NewSenior Wealth Advisor JobotSenior Wealth AdvisorCincinnati, OH$150,000–$220,000 / 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. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.
NewLicensed Life Insurance Advisor - Commission Based CEO LifeLicensed Life Insurance Advisor - Commission BasedCincinnati, OHThis 1099 entrepreneurial partnership is tailored for self-starting professionals who want to maximize their earning potential by utilizing a diverse portfolio of over 50 premier insurance carriers alongside a fully automated backend infrastructure. Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing campaigns, and instant multi-carrier quoting engines.
NewAcademic Advisor, Hybrid, UC Blue Ash College University of CincinnatiAcademic Advisor, Hybrid, UC Blue Ash CollegeCincinnati, 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.
NewClaim Specialist - Property Field Inspection State Farm Mutual Automobile Insurance CompanyClaim Specialist - Property Field InspectionHopeful Heights, KY$59,059.65–$90,000 / yearQualifications Competitive candidates must demonstrate: Experience as a Property Field Inspection Claim Specialist in the insurance industry, specifically in property claims Strong knowledge of property insurance policies, coverage and claim handling practices Knowledge of both residential and commercial building construction Familiarity with local regulations and compliance requirements in your assigned territory Excellent communication and interpersonal skills to effectively interact with clients, agents, and other stakeholders Proven effective communication skills to handle difficult/emotional conversations with a customer-minded focus Proven ability to assess damages, estimate repair costs, and negotiate settlements Detail-oriented with strong organizational and analytical skills Proficient in using claims management software and other relevant tools Physical agility to allow for: frequent lifting, carrying and climbing a ladder; ability to navigate roofs at various heights for inspection of both residential and commercial structures; ability to crawl in tight spaces May be required to complete Rope and Harness Safety Training. Competitive candidates should reside within one of the listed zip codes and will service this same territory: 40363 41001 41002 41005 41006 41007 41011 41014 41015 41016 41022 41017 41018 41030 41033 41035 41040 41043 41048 41051 41052 41059 41063 41071 41073 41074 41076 41080 41085 41091 41092 41094 41097 41099 41042 41022 41075 This is a Remote-Field position in which you will work from home and utilize a mobile office/vehicle for in-person appointments.
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.
Financial Advisor - Rooted Financial Advisors | Cincinnati, OH Thrivent Financial for LutheransFinancial Advisor - Rooted Financial Advisors | Cincinnati, OHCincinnati, OHThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Merrill Advisor Development Program - Financial Advisor: Ohio Valley Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Ohio Valley MarketCincinnati, OHOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Financial Advisor Nicolet National BankFinancial AdvisorOHAdvisory: Prepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm's financial planning systems. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers.
HFA Financial Advisor Senior - Branch Huntington Bancshares IncHFA Financial Advisor Senior - BranchMontgomery, OHSummary: The 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.
Financial Advisor - Dayton/Cincinnati Corebridge Financial IncFinancial Advisor - Dayton/CincinnatiCincinnati, OHCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor - Dayton/Cincinnati Corebridge Financial Inc.Financial Advisor - Dayton/CincinnatiCincinnati, OHCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
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.
Financial Advisor - Dayton/Cincinnati Corebridge FinancialFinancial Advisor - Dayton/CincinnatiCincinnati, OhioCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.
Financial Advisor Skylight Financial GroupFinancial AdvisorCincinnati, OH$75,000–$150,000 / yearSkylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets. With Skylight support, you will be able to provide peace of mind around concerns that clients face such as the ability to fund a college education, prepare for retirement, protecting themselves from the risks of life and increasing their overall confidence that they are on the right track.
Associate Financial Advisor Nicolet National BankAssociate Financial AdvisorCincinnati, OHClient Service: Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports. Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports.
