NewSr Accounting Consultant (Salaried) Vaco LLCSr Accounting Consultant (Salaried)Blue Ash, OH$80,000–$95,000Determining 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.
Workday Test Lead / Workday Testing Consultant (Payroll, Benefits, Compensation) Pinnacle Technical ResourcesWorkday Test Lead / Workday Testing Consultant (Payroll, Benefits, Compensation)Cincinnati, Ohio$80–$85 / hourContractorHands-On Test Execution: Execute end-to-end functional, regression, and integration testing across Workday modules, including Core HCM, Benefits, Absence Management, Time Tracking, Payroll-related interfaces, Security, and Business Process (BP) changes. The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment.
Financial Consultant Senior Elevance HealthFinancial Consultant SeniorRichmond, OhioWe are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance.
Financial Consultant Senior Elevance Health IncFinancial Consultant SeniorMason, OH$85,280–$127,920 / yearWe are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance.
Financial Consultant RichterFinancial ConsultantTwinsburg, OHFull timeKey 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.
Financial Consultant - Finance Systems, Services & Automation Elevance Health IncFinancial Consultant - Finance Systems, Services & AutomationMason, OHMinimum Requirements: Requires a BA/BS in accounting or finance and a minimum of 3 years experience in general accounting, finance, or budget and planning; or any combination of education and experience, which would provide an equivalent background. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Financial Consultant Manager Elevance Health IncFinancial Consultant ManagerMason, OHHow You Will Make an Impact: Leads risk adjustment and revenue initiatives aimed at improving business processes and, in some areas, developing innovative financial system solutions to reduce manual and repetitive work. Has end to end ownership/management of Medicaid Risk Adjustment business processes and works across multiple Medicaid markets to drive holistic and consistent solutions.
VP, Financial Consultant Cincinnati, OH The Charles Schwab CorpVP, Financial Consultant Cincinnati, OHCincinnati, OHOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
FINANCIAL CONSULTANT Manning & Napier, Inc.FINANCIAL CONSULTANTOH$75,000–$150,000 / yearBachelor's degree or higher 5+ years' relevant experience Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation Experience with Salesforce.com, • Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events.
Aviation Financial Consultant SidaraAviation Financial ConsultantCincinnati, OhioServing airports and other aviation clients for more than 70 years across all seven continents, our aviation consulting practice includes both planning and development services that span activation planning, airfield and airspace, business and finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. This is an opportunity for a financially minded professional who enjoys solving complex problems, building sophisticated analytical models, and working directly with airport and aviation industry leaders on high-impact projects.
NewFinancial Consultant WealthBridge Financial GroupFinancial ConsultantSalt Creek, CO$100,000–$175,000Join 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.
Aviation Financial Consultant T.Y. Lin International Group LtdAviation Financial ConsultantCincinnati, OHServing airports and other aviation clients for more than 70 years across all seven continents, our aviation consulting practice includes both planning and development services that span activation planning, airfield and airspace, business and finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. This is an opportunity for a financially minded professional who enjoys solving complex problems, building sophisticated analytical models, and working directly with airport and aviation industry leaders on high-impact projects.
Financial Consultant - Columbus, OH FidelityFinancial Consultant - Columbus, OHColumbus, OhioRemoteSales 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. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Financial Consultant - Fairlawn, OH FidelityFinancial Consultant - Fairlawn, OHFairlawn, OhioRemoteSales 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. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Benefits & Financial Consultant Alliant Insurance Services, Inc.Benefits & Financial ConsultantColumbus, OHSells renewal business to existing clients and where applicable, sells additional lines of coverage. Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities.
