , college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.
Wealth Advisor- Covington, KY Carson GroupWealth Advisor- Covington, KYCovington, KentuckyIf you are passionate about providing ï¬nancial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients ï¬rst, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and apart of the same vision, which is to provide a world-class experience for clients across the country and the ability to grow in a career you can be proud of.
Wealth Connect Advisor US BankWealth Connect AdvisorCincinnati, OH$70,560–$86,240 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Working in a team-based environment, the advisor builds and maintains relationships, conducts ongoing reviews, and partners with internal stakeholders to identify opportunities and deliver a consistent client experience.
Home Lending Advisor Assistant- Cincinnati, OH JPMorgan Chase Bank, N.A.Home Lending Advisor Assistant- Cincinnati, OHCincinnati, OHFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Private Bank Wealth Advisor III Huntington Bancshares IncPrivate Bank Wealth Advisor IIICincinnati, OHAt least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
Private Bank Wealth Advisor II Huntington Bancshares IncPrivate Bank Wealth Advisor IICincinnati, OHAt least 3 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
PWM Private Wealth Advisor U.S. BankPWM Private Wealth AdvisorCincinnati, OhioPartners with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Management Advisor US BankWealth Management AdvisorCincinnati, OH$65,000–$80,200 / yearWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Lead Payment Card Industry Compliance Advisor US BankLead Payment Card Industry Compliance AdvisorCincinnati, OH$119,765–$140,900 / yearThe Lead Payment Card Industry Compliance Advisor partners with business line, technology, information security, and enterprise risk stakeholders to facilitate compliance with PCI requirements, drive assessment readiness activities, and support the ongoing management of PCI-related risks. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Registered Investment Advisor WealthBridge Financial GroupRegistered Investment AdvisorCincinnati, OH$150,000–$200,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Academic Advisor Xavier UniversityAcademic AdvisorCincinnati, OhioCollaborate with Faculty Advisors, Academic Departments, Career Development, Care and Support, Admissions, Financial Aid, Student Life, Thrive, and other offices across Xavier University. Provide individualized, developmental, appreciative academic advising to 200+ current and prospective undergraduate students with specific emphasis on first-year and at-risk students.
Associate Wealth Advisor Waverly AdvisorsAssociate Wealth AdvisorCincinnati, OhioBuilds a strong wealth management acumen with an understanding of Waverly’s investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations. The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors.
Service Advisor - Kenwood Towne Centre AritziaService Advisor - Kenwood Towne CentreCincinnati, OHAccurately and efficiently manage the end-to-end process of services, supporting with notifying clients of their incoming services, consistently auditing services, and proactively resolving opportunities to mitigate impacts to the client experience. Along with your team, you will process transactions, manage client services, and uphold exceptional organization at the Service Counter to create memorable moments for clients in the most important area of the store.
Academic Advisor Kentucky Community and Technical College SystemAcademic AdvisorFlorence, KentuckyThe Advisor II independently manages a student caseload, develops individualized success plans, utilizes proactive outreach and intervention strategies, and collaborates with campus partners to support student persistence and completion. Ability to support students through multiple advising formats, including individual appointments, group sessions, and outreach initiatives designed to promote student progression and success.
Style Advisor - Kenwood Towne Centre AritziaStyle Advisor - Kenwood Towne CentreCincinnati, OHThe mission of the Sales Department is to sell clothes, deliver world class client experiences, and build loyal client relationships. This is a unique opportunity to be part of the team responsible for delivering flawless Right Selling and Right Servicing to every client.
Wealth Advisor PNC BankWealth AdvisorCincinnati, OhioPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Enterprise Process Optimization Advisor Fifth Third BankEnterprise Process Optimization AdvisorCincinnati, OhioDirectly responsible for ongoing enrollment management of training including identification of individuals to be enrolled, enrollment of individuals into the appropriate training programs, and proactively maintaining the backlog of individuals to be enrolled in training programs. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Wealth Management Advisor II Fifth Third BankWealth Management Advisor IICincinnati, OhioThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
NewCollege Planning Advisor Class 101 Northeast CincinnatiCollege Planning AdvisorWest Chester, Ohio$18–$25 / hourWe are seeking college planners at our Class 101 Northeast Cincinnati office-someone who will work collaboratively with a team to provide direct college planning to students through individual meetings. As dedicated college advisors, we recommend potential colleges fitting clients’ factors and budget, as well as assist in identifying a career path that aligns with their abilities and interests.