127 Results for

Financial Consultant Jobs in Ohio

Jobs

New!

Blue Ash, OH4 days ago

$80,000–$95,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

Columbus, OH8 days ago

$38–$40 Per Hour

By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. The position requires sustained focus, accurate data handling, and the ability to manage repetitive review tasks while maintaining quality and consistency.

New!

Cleveland, OH4 days ago

Our client, a well-established wealth management firm serving high-net-worth individuals and families, is seeking a Servicing Financial Advisor to join their growing advisory team. This role is focused on maintaining and deepening relationships with existing clients, helping them understand and implement their financial plans while identifying opportunities to expand the relationship.

New!

Cleveland, OHToday

$110,000–$120,000 Per Year

Additionally, the Pricing Consultant plays a key role in the support of business leaders by providing analysis and context on proposed deals resulting in great exposure to our Senior Vice Presidents and Executive Committee. This position is responsible for reviewing and coordinating pricing to new and existing clients within TTEC’s BPO segments with a primary focus on advising Sales, Finance and Operational leadership on details related to engagement pricing.

Cleveland, OH26 days ago

$121,000–$173,000

Provide business risk consulting services to current and potential FM clients; this includes regularly meeting and presenting to senior client management to develop a sound understanding of the client’s business model, critical processes and profit drivers – with a view to analyzing and mitigating the risks faced by these aspects of client operations. The core objective of Business Risk Consulting (BRC) is to enhance FM relationships with clients, improving client senior and executive management’s awareness of the resilience of key business drivers through a quantitative analysis, ultimately increasing client retention and gaining new business.

Cleveland, OH30+ days ago

Remote

$112,500–$112,500

Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events. Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation.

Cincinnati, OH30+ days ago

Full-time

Lead and direct the following phases of system life cycle: Gather business requirements through business process workshops, Analysis, design, configure and development solutions for Oracle Financial applications, Conference Room Pilots (CRP) and User Acceptance Testing, Go-Live preparation and cut-over support, Post-production support. Using in-depth knowledge of the Oracle Financials Applications, as well as industry best practice expertise, consults with clients to provide cost effective solutions to client business scenarios.

Twinsburg, OH29 days ago

Key objectives include: Enhance financial effectiveness by analyzing current practices, identifying gaps, and implementing best-in-class financial strategies tailored to the unique needs of post-acute care providers. Through these objectives, the Financial Consultant aims to empower post-acute care organizations to thrive in a complex healthcare landscape, leveraging expertise to achieve measurable improvements in financial performance and operational quality.

Akron, OH30+ days ago

Remote

In general, the Consultant will perform the following job responsibilities in addition to others as required for each engagement: Support budgeting, forecasting, and long-term planning processes ensuring accuracy, compliance, and timely deliverables. The primary responsibilities of this role include coordinating FP\&A activities within a client's organization; working with stakeholders to understand and map their requirements; and defining areas of improvement.

Akron, OH30+ days ago

Remote

In general, the Senior Consultant will perform the following job responsibilities in addition to others as required for each engagement: Lead budgeting, forecasting, and long-term planning processes ensuring accuracy, compliance, and timely deliverables. The Senior Consultant will work with diverse clients ranging from regional utilities to large Fortune 500 energy enterprises to design and deliver strategic FP\&A solutions.

Cincinnati, OH30+ days ago

Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan. Remains visible to the appropriate segments of the public to meet and to retain potential clients, including conducting client workshops and seminars on various topics.

Springfield, OH30+ days ago

Full-time

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Upper Arlington, OH30+ days ago

$61,000–$119,000 Per Year

Northwestern 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. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis.

Westlake, Ohio30+ days ago

$50,000–$120,000

Of course, investment management is a cornerstone of the work we do--and we’re proud of our approach to how we build portfolios for our clients - but we recognize that this is just one tenet of the true range of advice that is meaningful to growing one’s wealth. The advisor development programs touted by the big box firms consist of a gray-haired advisor that beats his chest for an hour or two and then tells the new recruits where their phone and desk is.

Dayton, Ohio13 days ago

$61,000–$250,000 Per Year

Northwestern 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.

Independence, OH15 days ago

$100,000–$150,000

We are seeking a Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our existing clients. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership.