Hybrid Head Teller / Financial Services Advisor (Personal Banker) MyUSA Credit UnionHybrid Head Teller / Financial Services Advisor (Personal Banker)Middletown, OhioWe are seeking interested candidates for a Hybrid Head Teller / Financial Services Advisor (Personal Banker) position at our Middletown (Crawford Street) location. Our mission is simple, we serve people, not profits and we deliver top-tier results for our members while remaining affordable, trusted, and local!
NewFinancial Services Advisor Atlasfinancialsolutions CoFinancial Services AdvisorCincinnati, OhioRemoteWhether you're transitioning careers, recently graduated, experienced in sales, or already licensed, we provide the training, mentorship, and support needed to succeed in a growing industry. Atlas Financial Solutions is expanding and actively seeking motivated individuals who want to build a long-term career in financial services.
Financial Professional - OH, Cincinnati (5130) Equitable Financial Life Insurance CompanyFinancial Professional - OH, Cincinnati (5130)Cincinnati, OH$250–$1,000392393'',''true'',''392393'',''false'',''Submission for the position: Financial Professional - OH, Cincinnati (5130) - (Job Number: 240000IP)'',''false'',''392393'',''false'',''true'',''Financial Professional - OH, Cincinnati (5130)'',''240000IP'',''UNITED STATES-OH-Cincinnati'',''UNITED STATES-OH-Cincinnati'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.
Financial Advisory Senior Director, Office of the CFO Huron Consulting Group IncFinancial Advisory Senior Director, Office of the CFOCincinnati, OH$250,000–$325,000 / yearThis leader will serve as a trusted advisor to CFOs and executive leadership teams, helping clients transform finance organizations, improve operational performance, modernize technology and data capabilities, and drive enterprise value creation. Why Join Us: You will have the opportunity to shape and grow a market-leading Office of the CFO consulting practice, partner directly with executive clients on high-impact transformations and influence the future direction of finance organizations across various industries.
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.
Private Client Advisor KeyCorpPrivate Client AdvisorSpringboro, OHCoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
NewRegistered Investment Advisor WealthBridge Financial GroupRegistered Investment AdvisorCincinnati, OHJoin 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.
College 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.
Private Wealth Advisor WealthBridge Financial GroupPrivate Wealth AdvisorMadeira, OH$125,000–$185,000Join 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.
Wealth Planning Advisor WealthBridge Financial GroupWealth Planning AdvisorSpringboro, OH$100,000–$150,000Join 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.
Wealth Advisor Waverly AdvisorsWealth AdvisorCincinnati, OhioCommunicates to Waverly Client Service Associates and Investment Analysts to perform actions related to client accounts, money movements, and trading, including utilization of Waverly’s CRM to input related tasks. Builds a strong 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.
Academic Advisor Indiana Wesleyan UniversityAcademic AdvisorCincinnati, OHServices provided include: academic advising, planning and scheduling out courses to degree completion, acting as a student advocate; assisting students with all academic needs related to completing their degree, and developing means of communication and support to students. Summary of Position: Provides Academic Advising and other student support services for online and onsite National & Global students as they pursue various degree and certificate programs.
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.
Wealth Management Advisor II Fifth Third BancorpWealth Management Advisor IICincinnati, OHThe 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.
Wealth Management Advisor U.S. BancorpWealth 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.
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.
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.
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.
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.
Financial Center Manager II (Edgewood) First Financial Bank NAFinancial Center Manager II (Edgewood)Edgewood, KYThe FCM will be responsible for building, developing, and leading a team that is focused on providing clients with an exceptional client experience and deepening relationships through service and client service follow up. Open deposit accounts, accept and key loan applications, close loans, and assist, coach, and lead the branch team's execution of growing accounts; loans and deposits, both consumer and business.
Senior Philanthropic Advisor U.S. BancorpSenior Philanthropic AdvisorCincinnati, OH$134,280–$164,120 / 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. Professional designation that may include, but is not limited to: JD, MBA, CPA, CTFA, CFP, Chartered Advisor in Philanthropy (CAP), Certified 2164 Trainer, and/or Graduate of National Trust School Program.
