Senior 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.
Tax Professional/Wealth Advisor JobotTax Professional/Wealth AdvisorAnderson Township, OH$85,000–$120,000 / yearTax Strategy: Lead proactive tax planning efforts, ensuring tax-efficient solutions are seamlessly woven into clients' overall wealth plans (e.g., tax-loss harvesting, Roth conversions, charitable giving strategies). Information 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.
NewTax Expert - Expert Center (Midwest) IntuitTax Expert - Expert Center (Midwest)Cincinnati, OH$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
NewTax Expert - Local IntuitTax Expert - LocalCincinnati, OH$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
NewTax Expert - Local Tax Office IntuitTax Expert - Local Tax OfficeCincinnati, OH$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
NewTax Expert - Local Branch IntuitTax Expert - Local BranchMilford, OH$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
NewTax Expert - On-Site IntuitTax Expert - On-SiteMilford, OH$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
Weekday Retail Marketer LeafHomeWeekday Retail MarketerMason, OH$18–$30 / hourThe Retail Marketer will attend pre-scheduled shifts in retail stores and generate leads for the local office through ongoing interaction with potential customers. LeafFilter Gutter Protection, a rapidly growing home improvement company is seeking P art-time Retail Marketers .
Retail Marketer LeafHomeRetail MarketerMiddletown, OH$18–$30 / hourThe Retail Marketer will attend pre-scheduled shifts in retail stores and generate leads for the local office through ongoing interaction with potential customers. LeafFilter Gutter Protection, a rapidly growing home improvement company is seeking P art-time Retail Marketers .
Event Marketer LeafHomeEvent MarketerCincinnati, OH$18 / hourOur award-winning products offerings include LeafFilter Gutter Protection , Leaf Home Stair Lift, Leaf Home Water Solutions, and Leaf Home Bath which all provide ample opportunity to be part of a winning team. We are seeking outgoing, energetic individuals to join the best event marketing team in North America as a part-time Event Marketer at trade shows, fairs, festivals, and events throughout the area.
Director, Financial Planning & Analysis TOCA Football IncDirector, Financial Planning & AnalysisCincinnati, OHThis role leads financial modeling, forecasting, investment analysis, and executive reporting while partnering closely with the CFO and senior leadership team to support financing activities, operational planning, acquisitions, and long-term growth strategy. Position Overview: The Director, Financial Planning & Analysis plays a critical role in supporting TOCAs financial planning, strategic decision-making, and growth initiatives across both TOCA Soccer and TOCA Social.
Sales Planning & Operations Manager - Sales Methodology Paychex IncSales Planning & Operations Manager - Sales MethodologyCincinnati, OH$83,400–$131,000 / yearCoordinates a collaborative functional matrix team of internal sales support and internal corporate partners to execute on Divisional key sales initiatives and strategies. 3 years of experience in Management/sales with a thorough knowledge of Sales and expert knowledge of Human Capital Management of Human Resource Outsourcing offerings.
Financial Planning & Analysis (FP&A) Manager Marmon Holdings IncFinancial Planning & Analysis (FP&A) ManagerHarrison, OHWHO WE ARE: Powerex designs and builds oil free compressed air and vacuum systems used in environments where performance matters most, from hospitals and laboratories to transit systems, and advanced manufacturing operations. Come join Powerex, an industry leading provider of oil free compressed air and vacuum technology, where engineering excellence, innovation, and customer impact drive everything we do.
Financial Planning & Analysis Analyst trak groupFinancial Planning & Analysis AnalystCincinnati, OHThis is not simply an Excel-based financial analyst positionthe successful candidate should be comfortable working directly with data, building dashboards, and creating scalable reporting solutions. Advanced Microsoft Excel skills, including financial modeling, complex/nested formulas, pivot tables, and advanced data analysis.
NewIntern, Financial Planning - Cincinnati MarinerIntern, Financial Planning - CincinnatiCincinnati, OhioThe Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information.
Financial Planning & Analysis (FP&A) Manager Marmon HoldingsFinancial Planning & Analysis (FP&A) ManagerHarrison, OhioPowerex designs and builds oil free compressed air and vacuum systems used in environments where performance matters most, from hospitals and laboratories to transit systems, and advanced manufacturing operations. Come join Powerex, an industry leading provider of oil free compressed air and vacuum technology, where engineering excellence, innovation, and customer impact drive everything we do.
US E ES - Lead Data Scientist GenAI, Financial Planning & Analysis - Strategic Analytics Deloitte Touche Tohmatsu LtdUS E ES - Lead Data Scientist GenAI, Financial Planning & Analysis - Strategic AnalyticsCincinnati, OH$102,500–$188,900 / yearThe team combines cloud computing, data science, artificial intelligence, strategic problem-solving, and institutional knowledge to deliver insights that inform critical business decisions and support the firm's growth. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
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.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistCincinnati, OHRemote$140,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistCincinnati, OHRemote$140,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.