Telephone Financial Consultant S&T BankTelephone Financial ConsultantOH$15–$27.76 / hourAnswers incoming customer service calls to include but are not limited to: Inquiries regarding deposit and loan accounts Account maintenance requests, including but are not limited to: change of address, check ordering, related/unrelated account transfers, and stop payments Responsible for closing debit cards, ordering new debit cards, raising and lowering debit card limits, adding travel notes, removing fraud exclusion, and removing VAU Online banking and mobile banking inquiries, including but are not limited to: enrolling new users, registering computers, unlocking accounts, online statements, and BillPay issues as well as assistance with BillPay limit increases. Duties and Responsibilities: Assumes responsibility for ensuring the satisfactory handling of internal or customer related telephone inquiries or service-related problems by performing the following functions: Promptly responding to customer/internal inquiries in a courteous and professional manner to ensure complete customer satisfaction.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesCleveland, OHRemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Senior Consultant, Financial Consulting MarshBerrySenior Consultant, Financial ConsultingWoodmere, OhioThis primarily consists of working with our clients’ leadership to understand their business goals and identify MarshBerry services to help meet those goals including, but not limited to strategic planning, perpetuation planning, sales or talent advisory. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships.
Financial Management Transformation Consultant (Department of War) Guidehouse IncFinancial Management Transformation Consultant (Department of War)Dayton, OH$113,000–$188,000 / yearRequirements: • Bachelor's degree in Finance, Accounting, Business Analytics, Information Systems, or related field • FOUR (4) years of more in financial management consulting or related roles, with demonstrated expertise in finance and accounting operations and transformation initiatives • Hands-on experience with data analytics, automation, and AI tools applied to financial management use cases • Strong leadership, communication, and project management capabilities; ability to synthesize complex information and deliver high-impact solutions in fast-paced environments. What Would Be Nice To Have: • An ACTIVE and MAINTAINED "SECRET" Federal or DoD security clearance • Advanced degree • Certifications in Agile, Scrum, or Project Management (PMP, CSM, SAFe) • Experience with Python, R, SQL for data analysis and visualization tools (Tableau, Power BI, Qlik) • Background in change management or organizational design within financial environments.
Financial Sales Consultant($100k+, Training provided) NexeraFinancial Sales Consultant($100k+, Training provided)Columbus, OHRemote$4,001–$6,300If you have worked in any of the following, you already have what it takes: Backgrounds that convert fast in this role Real estate sales Mortgage / lending Auto sales Telecom / wireless sales B2B / SaaS sales Timeshare / vacation sales Solar / home services Any commission-based role What you will be doing. Experienced reps typically hit $80,000 to $120,000 in year one — faster ramp than new agents due to existing sales skills.
Financial Management Consultant Arcadis NVFinancial Management ConsultantColumbus, OH$83,000–$125,000 / yearProvide expertise and leadership, utilizing experience with development of financial and rate models, financial studies, valuation or government regionalization / consolidation assignments, to plan and develop solutions for our clients. This position will require a professional with financial and/or accounting expertise to lead, manage, and grow a variety of financial services engagements in the Utilities Industry, primarily the Municipal Water and Wastewater market.
Federal Financial Management Consultant (All Levels) - Dayton, OH Silverthorne Advisory Group LLCFederal Financial Management Consultant (All Levels) - Dayton, OHWright-Patterson AFB, OHAsset Reporting & Valuation: Analyze and sustain financial management assertions (accuracy, valuation, existence, completeness, rights/obligations) for assets including Fund Balance with Treasury (FBwT), General Property, Plant, and Equipment (GPP&E), and Inventory. This includes conducting annual risk-based scoping, performing Test of Design (TOD) and Test of Operating Effectiveness (TOE), and developing Process Cycle Memorandums (PCM) and Control Evaluation Matrices (CEM).
Federal Financial Management Consultant (All Levels) - Dayton, OH Silverthorne Advisory GroupFederal Financial Management Consultant (All Levels) - Dayton, OHWright-Patterson AFB, OhioAsset Reporting & Valuation: Analyze and sustain financial management assertions (accuracy, valuation, existence, completeness, rights/obligations) for assets including Fund Balance with Treasury (FBwT), General Property, Plant, and Equipment (GPP&E), and Inventory. SMALL TEAM, BIG RESULTS People come to Silverthorne when they are ready to do things differently—to start just by listening, to put clients first, and to sweat the details, because the little stuff really is big stuff.
