29 Results for

Investment Advisor Jobs in Evanston, OH

Jobs

Cincinnati, OH7 days ago

$150,000–$220,000 Per Year

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. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.

Cincinnati, Ohio26 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.

CINCINNATI, Ohio30+ days ago

Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Private Equity Product Line Functions: Processes all transactions relating to FWCP Funds, including capital calls, valuations and distributions from investments, capital calls and distributions to investors and direct investment transactions.

Cincinnati, OH30+ days ago

$150,000–$175,000
Full-time

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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

New!

Fairfield, OH6 days ago

$100,000–$125,000 Per Year

This is an opportunity to take your practice to the next level under our independent wealth management platform, benefiting from our resources, investment solutions, and operational support while maintaining autonomy in managing your client relationships. Manage and grow your own book of business under the Rik Saylor Financial umbrella, delivering high-touch financial planning and investment management services.

Cincinnati, OH13 days ago

$125,000–$200,000

Join 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.

Springboro, OH30+ days ago

$125,000–$185,000

Cincinnati, OH8 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.

CINCINNATI, Ohio18 days ago

Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Possesses and displays excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of grammar, diction and style.

Cincinnati, OH12 days ago

Full-time

We provide integrated wealth management, tax planning, and accounting services to help successful professionals and business owners achieve long-term financial success. The ideal candidate will possess a strong understanding of global financial markets, demonstrate sound analytical judgment, and operate with the highest level of professionalism, discipline, and integrity.

Cincinnati, OH14 days ago

We provide integrated wealth management, tax planning, and accounting services to help successful professionals and business owners achieve long-term financial success. Our collaborative approach allows team members to gain exposure beyond traditional tax work—offering insight into how tax strategy fits into comprehensive financial planning.

New!

Cincinnati, Ohio5 days ago

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. 7+ years in the securities industry; experience in supervisory control functions, account monitoring / surveillance, supervision, sales practices, and regulatory compliance highly desirable.

CINCINNATI, Ohio30+ days ago

Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Overview: The Director, Alternative Credit is responsible for building, implementing, and managing alternative credit investments as a member of Fort Washington Investment Advisors to support Western & Southern profitability and product competitiveness in a risk efficient manner.

CINCINNATI, Ohio30+ days ago

Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Oversees GIPS workflow and works closely with Marketing to produce and enhance generation of performance returns for marketing collateral, new client presentations, and requests for proposals, consultant questionnaires, etc.

CINCINNATI, Ohio30+ days ago

Leads firm-wide initiatives, including Annual SSAE-16 coordination and implementation, proxy voting process and committee meetings, billing and AUM for Institutional and Private Client Group business partners, including automating the processes, and quarterly operations audits. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously.

CINCINNATI, Ohio30+ days ago

Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Provides administrative assistance to the President & CEO, Chief Investment Officers (CIOs), and Chief Financial Officer (CFO) of FWIA, including preparing memos, presentations, meeting and conference room coordination.

West Chester, OH30+ days ago

Full-time

This position provides organization-wide financial leadership, advises the Township Administrator and Board of Trustees on fiscal policy and long-term financial planning, and ensures the Township’s financial resources are managed in alignment with strategic priorities, operational needs, and community expectations. The successful candidate will be expected to bring a broad organizational perspective and contribute meaningfully to discussions involving economic development, infrastructure investment, personnel planning, capital projects, technology, public safety funding, and long-term community priorities.

Cincinnati, OH30+ days ago

This senior level role is ideal for an experienced advisor who can build a repeatable, scalable family office framework, serve as a trusted relationship manager to complex, multigenerational families, and collaborate closely with Bartlett advisors to deliver fully integrated wealth management solutions. The role will help shape the next phase of Bartlett’s growth by enhancing how the firm serves families across generations, combining investments, governance, education, and coordination, while contributing to business development and long-term firm strategy.

Blue Ash, Ohio26 days ago

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. What We're Looking For: Greet visitors and callers, handle their inquiries, provide information to callers and/or visitors/guests, take messages, and transfer/direct them to the appropriate person(s) according to their needs; respond to inquiries; research questions; resolve problems.

Cincinnati, Ohio26 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Cincinnati, OH30+ days ago

Attend weekly Investment meetings, Acquiring and Retaining Clients meetings, Product Manager meetings, and other department or firm meetings in a learning capacity. The role offers the opportunity to work closely with financial planning and investment management professionals and learn more about both the internal and client-facing sides of the wealth management business.

Cincinnati, OH8 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.

Mason, OH29 days ago

With offerings including uniforms, mats, mops, towels, restroom supplies, workplace water services, first aid and safety products, eye-wash stations, safety training, fire extinguishers, sprinkler systems and alarm service, Cintas helps customers get Ready for the Workday®. Cintas Corporation helps more than one million businesses of all types and sizes get Ready™ to open their doors with confidence every day by providing products and services that help keep their customers’ facilities and employees clean, safe, and looking their best.

New!

Cincinnati, OH6 days ago

Collaborate with senior leadership and finance teams to establish salary budgets, determine increase percentages, and ensure compliance with market trends and legal requirements. Givaudan takes into consideration a wide range of factors that are utilized in making compensation decisions including, but not limited to, skill sets, experience and training, qualifications/certifications and education, and internal equity.

Cincinnati, Ohio30+ days ago

8 years of progressive, customer‑facing CPG experience (sales, account/customer or category management, shopper/consumer insights, trade funding, or analytics) with direct ownership of a major grocery retailer and experience calling on large grocery customers; Kroger experience strongly preferred. Indirectly lead a broad cross‑functional team including Supply Chain, Digital/Omni, Customer Marketing, Category Management, and Brand Marketing.

New!

Cincinnati, OH6 days ago

$127,348.11–$192,060.53 Per Year

The Director should be able to articulate examples of deploying innovation, smart infrastructure technologies, and data-driven decision-making to improve traffic signals and street lighting systems, asset management, and service delivery while fostering collaboration across departments, regional agencies, and community partners. Assumes administrative management responsibility for streetcar operations, engineering and architectural services and activities, including construction, management and repair of highways, bridges, retaining walls, landslide corrections, sidewalks, architecture, and construction management.

Cincinnati, OH9 days ago

$69,000–$105,000 Per Year

Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates - while ensuring appropriate area staffing coverage by deploying teammates to other branches as needed . The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals.

Milford, OH9 days ago

$69,000–$105,000 Per Year

Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates - while ensuring appropriate area staffing coverage by deploying teammates to other branches as needed . The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clientsachieve confidence in their financial wellness and achieve their goals.

Cincinnati, OH30+ days ago

$170,000–$180,000

Provide financial leadership on working capital needs, capital deployment, and cash flow strategy, including assessing capex opportunities through a return-on-investment lens . Keller emphasizes ethical search processes, attentive candidate care, and leadership placements that support long-term client outcomes.

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Investment Advisor Jobs in Evanston, OH

Senior Wealth Advisor Jobot

Financial Advisor Northwestern Mutual

Investment Associate Western & Southern Financial Group

Investment Director Jobot

Experienced Financial Advisor Rik Saylor Financial Inc.

Experienced Financial Advisor - Independent Platform (Ohio) WealthBridge Financial Group

Private Wealth Advisor WealthBridge Financial Group

Financial Advisor Skylight Financial Group

Brokerage Operations Specialist Western & Southern Financial Group

Professional Trader HCM Wealth Advisors & CPAs

Tax Internship (2027 Tax Season) HCM Wealth Advisors & CPAs

Regional Supervision Manager Rockefeller Capital Management

Director, Alternative Credit Western & Southern Financial Group

Manager Performance & Reconciliation Western & Southern Financial Group

Operations Analyst Western & Southern Financial Group

Administrative Assistant Western & Southern Financial Group

Finance Director West Chester Township OH

Director, Family Office Services Bartlett Wealth Management

Administrative Assistant I - Part Time Stifel

College Financial Representative, Internship Program Northwestern Mutual

Wealth Management Co-op 2027 Bartlett Wealth Management

Acquisition Consultant Acquisition Network

Senior Strategic Finance Analyst Cintas

HR Director of Operations Givaudan Fragrances

Senior Customer Business Lead - Kroger General Mills

DIRECTOR OF TRANSPORTATION AND ENGINEERING (UNCLASSIFIED) City of Cincinnati, OH

Branch Manager Key Bank

Branch Manager - Cincinnati Area KeyCorp

VP of Finance - Defense Programs #0610 Keller Executive Search

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