Columbus, OH30+ days ago

Full-time

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.

Independence, OH15 days ago

$90,000–$110,000

We are seeking an Associate Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our existing clients. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership.

Columbus, OH30+ days ago

$109,250–$172,500 Per Year

The Practice Management Consultant (PMC) supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice. You will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help regions and divisions achieve strong business results.

New!

Cincinnati, OH2 days ago

Remote

$150,000–$200,000

You won’t be learning theory—you’ll be working directly with buyers, live deal flow, and an experienced M&A team to structure and close acquisitions of cash-flowing businesses. Instead of building relationships, deal flow, and infrastructure from scratch, you plug into an existing system designed to execute acquisitions at scale.

Columbus, OH25 days ago

$40–$41 Per Hour
Contractor

Must have strong understanding of full-funnel marketing and digital journeys Must have experience working in cross-functional environments (marketing, UX, product, analytics) Proven experience leading SEO and content discoverability initiatives, including keyword strategy, on-page optimization, internal linking, and content structuring. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners.

Columbus, Ohio12 days ago

Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.

Powell, OH30+ days ago

$55,000–$65,000

End-to-end bookkeeping for multiple clients using QuickBooks (Desktop and Online), Timeslips, and other accounting tools to streamline client workflows. We're looking for an Accounting Consultant who cares as much about people as precision and who's ready to build trusted client relationships while making a real impact.

Columbus, OH30+ days ago

Responsible for the day-to-day equity awards, compliance with internal policies and external regulations, employee communications, and coordination with key internal and external partners (including Finance, Legal, Payroll, HR and our equity platform provider. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people.

Cincinnati, OH30+ days ago

$198,000–$273,000 Per Year

The Solutions Consultant is the evolution of the traditional Sales Engineering role, aligning how we best serve our customers in understanding their environment, providing solution guidance and ensuring value realization in their investment with Palo Alto Networks. + Demonstrating strong communication skills, influencing through effective presentations and customer-specific demos, and conducts technical engagements and workshops that are clear and impactful, simplifying complex ideas for various audiences.

Columbus, OH11 days ago

$100,000–$120,000 Per Year

The Accounting Manager Consultant will be responsible for overseeing day-to-day accounting operations, ensuring accurate financial reporting, and supporting business decision-making. To be successful in this role, you should have a solid understanding of Generally Accepted Accounting Principles (GAAP), strong attention to detail, and the ability to streamline processes and improve efficiencies.

Columbus, OH21 days ago

The Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial goals and objectives from face-to-face financial analysis and identifying appropriate insurance and securities products to meet Members goals and objectives. Cultivates strong working relationships and build trust among Credit Union Staff and Members along with other key local people in the Credit Union movement, attend/participate in staff meetings and other Credit Union staff functions.

Columbus, OH30+ days ago

Remote

$94,900–$130,500 Per Year

To ensure Home or Hybrid Home/Office employees’ ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria: + At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is recommended; wireless, wired cable or DSL connection is suggested. This role will collaborate closely with CenterWell leadership and senior leaders across our Primary Care, Home, and Pharmacy businesses to advance delivery of personalized and integrated care that improves experience, quality, and outcomes while addressing some of the segments’ most important opportunities and challenges.

Parma Heights, OH30+ days ago

Full-time

Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.

Cincinnati, OH30+ days ago

$119,765–$140,900 Per Year

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. You will actively support accountability and collaboration across teams, applying advanced consulting skills to drive outcomes and deliver measurable business impact.

Decorah, IA30+ days ago

$24–$28 Per Hour

Nursing Assistants may be called upon to help residents with personal hygiene, including assistance with dressing, grooming, going to the bathroom, feeding and the giving of baths/showers. Great Wage: We know how hard it is working in Senior Care and we want you to be compensated for your hard work.

Decorah, IA30+ days ago

$49–$53 Per Hour

The Staff Nurse must possess a comprehensive knowledge of general nursing, theory and practice, including basic knowledge related to nursing such as drugs, biological, physical, social, and medical sciences and their application for a better understanding of resident-care problems. Great Wage: We know how hard it is working in Senior Care and we want you to be compensated for your hard work.