Encore Financial Reporting Controllership Senior Consultant Deloitte Touche Tohmatsu LtdEncore Financial Reporting Controllership Senior ConsultantOH$116,200–$229,100 / yearRecruiting for this role ends on 05/31/27.Work you'll doAs a Senior Consultant, Strategy, Growth & Transformation on the Finance Transformation Record to Report team, you will be responsible for… Assessing current-state controllership processes, identifying gaps, and defining target-state opportunities Developing transformation roadmaps and solution hypotheses across people, process, technology, and governance Applying accounting, regulatory, and compliance requirements to finance transformation initiatives Designing improvements across finance data, cost transparency, financial close and consolidation, and reporting processes Managing day-to-day client delivery, supporting engagement planning, and contributing to proposals and recruiting efforts A successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to provide clear guidance to others The teamOur Controllership and Treasury Transformation offering modernizes the finance function to align with the evolving business objectives of organizations. QualificationsRequired: 4+ years of experience in accounting, finance transformation, financial planning and analysis, or cost accounting Bachelor's degree in Finance, Accounting, Information Technology, Risk Management, or Economics One or more of the following: Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Cost Accountant (CCA), Certified Management Accountant (CMA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), or progress toward one of these credentials Experience with automation tools, including Alteryx workflows or Microsoft 365 Copilot Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
Financial Risk Senior Consultant Deloitte Touche Tohmatsu LtdFinancial Risk Senior ConsultantOH$110,700–$218,300 / yearExpertise in one or more Financial Risk domains: Credit Risk: Underwriting and portfolio credit risk across products (e.g., PD/LGD/EAD modeling support, credit policy/scorecards, risk rating systems, credit review/QA, allowance/CECL support, concentration/limit monitoring, early warning & remediation). Capital Management / Stress Testing: Capital planning and enterprise stress testing execution (e.g., scenario design support, model methodology governance, results aggregation, capital actions analysis, documentation and control testing, linkage to balance sheet and risk appetite, climate stress testing considerations).
Financial Planning & Budgeting Consultant (hybrid) Grange InsuranceFinancial Planning & Budgeting Consultant (hybrid)Columbus, OHThese voluntary groups are open to all associates and have formed to celebrate similarities of ethnicity/race, nationality, generation, gender identity, and sexual orientation and include Multicultural Professional Network, Pride Partnership & Allies, Womens Group, and Young Professionals. Summary: This role is a key member of the FP&A team responsible for providing insight into operational and financial business performance for company leadership through analysis of results verses budget, forecast and historical performance.
Oracle Financial Accounting Hub Consultant Accenture PlcOracle Financial Accounting Hub ConsultantCincinnati, OHLead, coach, and advise a small project team (depending upon the structure of a project) to design, set-up, test, and deploy Oracle Financial Accounting Hub solutions and ensure that all the pieces work together in an integrated environment; understand and apply Oracle methodologies. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services-all powered by the world's largest network of Advanced Technology and Intelligent Operations centers.
Sales Transformation Consultant - Manager Financial Services Accenture PlcSales Transformation Consultant - Manager Financial ServicesCincinnati, OHDeliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables. Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
Financial Advisor Manning & NapierFinancial AdvisorOhioDiscuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals.
Financial Professional - OH, Cincinnati (5130) Equitable Financial Life Insurance CompanyFinancial Professional - OH, Cincinnati (5130)Cincinnati, OHOur Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve. Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.
Financial Advisor RIA RecruitingFinancial AdvisorIndependence, OH$125,000–$175,000We 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.
Associate Financial Advisor RIA RecruitingAssociate Financial AdvisorIndependence, OH$90,000–$110,000We 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.
