Financial Services Representative - State Farm Agent Team Member Andy McMahon - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberMason, OHFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Andy McMahon - State Farm Agent, you will successfully market the financial products that manage everyday risks. We’re deeply involved in the community through organizations like Kiwanis, local school donations, wildlife habitat support, and scholarships for local districts.
Senior Implementation Project Manager - Stock Plan Services FidelitySenior Implementation Project Manager - Stock Plan ServicesCovington, KentuckyRemoteClient Service 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. The Stock Plan Services team is seeking a Senior Implementation Project Manager to work in a fast-paced client-facing role, leading complex projects on behalf of both new and existing clients!
Salesforce Architect Judge GroupSalesforce ArchitectMilford, OH$170,000–$180,000 / yearBy providing your phone number, you consent to: (1) receive automated text messages and calls from the Judge Group, Inc. and its affiliates (collectively "Judge") to such phone number regarding job opportunities, your job application, and for other related purposes. Acting as a trusted advisor, the architect will proactively identify problem statements, propose innovative technical solutions, and influence key stakeholders.
HFA Financial Advisor Senior - Branch Huntington National BankHFA Financial Advisor Senior - BranchSpringboro, OhioThe HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
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.
NewRetirement Customer Support Specialist ProtectiveRetirement Customer Support SpecialistCincinnati, OH$48,000–$55,000 / yearPrimary Job Function: Retirement Customer Support Specialists communicate with financial professionals and customers primarily through phone and email providing a high-quality customer experience by projecting a professional and positive attitude. Work/life balance is important and Protective offers a variety of paid time away benefits ( e.g. , paid time off, paid parental leave, short-term disability, and a cultural observance day).
Relationship and Operations Associate Carson GroupRelationship and Operations AssociateBlue Ash, OhioThis includes determining what actions need to be completed to set up new accounts or perform maintenance on existing client accounts accurately and timely. The Relationship & Operations Associate must exhibit excellent time management skills as they continue to learn new competencies and become familiar with the Advisor’s book of business.
Personal Banker Associate II - Burlington Pike Financial Center (Florence, KY) Fifth Third BankPersonal Banker Associate II - Burlington Pike Financial Center (Florence, KY)Florence, KentuckyPrimarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. 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.
Global Consulting Services - Planning, Performance & Reporting Director DeloitteGlobal Consulting Services - Planning, Performance & Reporting DirectorCincinnati, OHFull timeThe Director will oversee a streamlined suite of reports, dashboards, and analytical tools and reporting team to (1) provide insights on network performance to Consulting Services leaders across Global and the Deloitte network about the performance of the business and its trajectory supported with data visualizations; (2) oversee network investments and strategic priorities with levers on financial and operational indicators, and (3) facilitate long-term planning through modeling and sensitivity analyses. Collaborate with clients, market and global platform teams to (1) support the finance & accounting processes of the program, annual planning and forecasting, and (2) track the impact of investments on the network, through coverage and ROI.
NewLead Product Forward Deployed Engineer for FSI Signals - Innovation_Delivery_Transformation Deloitte Touche Tohmatsu LtdLead Product Forward Deployed Engineer for FSI Signals - Innovation_Delivery_TransformationCincinnati, OH$134,500–$265,100 / yearYou'll bring core consulting skills, financial services industry knowledge, and the ability to work with key stakeholders (product managers, technical / engineering teams, and Market Makers) to qualify product fit, pitch / demo products to clients, shape & commercialize opportunities, and deliver work by managing scope, timeline, and client outcomes. Post-Sale: Lead delivery of scoped proofs of concept (POCs) and in-market testing, working hands-in-hand with engineering and data science teams to deliver the product to the client to drive outcomes for their business.
Personal Banker Associate I - Lawrenceburg Financial Center (Indiana) Fifth Third BankPersonal Banker Associate I - Lawrenceburg Financial Center (Indiana)Lawrenceburg, IndianaThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
NewRetail Personal Banker Associate I - Mt. Zion Rd Financial Center Fifth Third BankRetail Personal Banker Associate I - Mt. Zion Rd Financial CenterFlorence, KentuckyThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
NewPersonal Banker Associate I - Highland Pike Financial Center (NKY) Fifth Third BancorpPersonal Banker Associate I - Highland Pike Financial Center (NKY)fort wright, KYThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
NewPersonal Banker Associate I - Highland Pike Financial Center (Nky) Fifth Third BankPersonal Banker Associate I - Highland Pike Financial Center (Nky)Fort Wright, KYThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Experienced Financial Advisor - Independent Platform, Full Book Portability WealthBridge Financial GroupExperienced Financial Advisor - Independent Platform, Full Book PortabilityPark Hills, KentuckyJoin 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.
Financial Advisor - Kentucky (Career Changer / New to Industry) WealthBridge Financial GroupFinancial Advisor - Kentucky (Career Changer / New to Industry)Covington, KentuckyJoin 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.
Financial Advisor - Veteran Transition Program (KY) WealthBridge Financial GroupFinancial Advisor - Veteran Transition Program (KY)Park Hills, KentuckyJoin 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.
Experienced Financial Advisor - Confidential Move Conversation WealthBridge Financial GroupExperienced Financial Advisor - Confidential Move ConversationCovington, KYJoin 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.
Financial Advisor - Veteran Transition Program (Ky) WealthBridge Financial GroupFinancial Advisor - Veteran Transition Program (Ky)Park Hills, KYJoin 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.
Financial Advisor - Kentucky (Career Changer / New To Industry) WealthBridge Financial GroupFinancial Advisor - Kentucky (Career Changer / New To Industry)Covington, KYJoin 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.