Cincinnati, OH30+ days ago

Full-time

This role focuses on providing strategic guidance and operational support to franchisees, ensuring they have the tools and knowledge to succeed in a rapidly growing consumer services brand. The Franchise Business Consultant (FBC) serves as a vital liaison between the franchisor and franchisees, helping to drive operational excellence, revenue growth, and brand consistency.

Columbus, OH14 days ago

Ahola, a third-generation family-owned business, brings more than 55 years of expertise in payroll, tax, and HR services, having supported over 10,000 small businesses nationwide. Your primary responsibility is to cultivate and maintain positive relationships with prospective and existing clients, including accountants, CPAs, bankers, and financial professionals.

Willoughby, OH30+ days ago

Full-time

As a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance and retirement to provide holistic and complete advisory to our clients. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients.

Columbus, OH30+ days ago

$25.48–$60.63 Per Hour

Picture yourself building a successful career at Oracle NetSuite—working alongside hardworking, dedicated, innovative, and driven people; staying invested in our customers and communities; and helping fast‑growing mid-sized organizations and large enterprises achieve their business goals. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle’s differing products, industries and lines of business.

Ashtabula, OH30+ days ago

$20–$24.38 Per Hour

Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. 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.

New!

Columbus, OH6 days ago

Serves as the subject matter expert in the development of sourcing strategy associated with the procurement of labor, services, materials, and equipment needs supporting public utility power generation business unit functions. Minimum Requirements: Bachelor’s degree in business, accounting, finance, supply chain, or other related field; OR 6 years of relevant work experience in the utility, manufacturing, or construction industry is preferred.

Willoughby, OH30+ days ago

Full-time

The role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients.

Columbus, OH30+ days ago

Full-time

These include acting as a resource for prospecting new business opportunities, establishing and managing client relationships, educating clients about our products, and identifying top advisors through calling efforts, mail/e-mail campaigns, and referrals. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Columbus, OH30+ days ago

$35–$40 Per Hour
Contractor

Key Requirements and Technology Experience: Must have skills: - Typically, eight to ten years of progressively more responsible human resources management, including corporate recruiting program. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners.

Cleveland, OH30+ days ago

As a Hedge Fund Sales Consultant Summer Intern, you will work on one of our multi-strategy teams, with a focus on learning our various coverage spaces, developing relationships with clients and prospects, and identifying key trends within our research and various sales processes. Our clients (Hedge Funds, Mutual Funds, Branded manufacturers, and Food manufacturers) find value from getting in front of key trends that lead to money making stock calls, and better strategic and financial decisions.

Dublin, OH10 days ago

$75,000–$150,000 Per Year

Skylight 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.

Columbus, OH30+ days ago

$77,500–$135,000 Per Year
Full-time

You will be involved in managing social media activity, supporting marketing initiatives, and assisting with administrative and financial coordination related to advertising operations. Training and ongoing support will be provided, making this position suitable for candidates with transferable skills or non-traditional backgrounds.

New!

Zanesville, OH1 day ago

In order to fill our Mission of serving our community by helping each person achieve optimal health and well-being by providing compassionate, exceptional, and affordable healthcare services, all employees of Genesis HealthCare System must becommitted to living the Genesis Mission and Genesis values of Compassion, Excellence, Integrity, Team, and Innovation. Overview of Position: Acts as part of a multidisciplinary team including Genesis Financial and Reimbursement Services, providers, payers, and discharge planners to ensure the patient's progress across the continuum is efficient, with quality patient care, while promoting cost effective resource utilization.

Dayton, OH20 days ago

Full-time

Key responsibilities include supporting audit response efforts, developing and reviewing assertion packages, evaluating internal controls, and ensuring alignment with FIAR guidance and federal financial management requirements. The selected candidate will apply technical expertise to execute audit remediation activities, support business process improvements, and contribute to the preparation and validation of financial statement audit artifacts.

Dayton, OH8 days ago

Full-time

Lynch Consultants is seeking an IT Financial Systems Analyst to support the Department of the Air Force (DAF) in the National Capital Region on a Financial Improvement and Audit Remediation (FIAR) effort focused on financial data automation, advanced analytics, and AI-enabled mission support. The selected candidate will support efforts related to IT system control documentation, ERP modernization and migration activities, FISCAM-aligned assessments, RMF sustainment, audit readiness, corrective action tracking, and financial systems compliance.

New!

Columbus, OH5 days ago

The consultant will provide leadership in functional design, collection process configurations, SAP configuration with BRF Framework, implementation, testing, integration with Payment processing vendor, and optimization of SAP financial and payment solutions to support utility customer billing, receivables, payment processing, treasury operations, compliance, and enterprise financial integration. This strategic role is essential to the success of the enterprise utility's customer modernization initiative and requires deep expertise in SAP FICA, integrations with SAP FICO, and utility financial operations around customer payments, customer assistance programs and collections.

Miamisburg, OH21 days ago

Responsibilities and Primary Activities: · Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office. · Handles incoming telephone calls to screen solicitors and connect clients with their respective advisors.

New Albany, OH30+ days ago

$87,000–$109,000 Per Year

Serves as the subject matter expert for assigned categories of large or complex spend, custom requirements, or that support emerging or evolving programs or needs across or within the business units. Individual shall have the skills to effectively engage business unit leadership and Supply Chain Procurement and Fleet Operations (SCPFO) leadership to accomplish procurement goals.

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Financial Consultant Jobs in Ohio

Jobs

Sr Accounting Consultant (Salaried)Vaco LLC

HR ConsultantPyramid Consulting, Inc

Servicing Financial AdvisorTrue North Consultants, Inc.

Pricing ConsultantTTEC

Business Risk ConsultantFM

Financial ConsultantVeeRteq Solutions Inc.

Oracle ERP Cloud Financial ConsultantTerillium, Inc.

Financial ConsultantRichter

Consultant Financial Planning & AnalysisPyrovio

Senior Consultant – Financial Planning and AnalysisPyrovio

Licensed Financial Advisor (Priority Financial Group)TruPartner Credit Union

Personal Financial Counselor; Springfield, OHMagellan Health Services, Inc.

Financial AdvisorTimothy Walk

Financial Advisor/Wealth Management AssociateKinetic Wealth Investment Advisors LLC

Financial AdvisorNorthwestern Mutual

Financial AdvisorRIA Recruiting

J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Columbus, OHJPMorgan Chase Bank, N.A.

Associate Financial AdvisorRIA Recruiting

J.P. Morgan Wealth Management - Vice President - Practice Management ConsultantJPMorgan Chase

Acquisition ConsultantAcquisition Network

Consultant Marketing ManagementPyramid, Inc

Fractional CFOB2Bcfo

Accounting ConsultantGO-HR

Equity Plan ConsultantCBRE

Solutions Consultant 2Palo Alto Networks

Accounting Manager ConsultantNOW CFO

Financial AdvisorKEMBA Financial Credit Union

CenterWell Strategy & Operations Senior ConsultantHumana

Branch Banking - Client Consultant II - FloatFlagstar Bank, N.A.

Technology Business ConsultantU.S. Bank

Long Term Care/Skilled Facility CNATotality Staffing & Consulting Services

Long Term Care/Skilled Facility RNTotality Staffing & Consulting Services

Franchise Business Consultant - FranchisorLeap Brands

HCM Consultant - Columbus MarketAhola

Financial AdvisorHantz Group

NetSuite Senior Consultant — Software VerticalOracle

Client Relationship Consultant 3/(Banker) - Ashtabula, OHU.S. Bank

SCPFO Procurement ConsultantManifest Solutions

Financial Planning AssistantHantz Group

Asset Management - Financial Advisor Services - AnalystJPMorgan Chase Bank, N.A.

Consultant RecruiterPyramid, Inc

Hedge Fund Sales Consultant Intern - Summer 2027Cleveland Research Company

Financial AdvisorSkylight Financial Group

Marketing ConsultantBC Forward

Utilization Management ConsultantGenesis HealthCare System (ohio)

Financial Management & Audit Readiness AnalystLynch Consultants, LLC

IT Financial Systems AnalystLynch Consultants, LLC

Senior SAP FICA & Payments Functional ConsultantDiversified Technology, Inc.

Client Relationship Manager Voya Financial AdvisorsVoya Financial Advisors

Procurement Consultant-ContractsAmerican Electric Power

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