Personal Financial Counselor; Springfield, OH Magellan Health Services, Inc.Personal Financial Counselor; Springfield, OHSpringfield, OHFull timeServices 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.
Personal Financial Counselor; Mansfield, OH Magellan Health IncPersonal Financial Counselor; Mansfield, OHMansfield, OHServices 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.
Personal Financial Counselor; Wright Patterson AFB, OH Magellan Health IncPersonal Financial Counselor; Wright Patterson AFB, OHDayton, OHServices 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.
Personal Financial Counselor, Assignment Ready Counselor, PFC-Toledo, OH Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC-Toledo, OHToledo, OHServices 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.
NewPersonal Financial Counselor; Springfield, OH Magellan Health IncPersonal Financial Counselor; Springfield, OHSpringfield, OHServices 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.
Personal Financial Counselor; Youngstown, OH Magellan Health IncPersonal Financial Counselor; Youngstown, OHOHServices 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.
Personal Financial Counselor, PFC-Wright-Patterson Magellan Health IncPersonal Financial Counselor, PFC-Wright-PattersonDayton, OHServices 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.
Personal Financial Counselor; Assignment Ready Counselor- Ohio Magellan Health IncPersonal Financial Counselor; Assignment Ready Counselor- OhioDayton, OHServices 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.
Personal Financial Counselor; Cincinnati, OH Magellan Health IncPersonal Financial Counselor; Cincinnati, OHCincinnati, OHServices 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.
Internal Consultant (Wholesaler) Meeder Investment ManagementInternal Consultant (Wholesaler)Dublin, OhioHandle daily territory management tasks, including client prospecting, CRM management, servicing clients and expanding relationships by cross-selling appropriate products and/or services and serving as a point of contact for Meeder Funds, ensuring compliance with industry and legal regulations and best practices, and adherence to company processes and procedures. The successful candidate will have a working knowledge of the financial services industry and the existing processes to properly provide investment and practice management support to our advisor clients.
NewRevenue Cycle Management (RCM) Consultant - CarelonRx Elevance HealthRevenue Cycle Management (RCM) Consultant - CarelonRxRichmond, OhioAdvise leaders on automation opportunities across eligibility, authorization, claim edits, denial prevention, appeals, payment posting, underpayment detection, and work queue routing. Evaluate revenue cycle operations across teams and sites, identify structural improvement opportunities, and recommend reengineered workflows and operating models.
Investment Consultant, Relationship Manager Morgan StanleyInvestment Consultant, Relationship ManagerColumbus, OhioOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
Director Financial Management and Comptroller United States Air ForceDirector Financial Management and ComptrollerWright-Patterson AFB, OH$151,662–$209,600 / yearWork Experience: Provide the following information for paid and non-paid work experience related to the job for which you are applying: (Do not send job descriptions):- Starting and ending dates (month and year)- Job title (for government position, include civilian series and grade or military rank)- Employers name and address- Supervisors name and phone number, please indicate if we may contact your current supervisor- Salary (current). Tax Law Impact for PCS: On 22-Dec-2017, Public Law 115-97 - the "Tax Cuts and Jobs Act of 2017" suspended qualified moving expense deductions along with the exclusion for employer reimbursements and payments of moving expenses effective 01-Jan-2018 for tax years 2018 through 2025.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Pepper Pike, OH Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee (Centralized): Pepper Pike, OHOHThe Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Columbus, OH Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee (Centralized): Columbus, OHColumbus, OH$28.85–$33.65 / hourThe Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Revenue Cycle Management (RCM) Consultant - CarelonRx Elevance Health IncRevenue Cycle Management (RCM) Consultant - CarelonRxCincinnati, OHEvaluate revenue cycle operations across teams and sites, identify structural improvement opportunities, and recommend reengineered workflows and operating models. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Senior Trustee Consultant LPL Financial Holdings IncSenior Trustee ConsultantCleveland, OH$68,083–$113,403 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
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.