Strategic Financial Planner & Client Advisor
Truepoint Wealth Counsel
A financial services firm in Cincinnati is seeking a Financial Planner to deliver expert financial planning analysis and guidance to clients. The ideal candidate will collaborate closely with wealth advisors and specialists, manage client relationships, and work on strategic initiatives. A bachelor's degree and 3+ years of experience in the financial services industry are required. A commitment to teamwork and client service excellence is essential. This position offers a hybrid work environment, emphasizing a strong team culture. #J-18808-Ljbffr Truepoint Wealth Counsel
- ...Insurance Holdings, Inc. is seeking a Senior FP&A Analyst in Cincinnati, Ohio, to lead the creation of annual budgets, conduct detailed financial analyses, and develop KPIs for management. The role requires a Bachelor's Degree in Finance or Accounting and at least 4 years of...SuggestedWork at office
- Family Office Financial Planner Job Profile The Family Office Financial Planner... ...with our family office clients and is responsible for the development... ...closely with wealth advisors and specialists to deliver... ...the successful completion of strategic initiatives at both the team...SuggestedContract workWork at office
- Alta Fiber in Cincinnati is seeking a Corporate Associate Financial Analyst to analyze consolidated financial results and assist with strategic planning. This role is crucial for aligning financial insights with company objectives. The ideal candidate will engage with operational...Suggested
- WestPoint Financial Group is seeking a motivated Financial Advisor to establish and manage client relationships, providing personalized financial planning and investment advice. Candidates should have a bachelor’s degree, required FINRA Series 7 & 66 licenses, and 3+ years...Suggested
$54.4k - $111.5k
Fifth Third Bank is looking for a Credit Analyst II in Cincinnati, Ohio. This role encompasses underwriting, financial analysis, and credit monitoring, aiding Portfolio Managers with minimal oversight. Candidates should have a Bachelor's degree in Business and at least...Suggested- ...banking experience for personal banking clients. Our unique business model offers direct... ...and consultative selling. Serve as a strategic connector across business lines to deliver... ...to client needs. Act as a trusted advisor for both colleagues and clients, leveraging...Full time
$139k - $217k
...Commercial Banking Relationship Manager for clients with annual revenue of $100MM to $2B... ...understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting...Work experience placementLocal area- A leading distributor in industrial solutions seeks an Outside Sales professional to manage strategic accounts. Ideal candidates will have over three years of B2B sales experience and strong technical aptitude. Key responsibilities include developing account plans, maintaining...Flexible hours
- ...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers by...Temporary workWork at office
- ...Job Title Client Relationship Consultants Job Description Client Relationship Consultants build relationships with customers... ...outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions...Temporary workWork at office
$20 - $26.39 per hour
...Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including... ...outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions...Temporary workWork at officeLocal area- ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to...
- Lamar Advertising Company is seeking a Sales & Campaign Coordinator in Cincinnati, Ohio. This role is integral to the sales team's success, focusing on sales administration before and after contract phases. Duties include prospecting new leads, preparing sales presentations...Contract work
- ...and create customized solutions for each client. Overview As an FP&A Consultant, you... ...‑growing environment. You will analyze financials, communicate insights, partner with executives... ...performance of companies as a strategic advisor and identify improvement opportunities....Work visaFlexible hours
- ...company’s annual budgets and long-term plans, prepare detailed financial analysis against budgeted, forecasted and prior period results... ...analysis* Build out, analyze, and communicate results of strategic initiatives and articulate impact to overall business based on...Temporary workWork at officeLocal areaFlexible hours
- ...create customized solutions for every client. This is an incredible time to step into... ...accounting organization and help become financial change agents to our clients. We want... ...operational performance of companies to act as a strategic advisor and identify areas of improvement...Work at officeWork visaFlexible hours
- ...Effectiveness. Responsibilities System Analysis, Development, Build, and Implementation for Epic Ambulatory. Epic Security strategic thinking and adoption of user provisioning best practices is an additional requirement. Develop, Support, and Maintain...Full time
$90k
...Sr. Financial Analyst $90,000+ Cincinnati (North), OH Role Summary The Senior Financial... ...Analyst plays a key role in supporting strategic and operational decision-making through... ...is required for this position, as client sponsorship is not available To meet...$67k - $90k
...Collaborate with FP&A team members and business stakeholders to lead financial planning activities, including budgeting, forecasting, and... ...intelligence and analyzing business opportunities Strategic Analytics & Reporting Collaborate with Enterprise Analytics...Remote jobLocal areaWorldwide- ...Job Title Responsible for providing an industry leading client service experience both in person and on the phone through the development... ...expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative...Temporary workWork at officeNight shiftWeekend work
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place...Work at officeFlexible hoursShift workWeekend workDay shift
- Truepoint Wealth Counsel, LLC is seeking a Family Office Financial Planner in Cincinnati, Ohio. The role involves delivering expert financial planning analysis to family office clients, collaborating with wealth advisors, and leading special projects. Candidates should have...Work at officeRemote work
- ...the certifications. We've been helping clients achieve financial security for over 160 years. We are... ...and help map a path to meet them. • Advisors help clients to achieve and maintain... ...services for our clients. Our Financial Planners are valued partners. We value an...Full timeContract workWork experience placementInternshipWork at officeMonday to Friday
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...where you can help your clients achieve their goals through... ...more Certified Financial Planner licensing support Fully... ...Company commissions and fees, Strategic Employee Benefits Services commissions...Full timeContract workFor contractorsWork at office- The Wealth Advisor serves as the primary point of contact for clients and is responsible for the overall management of... ...through client referrals and strategic outreach. Core Responsibilities... ...designation required: CERTIFIED FINANCIAL PLANNER™ 3+ years of client‑facing...Contract workWork at office
- ...Financial Relationship Banker Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions...Full timeH1bWork at officeRemote workWork from homeFlexible hours
$96k - $181k
...Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized... ...promise, acting as the primary client advisor, developing and implementing strategies... ...S65 (preferred) Certified Financial Planner (CFP) (preferred) Certified...Work experience placementWork at officeLocal areaFlexible hoursNight shift- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
$50 - $60 per hour
...evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and...Hourly payFull timeContract workPart timeRemote work- ...maintaining long lasting relationships with existing and prospective customers. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the customer's lifecycle by utilizing our consultative sales and service...Work at office
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