Private Bank Wealth Advisor III Huntington National BankPrivate Bank Wealth Advisor IIICincinnati, OhioAt 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. 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 National BankPrivate Bank Wealth Advisor IICincinnati, OhioAt 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. 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.
Team Lead, Commercial Loan Client Service Advisors Fifth Third BankTeam Lead, Commercial Loan Client Service AdvisorsCincinnati, OH$71,100–$145,900 / yearThe Team Lead, Commercial Loan Servicing leads and manages a team of Commercial Loan Servicing Advisors responsible for post-closing servicing, loan maintenance, and borrower support across the Commercial portfolio. 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.
Style Advisor - Kenwood Towne Centre AritziaStyle Advisor - Kenwood Towne CentreKenwood, 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.
Service Advisor - Kenwood Towne Centre AritziaService Advisor - Kenwood Towne CentreKenwood, 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.
Senior Philanthropic Advisor U.S. BankSenior Philanthropic AdvisorCincinnati, Ohio$134,280–$164,120 / yearBasic Qualifications - Bachelor’s degree, or equivalent work experience- 10 or more years of functional experience (recent consulting, accounting or legal experience with a major law or accounting firm or corporate fiduciary or nonprofit organization)- Professional designation that may include, but is not limited to: JD, MBA, CPA, CTFA, CFP, Chartered Advisor in Philanthropy (CAP), Impact Philanthropy Advisor (IPA) and Certified Specialist in Planned Giving (CSPG) Certified 2164 Trainer, and/or Graduate of National Trust School Program. Preferred Skills/Experience - Broad knowledge of the philanthropic, fiduciary, tax, and estate planning disciplines- Experience drafting or reviewing charitable, estate, business or other planning documents for clients with net worth exceeding $10 million- Well-developed communication skills- Strong analytical and problem-solving skills- Deep tact, diplomacy and people skills.
Investment Advisor III The PNC Financial Services Group IncInvestment Advisor IIICincinnati, OH$112,000–$208,000 / yearPNC 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.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerCincinnati, OH$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Financial Services Tax - Real Estate Director PwCFinancial Services Tax - Real Estate DirectorCincinnati, OH$150,000–$438,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Global Structuring Insurance / Financial Services - Manager PwCGlobal Structuring Insurance / Financial Services - ManagerCincinnati, OH$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
Divisional CFO Deanna Nesbit & Associates, Inc., LLCDivisional CFOCincinnati, OhioLeveraging strong analytical insight, ERP optimization experience, and deep knowledge of KPI management, you will guide the organization through continuously evolving business conditions in the food services sector. Monitor and report on essential KPIs, including COGS, labor cost %, waste/shrinkage, cashflow, working‑capital metrics, and profitability measures.
NewChief Financial Officer Perfection GroupChief Financial OfficerCincinnati, OhioWe are looking for a business partner who can translate financial information into clear direction, strengthen the processes supporting our operations, optimize cash, and help our leadership team make thoughtful decisions about growth and investment. If you are a financial leader who enjoys building, improving, and partnering with operations—and you want to make a meaningful impact in a successful, growing organization—we would like to hear from you.
Wealth Advisor II First Financial Bank NAWealth Advisor IICovington, KY$74,000–$100,000 / yearFive (5) years of successful investment and/or portfolio management experience; experience working with clients with investment management and financial planning needs of medium complexity Relationship management experience with clients is required Knowledge of investment solutions, risk management, asset allocation and program design Demonstrated knowledge and use of financial planning software Preferred Knowledge and Skills Business development experience is a plus Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients Experience in banking or financial services is preferred Bachelor's degree in Business or other related field of study CFA/CFP is preferred Demonstrated commitment to professional development Demonstrated knowledge of industry practices and regulations. Communicates updates to FFB portfolio strategies to clients and prospects • Utilization of financial planning to drive client retention and acquisition • Serves on the FFB Investment Committee as client advocate and strategy consultant • Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines.